401k Plan data: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

DUNBAR & BRAWN CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: DUNBAR & BRAWN CONSTRUCTION, INC.

Employer identification number (EIN): 201560226

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 42
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 44
Number of participants with account balances 2023-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 42
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 51
Number of participants with account balances 2021-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 58
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	42
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	44
Number of participants with account balances	2023-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	42
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	51
Number of participants with account balances	2021-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	58
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$1,736,292
Total plan liabilities at beginning of year	2023-12-31	$1,785,837
Total income from all sources	2023-12-31	$716,889
Expenses. Total of all expenses incurred	2023-12-31	$51,682
Benefits paid (including direct rollovers)	2023-12-31	$6,963
Total plan assets at end of year	2023-12-31	$1,369,087
Total plan assets at beginning of year	2023-12-31	$753,425
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$44,719
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$615,670
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$665,207
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$-367,205
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$-1,032,412
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$1,369,014
Total contributions received or receivable from employer(s)	2023-12-31	$101,219
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$1,785,837
Total plan liabilities at beginning of year	2022-12-31	$1,834,229
Total income from all sources	2022-12-31	$248,705
Expenses. Total of all expenses incurred	2022-12-31	$48,047
Benefits paid (including direct rollovers)	2022-12-31	$2,183
Total plan assets at end of year	2022-12-31	$753,425
Total plan assets at beginning of year	2022-12-31	$601,159
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$45,864
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$152,266
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$200,658
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$-1,032,412
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$-1,233,070
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$753,417
Total contributions received or receivable from employer(s)	2022-12-31	$96,439
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$1,834,229
Total plan liabilities at beginning of year	2021-12-31	$1,881,449
Total income from all sources	2021-12-31	$111,126
Expenses. Total of all expenses incurred	2021-12-31	$48,155
Benefits paid (including direct rollovers)	2021-12-31	$1,119
Total plan assets at end of year	2021-12-31	$601,159
Total plan assets at beginning of year	2021-12-31	$585,408
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$47,036
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$15,752
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$62,971
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$-1,233,070
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-1,296,041
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$601,159
Total contributions received or receivable from employer(s)	2021-12-31	$95,374
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$1,881,449
Total plan liabilities at beginning of year	2020-12-31	$1,927,388
Total income from all sources	2020-12-31	$254,390
Expenses. Total of all expenses incurred	2020-12-31	$48,317
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$585,408
Total plan assets at beginning of year	2020-12-31	$425,274
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$48,317
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$160,134
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$206,073
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-1,296,041
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-1,502,114
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$585,408
Total contributions received or receivable from employer(s)	2020-12-31	$94,256
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$1,927,388
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-1,480,470
Expenses. Total of all expenses incurred	2019-12-31	$21,644
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$425,274
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$21,644
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-1,574,726
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-1,502,114
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-1,502,114
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$425,274
Total contributions received or receivable from employer(s)	2019-12-31	$94,256
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DUNBAR & BRAWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DUNBAR & BRAWN CONSTRUCTION, INC.
Employer identification number (EIN):	201560226
NAIC Classification:	236110