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FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FERREIRA CONSTRUCTION COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FERREIRA CONSTRUCTION COMPANY, INC.
Employer identification number (EIN):223334957
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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
0012018-01-01
0012017-01-01NELSON FERREIRA
0012016-01-01NELSON FERREIRA
0012015-01-01NELSON FERREIRA
0012014-01-01NELSON FERREIRA
0012013-01-01NELSON FERREIRA
0012012-01-01NELSON FERREIRA
0012011-01-01NELSON FERREIRA2014-07-29
0012010-01-01NELSON FERREIRA2011-07-05

Plan Statistics for FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01532
Total number of active participants reported on line 7a of the Form 55002022-01-01495
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01629
Number of participants with account balances2022-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01490
Total number of active participants reported on line 7a of the Form 55002021-01-01410
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01532
Total participants2021-01-01532
Number of participants with account balances2021-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01494
Total number of active participants reported on line 7a of the Form 55002020-01-01382
Number of retired or separated participants receiving benefits2020-01-01108
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01490
Number of participants with account balances2020-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01480
Total number of active participants reported on line 7a of the Form 55002019-01-01403
Number of retired or separated participants receiving benefits2019-01-0191
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01494
Number of participants with account balances2019-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01480
Number of participants with account balances2018-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01342
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01325
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01350
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01146
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01116
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113

Financial Data on FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-193,197
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,091,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$970,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,895,858
Value of total assets at end of year2022-12-31$24,260,302
Value of total assets at beginning of year2022-12-31$25,545,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,474
Total interest from all sources2022-12-31$17,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$2,173,256
Participant contributions at end of year2022-12-31$458,990
Participant contributions at beginning of year2022-12-31$341,077
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$696,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,285,063
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,260,302
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,545,365
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,369,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,131,442
Value of interest in pooled separate accounts at end of year2022-12-31$21,431,684
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,072,846
Interest on participant loans2022-12-31$17,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,106,506
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$1,025,690
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$970,392
Contract administrator fees2022-12-31$121,474
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 name2022-12-31WISS & COMPANY, LLP
Accountancy firm EIN2022-12-31221732349
2021 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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$6,184,706
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,417,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,270,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,896,058
Value of total assets at end of year2021-12-31$25,545,365
Value of total assets at beginning of year2021-12-31$21,777,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,161
Total interest from all sources2021-12-31$14,325
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,691,590
Participant contributions at end of year2021-12-31$341,077
Participant contributions at beginning of year2021-12-31$363,174
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$57,559
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$363,371
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$3,767,479
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,545,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,777,886
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,131,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,443,141
Value of interest in pooled separate accounts at end of year2021-12-31$23,072,846
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,888,523
Interest on participant loans2021-12-31$14,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,274,323
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$841,097
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$25,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,270,066
Contract administrator fees2021-12-31$147,161
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 name2021-12-31WISS & COMPANY, LLP
Accountancy firm EIN2021-12-31221732349
2020 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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$5,172,167
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,213,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,131,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,735,651
Value of total assets at end of year2020-12-31$21,777,886
Value of total assets at beginning of year2020-12-31$17,819,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,814
Total interest from all sources2020-12-31$12,768
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,686,640
Participant contributions at end of year2020-12-31$363,174
Participant contributions at beginning of year2020-12-31$285,688
Participant contributions at end of year2020-12-31$57,559
Participant contributions at beginning of year2020-12-31$43,319
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$243,218
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$3,958,763
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,777,886
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,819,123
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,443,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,656,365
Value of interest in pooled separate accounts at end of year2020-12-31$18,888,523
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,814,329
Interest on participant loans2020-12-31$12,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,423,748
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$805,793
Employer contributions (assets) at end of year2020-12-31$25,489
Employer contributions (assets) at beginning of year2020-12-31$19,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,131,590
Contract administrator fees2020-12-31$81,814
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 name2020-12-31WISS & COMPANY, LLP
Accountancy firm EIN2020-12-31221732349
2019 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$5,310,642
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,075,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,072,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,423,923
Value of total assets at end of year2019-12-31$17,819,123
Value of total assets at beginning of year2019-12-31$13,584,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,336
Total interest from all sources2019-12-31$23,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$1,568,496
Participant contributions at end of year2019-12-31$285,688
Participant contributions at beginning of year2019-12-31$281,225
Participant contributions at end of year2019-12-31$43,319
Participant contributions at beginning of year2019-12-31$34,517
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,469
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$4,234,648
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,819,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,584,475
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,656,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,677,712
Value of interest in pooled separate accounts at end of year2019-12-31$15,814,329
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,574,008
Interest on participant loans2019-12-31$23,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,863,643
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$722,958
Employer contributions (assets) at end of year2019-12-31$19,422
Employer contributions (assets) at beginning of year2019-12-31$17,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,072,658
Contract administrator fees2019-12-31$3,336
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm EIN2019-12-31221732349
