401k Plan data: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P plan

FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 401k Plan overview

Plan Name	FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P
Plan identification number	001

FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

FUNDERBURK ELECTRICAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: FUNDERBURK ELECTRICAL SERVICES, LLC

Employer identification number (EIN): 264489977

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 BETTY DOYLE BETTY DOYLE 2016-09-13
001 2014-01-01 BETTY DOYLE BETTY DOYLE 2015-12-17
001 2014-01-01 BETTY DOYLE BETTY DOYLE 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	BETTY DOYLE	BETTY DOYLE	2016-09-13
001	2014-01-01	BETTY DOYLE	BETTY DOYLE	2015-12-17
001	2014-01-01	BETTY DOYLE	BETTY DOYLE	2015-10-14

Plan Statistics for FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P

401k plan membership statisitcs for FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P

Measure Date Value
2015: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2015 401k membership
Total participants, beginning-of-year 2015-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2014 401k membership
Total participants, beginning-of-year 2014-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 139
Total participants 2014-01-01 139
Number of participants with account balances 2014-01-01 56

Measure	Date	Value
2015: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2015 401k membership
Total participants, beginning-of-year	2015-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2014 401k membership
Total participants, beginning-of-year	2014-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	139
Total participants	2014-01-01	139
Number of participants with account balances	2014-01-01	56

Financial Data on FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P

Measure	Date	Value
2015 : FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2015 401k financial data
Total income from all sources (including contributions)	2015-11-09	$76,754
Total of all expenses incurred	2015-11-09	$127,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-09	$127,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-09	$77,011
Value of total assets at end of year	2015-11-09	$0
Value of total assets at beginning of year	2015-11-09	$51,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-09	$947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-11-09	$0
Was this plan covered by a fidelity bond	2015-11-09	Yes
Value of fidelity bond cover	2015-11-09	$50,000
If this is an individual account plan, was there a blackout period	2015-11-09	No
Were there any nonexempt tranactions with any party-in-interest	2015-11-09	No
Contributions received from participants	2015-11-09	$77,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-09	No
Value of net income/loss	2015-11-09	$-51,220
Value of net assets at end of year (total assets less liabilities)	2015-11-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-11-09	$51,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-09	No
Were any leases to which the plan was party in default or uncollectible	2015-11-09	No
Value of interest in pooled separate accounts at end of year	2015-11-09	$0
Value of interest in pooled separate accounts at beginning of year	2015-11-09	$49,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-11-09	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-11-09	$1,919
Net investment gain/loss from pooled separate accounts	2015-11-09	$-257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-09	No
Was there a failure to transmit to the plan any participant contributions	2015-11-09	No
Has the plan failed to provide any benefit when due under the plan	2015-11-09	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-09	$127,027
Contract administrator fees	2015-11-09	$947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-11-09	No
Did the plan have assets held for investment	2015-11-09	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-09	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-09	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-09	Disclaimer
Accountancy firm name	2015-11-09	LBMC, PC
Accountancy firm EIN	2015-11-09	621199757
2014 : FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$51,388
Total of all expenses incurred	2014-12-31	$168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$51,141
Value of total assets at end of year	2014-12-31	$51,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$51,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$51,220
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$51,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$49,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,919
Net investment gain/loss from pooled separate accounts	2014-12-31	$247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contract administrator fees	2014-12-31	$168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LBMC, PC
Accountancy firm EIN	2014-12-31	621199757

Form 5500 Responses for FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P

2015: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FUNDERBURK ELECTRICAL SERVICES 401(K) RETIREMENT P 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805319-000

Policy instance

Insurance contract or identification number	805319-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $400
Total amount of fees paid to insurance company	USD $40
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $400
Insurance broker organization code?	3
Amount paid for insurance broker fees	31
Insurance broker name	USA CONSULTING GROUP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805319-000

Policy instance

Insurance contract or identification number	805319-000
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $58
Total amount of fees paid to insurance company	USD $3
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $58
Insurance broker organization code?	3
Amount paid for insurance broker fees	3
Insurance broker name	USI CONSULTING GROUP

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Company Name:	FUNDERBURK ELECTRICAL SERVICES, LLC
Employer identification number (EIN):	264489977
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors