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ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 401k Plan overview

Plan NameACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN
Plan identification number 001

ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN Benefits

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

ACHEN-GARDNER CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.

Company Name:ACHEN-GARDNER CONSTRUCTION, LLC
Employer identification number (EIN):271394157
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DANIEL HOOVER2020-06-14
0012018-01-01JOHN WALSTROM2019-10-07
0012017-01-01
0012016-01-01JOHN WALSTROM
0012015-01-01JOHN WALSTROM
0012014-01-01JOHN WALSTROM
0012013-01-01JOHN WALSTROM
0012012-01-01JOHN WALSTROM
0012011-01-01JOHN WALSTROM
0012010-01-01DENNIS TROGGIO

Plan Statistics for ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN

401k plan membership statisitcs for ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN

Measure Date Value
2019: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01191
Total participants2018-01-01191
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01154
Total participants2017-01-01154
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01185
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01134
Total participants2016-01-01134
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01185
Total participants2015-01-01185
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01151
Total participants2014-01-01151
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01166
Total participants2013-01-01166
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01176
Total participants2012-01-01176
Number of participants with account balances2012-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01259
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01167
Total participants2011-01-01167
Number of participants with account balances2011-01-01145
2010: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01287
Total number of active participants reported on line 7a of the Form 55002010-01-01149
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0199
Total of all active and inactive participants2010-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01249
Number of participants with account balances2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019

