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TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 401k Plan overview

Plan NameTULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN
Plan identification number 001

TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TULLY CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:TULLY CONSTRUCTION CO., INC.
Employer identification number (EIN):112493726
NAIC Classification:236200

Additional information about TULLY CONSTRUCTION CO., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-04-06
Company Identification Number: 481616
Legal Registered Office Address: 127-50 Northern Blvd
Nassau
Flushing
United States of America (USA)
11368

More information about TULLY CONSTRUCTION CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAN JAMES
0012016-01-01DAN JAMES
0012015-01-01DAN JAMES
0012014-01-01JOANNE TORRES
0012013-01-01JOANNE TORRES
0012012-01-01DAN JAMES
0012011-01-01DAN JAMES DAN JAMES2012-10-10
0012009-01-01DAN JAMES DAN JAMES2010-10-13

Plan Statistics for TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

401k plan membership statisitcs for TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

Measure Date Value
2022: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01975
Total number of active participants reported on line 7a of the Form 55002022-01-01945
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,125
Number of participants with account balances2022-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01108
2021: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,033
Total number of active participants reported on line 7a of the Form 55002021-01-01762
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01935
Number of participants with account balances2021-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01164
2020: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,296
Total number of active participants reported on line 7a of the Form 55002020-01-01837
Number of retired or separated participants receiving benefits2020-01-0160
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,033
Number of participants with account balances2020-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01110
2019: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,000
Total number of active participants reported on line 7a of the Form 55002019-01-011,105
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,296
Number of participants with account balances2019-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0166
2018: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01779
Total number of active participants reported on line 7a of the Form 55002018-01-01714
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01939
Number of participants with account balances2018-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-01632
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01791
Number of participants with account balances2017-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01271
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01303
Number of participants with account balances2016-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01271
Total participants2015-01-01271
Number of participants with account balances2015-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01268
Total participants2014-01-01268
Number of participants with account balances2014-01-01218
2013: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01252
Total participants2013-01-01252
Number of participants with account balances2013-01-01213
2012: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01269
Total number of active participants reported on line 7a of the Form 55002012-01-01228
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01256
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01257
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01247
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01270
Number of participants with account balances2009-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