2018 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,532
Total income from all sources (including contributions)2018-12-31$1,349,868
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,407,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,400,164
Expenses. Certain deemed distributions of participant loans2018-12-31$3,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,147,068
Value of total assets at end of year2018-12-31$13,584,475
Value of total assets at beginning of year2018-12-31$13,680,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,010
Total interest from all sources2018-12-31$10,117
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
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,400,272
Participant contributions at end of year2018-12-31$281,225
Participant contributions at beginning of year2018-12-31$148,284
Participant contributions at end of year2018-12-31$34,517
Participant contributions at beginning of year2018-12-31$24,868
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$89,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-58,063
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,584,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,642,538
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,677,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,980,873
Value of interest in pooled separate accounts at end of year2018-12-31$11,574,008
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,513,992
Interest on participant loans2018-12-31$10,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-807,317
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$656,930
Employer contributions (assets) at end of year2018-12-31$17,013
Employer contributions (assets) at beginning of year2018-12-31$12,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,400,164
Contract administrator fees2018-12-31$4,010
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
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 name2018-12-31WISS & COMPANY, LLP
Accountancy firm EIN2018-12-31221732349
2017 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$117,138
Total income from all sources (including contributions)2017-12-31$3,802,760
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$457,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$455,007
Expenses. Certain deemed distributions of participant loans2017-12-31$126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,201,496
Value of total assets at end of year2017-12-31$13,680,070
Value of total assets at beginning of year2017-12-31$10,414,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,122
Total interest from all sources2017-12-31$5,362
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
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 period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,256,236
Participant contributions at end of year2017-12-31$148,284
Participant contributions at beginning of year2017-12-31$91,687
Participant contributions at end of year2017-12-31$24,868
Participant contributions at beginning of year2017-12-31$27,136
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$355,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$117,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,345,505
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,642,538
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,297,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,980,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,952,334
Value of interest in pooled separate accounts at end of year2017-12-31$11,513,992
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,331,439
Interest on participant loans2017-12-31$5,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,595,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$589,961
Employer contributions (assets) at end of year2017-12-31$12,053
Employer contributions (assets) at beginning of year2017-12-31$11,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$455,007
Contract administrator fees2017-12-31$2,122
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WISS & COMPANY, LLP
Accountancy firm EIN2017-12-31221732349
2016 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$117,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,848
Total income from all sources (including contributions)2016-12-31$2,004,912
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$206,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$205,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,313,589
Value of total assets at end of year2016-12-31$10,414,171
Value of total assets at beginning of year2016-12-31$8,531,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,352
Total interest from all sources2016-12-31$2,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$925,428
Participant contributions at end of year2016-12-31$91,687
Participant contributions at beginning of year2016-12-31$36,492
Participant contributions at end of year2016-12-31$27,136
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$117,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$32,848
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$1,797,943
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,297,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,499,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,952,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,759,471
Value of interest in pooled separate accounts at end of year2016-12-31$8,331,439
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,735,975
Interest on participant loans2016-12-31$2,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$688,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$331,317
Employer contributions (assets) at end of year2016-12-31$11,575
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$205,617
Contract administrator fees2016-12-31$1,352
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 name2016-12-31WISS & COMPANY, LLP
Accountancy firm EIN2016-12-31221732349
2015 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,248
Total income from all sources (including contributions)2015-12-31$842,758
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$305,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$282,638
Expenses. Certain deemed distributions of participant loans2015-12-31$22,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$927,766
Value of total assets at end of year2015-12-31$8,531,938
Value of total assets at beginning of year2015-12-31$7,975,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$288
Total interest from all sources2015-12-31$3,229
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
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$826,774
Participant contributions at end of year2015-12-31$36,492
Participant contributions at beginning of year2015-12-31$81,186
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$8,911
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$99,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$32,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,248
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$537,156
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,499,090
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,961,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,759,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,718,586
Value of interest in pooled separate accounts at end of year2015-12-31$6,735,975
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,165,431
Interest on participant loans2015-12-31$3,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-88,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,169
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$282,638
Contract administrator fees2015-12-31$288
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 name2015-12-31WISS & COMPANY, LLP
Accountancy firm EIN2015-12-31221732349
2014 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,291,786
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$246,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$244,255
Expenses. Certain deemed distributions of participant loans2014-12-31$1,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$888,837
Value of total assets at end of year2014-12-31$7,975,182
Value of total assets at beginning of year2014-12-31$6,916,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$288
Total interest from all sources2014-12-31$4,157
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$686,940
Participant contributions at end of year2014-12-31$81,186
Participant contributions at beginning of year2014-12-31$109,987
Participant contributions at end of year2014-12-31$8,911
Participant contributions at beginning of year2014-12-31$13,757
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$153,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,248
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$1,045,391
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,961,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,916,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,718,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,524,785
Value of interest in pooled separate accounts at end of year2014-12-31$6,165,431
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,266,588
Interest on participant loans2014-12-31$4,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$177,425
Net investment gain/loss from pooled separate accounts2014-12-31$221,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,676
Employer contributions (assets) at end of year2014-12-31$1,068
Employer contributions (assets) at beginning of year2014-12-31$1,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$244,255
Contract administrator fees2014-12-31$288
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 name2014-12-31WISS & COMPANY, LLP
Accountancy firm EIN2014-12-31221732349
2013 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,440
Total income from all sources (including contributions)2013-12-31$1,478,501
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$52,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$639,803
Value of total assets at end of year2013-12-31$6,916,543
Value of total assets at beginning of year2013-12-31$5,522,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$546
Total interest from all sources2013-12-31$1,375
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31Yes
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$569,165
Participant contributions at end of year2013-12-31$109,987
Participant contributions at beginning of year2013-12-31$6,184
Participant contributions at end of year2013-12-31$13,757
Participant contributions at beginning of year2013-12-31$13,349
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,426,360
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,916,543
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,490,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,524,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,742,018
Value of interest in pooled separate accounts at end of year2013-12-31$5,266,588
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,759,839
Interest on participant loans2013-12-31$1,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$775,302
Net investment gain/loss from pooled separate accounts2013-12-31$62,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$58,170
Employer contributions (assets) at end of year2013-12-31$1,426
Employer contributions (assets) at beginning of year2013-12-31$1,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,595
Contract administrator fees2013-12-31$546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$32,440
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 name2013-12-31WISS & COMPANY,LLP
Accountancy firm EIN2013-12-31221732349
2012 : FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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$32,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,662
Total income from all sources (including contributions)2012-12-31$1,128,389
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$416,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$413,699
Value of total corrective distributions2012-12-31$1,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$652,806
Value of total assets at end of year2012-12-31$5,527,836
Value of total assets at beginning of year2012-12-31$4,815,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$925
Total interest from all sources2012-12-31$573
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$555,765
Participant contributions at end of year2012-12-31$8,990
Participant contributions at beginning of year2012-12-31$37,511
Participant contributions at end of year2012-12-31$16,542
Participant contributions at beginning of year2012-12-31$16,564
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,973
Administrative expenses (other) incurred2012-12-31$925
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$712,256
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,527,836
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,815,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,742,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,768,845
Value of interest in pooled separate accounts at end of year2012-12-31$3,759,838
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,992,212
Interest on participant loans2012-12-31$573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$39,062
Net investment gain/loss from pooled separate accounts2012-12-31$435,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,068
Employer contributions (assets) at end of year2012-12-31$448
Employer contributions (assets) at beginning of year2012-12-31$448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$413,699
Liabilities. Value of benefit claims payable at end of year2012-12-31$32,440
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,662
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WISS & COMPANY,LLP
Accountancy firm EIN2012-12-31221732349

Form 5500 Responses for FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FERREIRA CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314
Policy instance 1
Insurance contract or identification number601314
Number of Individuals Covered495
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $11,725
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees11725
Additional information about fees paid to insurance brokerSERVICING FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314
Policy instance 1
Insurance contract or identification number601314
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $11,757
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees11757
Additional information about fees paid to insurance brokerSERVICING FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314
Policy instance 1
Insurance contract or identification number601314
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,929
Total amount of fees paid to insurance companyUSD $8,992
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees6965
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $6,964
Additional information about fees paid to insurance brokerSERVICING FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314
Policy instance 1
Insurance contract or identification number601314
Number of Individuals Covered309
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $51,456
Total amount of fees paid to insurance companyUSD $7,904
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees7904
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $25,728
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314
Policy instance 1
Insurance contract or identification number601314
Number of Individuals Covered271
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $45,116
Total amount of fees paid to insurance companyUSD $6,909
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees6909
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $22,558
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314-000
Policy instance 1
Insurance contract or identification number601314-000
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $40,748
Total amount of fees paid to insurance companyUSD $5,971
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees5971
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $20,374
Insurance broker nameMERRILL LYNCH, PHILIP ORTOLANI
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314-000
Policy instance 1
Insurance contract or identification number601314-000
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,519
Total amount of fees paid to insurance companyUSD $4,075
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
Amount paid for insurance broker fees4075
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $12,759
Insurance broker nameMERRILL LYNCH, PHILIP ORTOLANI
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314-000
Policy instance 1
Insurance contract or identification number601314-000
Number of Individuals Covered102
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,236
Total amount of fees paid to insurance companyUSD $3,668
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
Amount paid for insurance broker fees3668
Additional information about fees paid to insurance brokerSERVICING FEES
Commission paid to Insurance BrokerUSD $7,329
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PHILIP ORTOLANI
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601314-000
Policy instance 1
Insurance contract or identification number601314-000
Number of Individuals Covered99
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,832
Total amount of fees paid to insurance companyUSD $790
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
Amount paid for insurance broker fees790
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $31,832
Insurance broker nameMERRILL LYNCH LIFE,STEPHEN KOWALSKI
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878002
Policy instance 1
Insurance contract or identification number878002
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,041
Total amount of fees paid to insurance companyUSD $2,550
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 $13,041
Insurance broker organization code?3
Amount paid for insurance broker fees2550
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker nameRED BANK PENSION SERVICES, INC.

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