Measure Date Value
2022 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-965,438
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,420,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,974,111
Expenses. Certain deemed distributions of participant loans2022-12-31$30,078
Value of total corrective distributions2022-12-31$153,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,656,979
Value of total assets at end of year2022-12-31$39,202,992
Value of total assets at beginning of year2022-12-31$43,588,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$262,681
Total interest from all sources2022-12-31$34,302
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,501,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,501,155
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,475,230
Participant contributions at end of year2022-12-31$595,519
Participant contributions at beginning of year2022-12-31$626,593
Participant contributions at end of year2022-12-31$66,848
Participant contributions at beginning of year2022-12-31$102,436
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$180,498
Total non interest bearing cash at end of year2022-12-31$80,918
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,385,927
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,202,992
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,588,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$89,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,458,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,806,120
Interest on participant loans2022-12-31$34,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,182,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,182,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,157,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,001,251
Employer contributions (assets) at end of year2022-12-31$1,000,825
Employer contributions (assets) at beginning of year2022-12-31$871,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,974,111
Contract administrator fees2022-12-31$173,540
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$11,162,992
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,388,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,861,406
Expenses. Certain deemed distributions of participant loans2021-12-31$24,939
Value of total corrective distributions2021-12-31$237,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,372,135
Value of total assets at end of year2021-12-31$43,588,919
Value of total assets at beginning of year2021-12-31$37,814,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$264,937
Total interest from all sources2021-12-31$31,172
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,779,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,779,262
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,390,264
Participant contributions at end of year2021-12-31$626,593
Participant contributions at beginning of year2021-12-31$497,846
Participant contributions at end of year2021-12-31$102,436
Participant contributions at beginning of year2021-12-31$106,799
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,456
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,774,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,588,919
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,814,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$117,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,806,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,572,559
Interest on participant loans2021-12-31$31,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,182,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$757,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$757,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,980,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$871,415
Employer contributions (assets) at end of year2021-12-31$871,415
Employer contributions (assets) at beginning of year2021-12-31$879,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,861,406
Contract administrator fees2021-12-31$147,145
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$0
Total income from all sources (including contributions)2020-12-31$7,674,245
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,880,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,605,459
Expenses. Certain deemed distributions of participant loans2020-12-31$47,177
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,875,357
Value of total assets at end of year2020-12-31$37,814,705
Value of total assets at beginning of year2020-12-31$32,021,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$228,066
Total interest from all sources2020-12-31$35,676
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$828,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$828,841
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,902,188
Participant contributions at end of year2020-12-31$497,846
Participant contributions at beginning of year2020-12-31$552,329
Participant contributions at end of year2020-12-31$106,799
Participant contributions at beginning of year2020-12-31$124,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$93,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,793,543
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,814,705
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,021,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$89,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,572,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,638,582
Interest on participant loans2020-12-31$35,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$757,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$924,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$924,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,934,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$879,517
Employer contributions (assets) at end of year2020-12-31$879,517
Employer contributions (assets) at beginning of year2020-12-31$781,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,605,459
Contract administrator fees2020-12-31$138,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$416,546
Total transfer of assets to this plan2019-12-31$416,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43
Total income from all sources (including contributions)2019-12-31$9,251,811
Total income from all sources (including contributions)2019-12-31$9,251,811
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,333,077
Total of all expenses incurred2019-12-31$2,333,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,099,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,099,345
Expenses. Certain deemed distributions of participant loans2019-12-31$72,857
Expenses. Certain deemed distributions of participant loans2019-12-31$72,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,935,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,935,695
Value of total assets at end of year2019-12-31$32,021,162
Value of total assets at end of year2019-12-31$32,021,162
Value of total assets at beginning of year2019-12-31$24,685,925
Value of total assets at beginning of year2019-12-31$24,685,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,875
Total interest from all sources2019-12-31$27,292
Total interest from all sources2019-12-31$27,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$763,595
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$763,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,729,550
Contributions received from participants2019-12-31$2,729,550
Participant contributions at end of year2019-12-31$552,329
Participant contributions at end of year2019-12-31$552,329
Participant contributions at beginning of year2019-12-31$424,430
Participant contributions at end of year2019-12-31$124,165
Participant contributions at beginning of year2019-12-31$562
Participant contributions at beginning of year2019-12-31$562
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$423,906
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$423,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$492
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,918,734
Value of net income/loss2019-12-31$6,918,734
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,021,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,021,162
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,685,882
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,685,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$62,448
Investment advisory and management fees2019-12-31$62,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,638,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,638,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,616,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,616,231
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$27,292
Interest on participant loans2019-12-31$27,292
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$924,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,525,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,525,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$782,239
Contributions received in cash from employer2019-12-31$782,239
Employer contributions (assets) at end of year2019-12-31$781,759
Employer contributions (assets) at beginning of year2019-12-31$644,210
Employer contributions (assets) at beginning of year2019-12-31$644,210
Income. Dividends from preferred stock2019-12-31$763,595
Income. Dividends from preferred stock2019-12-31$763,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,099,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,099,345
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$98,427
Contract administrator fees2019-12-31$98,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,312,991
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,374,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,027,758
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$169,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,179,452
Value of total assets at end of year2018-12-31$24,685,925
Value of total assets at beginning of year2018-12-31$25,747,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,032
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$19,121
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,436,612
Participant contributions at end of year2018-12-31$424,430
Participant contributions at beginning of year2018-12-31$322,618
Participant contributions at end of year2018-12-31$562
Participant contributions at beginning of year2018-12-31$76,530
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$98,630
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$43
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,061,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,685,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,747,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,616,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,877,779
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$19,121
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,885,582
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$644,210
Employer contributions (assets) at end of year2018-12-31$644,210
Employer contributions (assets) at beginning of year2018-12-31$470,583
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,027,758
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$177,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$11,399,703
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,050,799
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,366,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,090,949
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$196,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,746,387
Value of total assets at end of year2017-12-31$25,747,510
Value of total assets at beginning of year2017-12-31$12,663,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,564
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$13,705
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,903,839
Participant contributions at end of year2017-12-31$322,618
Participant contributions at beginning of year2017-12-31$298,907
Participant contributions at end of year2017-12-31$76,530
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$371,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,683,853
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,747,510
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,663,954
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,877,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,777,659
Interest on participant loans2017-12-31$12,911
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$794
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$587,388
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,591,855
Net investment gain/loss from pooled separate accounts2017-12-31$698,852
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$470,583
Employer contributions (assets) at end of year2017-12-31$470,583
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,090,949
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$79,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,953,864
Total of all expenses incurred2016-12-31$154,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,821
Expenses. Certain deemed distributions of participant loans2016-12-31$1,249
Value of total corrective distributions2016-12-31$80,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,211,302
Value of total assets at end of year2016-12-31$12,663,954
Value of total assets at beginning of year2016-12-31$10,864,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,750
Total interest from all sources2016-12-31$11,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,211,302
Participant contributions at end of year2016-12-31$298,907
Participant contributions at beginning of year2016-12-31$257,404
Other income not declared elsewhere2016-12-31$4,094
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$1,798,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,663,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,864,966
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 pooled separate accounts at end of year2016-12-31$11,777,659
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,107,029
Interest on participant loans2016-12-31$11,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$587,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$500,533
Net investment gain/loss from pooled separate accounts2016-12-31$726,864
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,821
Contract administrator fees2016-12-31$2,750
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,120,033
Total of all expenses incurred2015-12-31$701,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$696,924
Expenses. Certain deemed distributions of participant loans2015-12-31$1,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,166,776
Value of total assets at end of year2015-12-31$10,864,966
Value of total assets at beginning of year2015-12-31$10,446,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,100
Total interest from all sources2015-12-31$10,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,113,602
Participant contributions at end of year2015-12-31$257,404
Participant contributions at beginning of year2015-12-31$265,774
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,174
Other income not declared elsewhere2015-12-31$2,278
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$418,460
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,864,966
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,446,506
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 pooled separate accounts at end of year2015-12-31$10,107,029
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,057,143
Interest on participant loans2015-12-31$10,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$500,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$123,589
Net investment gain/loss from pooled separate accounts2015-12-31$-59,998
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$696,924
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,625,140
Total of all expenses incurred2014-12-31$435,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$362,270
Value of total corrective distributions2014-12-31$69,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,095,297
Value of total assets at end of year2014-12-31$10,446,506
Value of total assets at beginning of year2014-12-31$9,256,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,350
Total interest from all sources2014-12-31$10,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,350
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,092,059
Participant contributions at end of year2014-12-31$265,774
Participant contributions at beginning of year2014-12-31$193,958
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,238
Other income not declared elsewhere2014-12-31$779
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$1,189,790
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,446,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,256,716
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 pooled separate accounts at end of year2014-12-31$10,057,143
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,983,245
Income. Interest from loans (other than to participants)2014-12-31$10,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$123,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$79,513
Net investment gain/loss from pooled separate accounts2014-12-31$519,051
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$362,270
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,674,216
Total of all expenses incurred2013-12-31$86,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$83,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,086,923
Value of total assets at end of year2013-12-31$9,256,716
Value of total assets at beginning of year2013-12-31$6,668,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,178
Total interest from all sources2013-12-31$6,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,178
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,058,702
Participant contributions at end of year2013-12-31$193,958
Participant contributions at beginning of year2013-12-31$169,183
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,221
Other income not declared elsewhere2013-12-31$506
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$2,587,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,256,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,668,945
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 pooled separate accounts at end of year2013-12-31$8,983,245
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,451,418
Interest on participant loans2013-12-31$6,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$79,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,073
Net investment gain/loss from pooled separate accounts2013-12-31$1,579,962
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$83,267
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,708,860
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$519,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$475,542
Expenses. Certain deemed distributions of participant loans2012-12-31$12,757
Value of total corrective distributions2012-12-31$28,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$957,708
Value of total assets at end of year2012-12-31$6,668,945
Value of total assets at beginning of year2012-12-31$5,479,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,800
Total interest from all sources2012-12-31$5,285
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,800
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$943,909
Participant contributions at end of year2012-12-31$169,183
Participant contributions at beginning of year2012-12-31$117,025
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,799
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$1,189,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,668,945
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,479,887
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 pooled separate accounts at end of year2012-12-31$6,451,418
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,346,202
Interest on participant loans2012-12-31$5,285
Value of interest in common/collective trusts at beginning of year2012-12-31$2,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,389
Net investment gain/loss from pooled separate accounts2012-12-31$745,867
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$475,542
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 name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$525,437
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$329,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$291,822
Expenses. Certain deemed distributions of participant loans2011-12-31$13,393
Value of total corrective distributions2011-12-31$22,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$816,627
Value of total assets at end of year2011-12-31$5,479,887
Value of total assets at beginning of year2011-12-31$5,283,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,484
Total interest from all sources2011-12-31$5,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,484
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 period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$733,743
Participant contributions at end of year2011-12-31$117,025
Participant contributions at beginning of year2011-12-31$79,741
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82,884
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$196,199
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,479,887
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,283,688
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 pooled separate accounts at end of year2011-12-31$5,346,202
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,203,947
Interest on participant loans2011-12-31$5,623
Value of interest in common/collective trusts at end of year2011-12-31$2,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,389
Net investment gain/loss from pooled separate accounts2011-12-31$-296,813
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$291,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31J.H. COHN LLP
Accountancy firm EIN2011-12-31221478099
2010 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,089,594
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$560,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$423,613
Expenses. Certain deemed distributions of participant loans2010-12-31$22,636
Value of total corrective distributions2010-12-31$113,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$535,737
Value of total assets at end of year2010-12-31$5,283,688
Value of total assets at beginning of year2010-12-31$4,754,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$632
Total interest from all sources2010-12-31$4,351
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$513,362
Participant contributions at end of year2010-12-31$79,741
Participant contributions at beginning of year2010-12-31$98,224
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,375
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$528,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,283,688
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,754,957
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$5,203,947
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,656,733
Interest on participant loans2010-12-31$4,351
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$549,506
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$423,613
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$632
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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 name2010-12-31J. H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

2022: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2012 form 5500 responses
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2011 form 5500 responses
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TULLY CONSTRUCTION COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 form 5500 responses
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 1
Insurance contract or identification number600912-000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-03-13
Total amount of commissions paid to insurance brokerUSD $12,725
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,725
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 1
Insurance contract or identification number600912-000
Number of Individuals Covered236
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42,786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,393
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES I
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 1
Insurance contract or identification number600912-000
Number of Individuals Covered218
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,312
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,156
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES I
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 1
Insurance contract or identification number600912-000
Number of Individuals Covered213
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $30,736
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,368
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES I
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 1
Insurance contract or identification number600912-000
Number of Individuals Covered195
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,706
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,962
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number357174 100
Policy instance 2
Insurance contract or identification number357174 100
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
Insurance broker nameJ. DOVI, CHFC, CLU
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029423
Policy instance 1
Insurance contract or identification numberGA-029423
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600912-000
Policy instance 2
Insurance contract or identification number600912-000
Number of Individuals Covered183
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-029423
Policy instance 1
Insurance contract or identification numberGA-029423
Number of Individuals Covered88
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,310
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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