Financial Data on ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN

Measure Date Value
2019 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-09-05$8,879,228
Total income from all sources (including contributions)2019-09-05$1,318,209
Total of all expenses incurred2019-09-05$2,181,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-05$2,170,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-05$351,359
Value of total assets at end of year2019-09-05$0
Value of total assets at beginning of year2019-09-05$9,742,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-05$11,351
Total interest from all sources2019-09-05$2,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-05No
Administrative expenses professional fees incurred2019-09-05$6,000
Was this plan covered by a fidelity bond2019-09-05Yes
Value of fidelity bond cover2019-09-05$500,000
If this is an individual account plan, was there a blackout period2019-09-05Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-05$0
Were there any nonexempt tranactions with any party-in-interest2019-09-05No
Contributions received from participants2019-09-05$351,359
Participant contributions at end of year2019-09-05$0
Participant contributions at beginning of year2019-09-05$29,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-05No
Value of net income/loss2019-09-05$-863,748
Value of net assets at end of year (total assets less liabilities)2019-09-05$0
Value of net assets at beginning of year (total assets less liabilities)2019-09-05$9,742,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-05No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-05No
Were any leases to which the plan was party in default or uncollectible2019-09-05No
Value of interest in pooled separate accounts at end of year2019-09-05$0
Value of interest in pooled separate accounts at beginning of year2019-09-05$9,117,735
Interest on participant loans2019-09-05$1,081
Interest earned on other investments2019-09-05$1,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-05$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-05$311,950
Net investment gain/loss from pooled separate accounts2019-09-05$964,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-05No
Was there a failure to transmit to the plan any participant contributions2019-09-05Yes
Has the plan failed to provide any benefit when due under the plan2019-09-05No
Employer contributions (assets) at end of year2019-09-05$0
Employer contributions (assets) at beginning of year2019-09-05$284,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-05$2,170,606
Contract administrator fees2019-09-05$5,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-05Yes
Did the plan have assets held for investment2019-09-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-05Yes
Opinion of an independent qualified public accountant for this plan2019-09-05Disclaimer
Accountancy firm name2019-09-05WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2019-09-05300140762
2018 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$617,125
Total of all expenses incurred2018-12-31$521,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$508,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,032,222
Value of total assets at end of year2018-12-31$9,742,976
Value of total assets at beginning of year2018-12-31$9,646,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,981
Total interest from all sources2018-12-31$6,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,915
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$677,366
Participant contributions at end of year2018-12-31$29,075
Participant contributions at beginning of year2018-12-31$32,821
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,573
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,640
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$96,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,742,976
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,646,865
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 pooled separate accounts at end of year2018-12-31$9,117,735
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,078,174
Interest on participant loans2018-12-31$1,868
Interest earned on other investments2018-12-31$4,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$311,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$303,495
Net investment gain/loss from pooled separate accounts2018-12-31$-421,582
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$284,216
Employer contributions (assets) at end of year2018-12-31$284,216
Employer contributions (assets) at beginning of year2018-12-31$223,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$508,033
Contract administrator fees2018-12-31$8,066
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 name2018-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2018-12-31300140762
2017 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,913,136
Total of all expenses incurred2017-12-31$410,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$398,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$736,204
Value of total assets at end of year2017-12-31$9,646,865
Value of total assets at beginning of year2017-12-31$8,144,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,722
Total interest from all sources2017-12-31$8,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,972
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$511,703
Participant contributions at end of year2017-12-31$32,821
Participant contributions at beginning of year2017-12-31$38,361
Participant contributions at end of year2017-12-31$8,573
Participant contributions at beginning of year2017-12-31$5,254
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,502,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,646,865
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,144,281
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 pooled separate accounts at end of year2017-12-31$9,078,174
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,523,909
Interest on participant loans2017-12-31$2,712
Interest earned on other investments2017-12-31$6,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$303,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$412,858
Net investment gain/loss from pooled separate accounts2017-12-31$1,167,991
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$223,802
Employer contributions (assets) at end of year2017-12-31$223,802
Employer contributions (assets) at beginning of year2017-12-31$163,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$398,830
Contract administrator fees2017-12-31$8,750
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 name2017-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2017-12-31300140762
2016 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,461
Total income from all sources (including contributions)2016-12-31$1,261,808
Total of all expenses incurred2016-12-31$541,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$527,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$646,831
Value of total assets at end of year2016-12-31$8,144,281
Value of total assets at beginning of year2016-12-31$7,466,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,377
Total interest from all sources2016-12-31$8,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,975
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$396,464
Participant contributions at end of year2016-12-31$38,361
Participant contributions at beginning of year2016-12-31$47,843
Participant contributions at end of year2016-12-31$5,254
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$80,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$42,461
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$720,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,144,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,424,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,523,909
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,831,082
Interest on participant loans2016-12-31$2,232
Interest earned on other investments2016-12-31$6,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$412,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$406,817
Net investment gain/loss from pooled separate accounts2016-12-31$606,629
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$169,585
Employer contributions (assets) at end of year2016-12-31$163,899
Employer contributions (assets) at beginning of year2016-12-31$180,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$527,321
Contract administrator fees2016-12-31$6,402
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 name2016-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2016-12-31300140762
2015 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$42,461
Total income from all sources (including contributions)2015-12-31$680,556
Total of all expenses incurred2015-12-31$1,536,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,477,863
Value of total corrective distributions2015-12-31$44,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$629,424
Value of total assets at end of year2015-12-31$7,466,632
Value of total assets at beginning of year2015-12-31$8,279,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,582
Total interest from all sources2015-12-31$9,203
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$422,566
Participant contributions at end of year2015-12-31$47,843
Participant contributions at beginning of year2015-12-31$31,371
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$42,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-855,686
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,424,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,279,857
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
Investment advisory and management fees2015-12-31$13,582
Value of interest in pooled separate accounts at end of year2015-12-31$6,831,082
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,677,461
Interest on participant loans2015-12-31$1,735
Interest earned on other investments2015-12-31$7,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$406,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$396,189
Net investment gain/loss from pooled separate accounts2015-12-31$41,929
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$180,890
Employer contributions (assets) at end of year2015-12-31$180,890
Employer contributions (assets) at beginning of year2015-12-31$174,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,477,863
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 name2015-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2015-12-31300140762
2014 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14
Total income from all sources (including contributions)2014-12-31$1,185,071
Total of all expenses incurred2014-12-31$2,031,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,008,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$605,368
Value of total assets at end of year2014-12-31$8,279,857
Value of total assets at beginning of year2014-12-31$9,125,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,793
Total interest from all sources2014-12-31$9,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$410,358
Participant contributions at end of year2014-12-31$31,371
Participant contributions at beginning of year2014-12-31$46,517
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-846,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,279,857
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,125,940
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
Investment advisory and management fees2014-12-31$22,793
Value of interest in pooled separate accounts at end of year2014-12-31$7,677,461
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,027,896
Interest on participant loans2014-12-31$1,700
Interest earned on other investments2014-12-31$7,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$396,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$856,317
Net investment gain/loss from pooled separate accounts2014-12-31$570,284
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$174,662
Employer contributions (assets) at end of year2014-12-31$174,836
Employer contributions (assets) at beginning of year2014-12-31$195,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,008,361
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 name2014-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2014-12-31300140762
2013 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14
Total income from all sources (including contributions)2013-12-31$2,069,317
Total of all expenses incurred2013-12-31$1,031,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,003,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$677,436
Value of total assets at end of year2013-12-31$9,125,954
Value of total assets at beginning of year2013-12-31$8,087,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,174
Total interest from all sources2013-12-31$11,210
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 period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$470,881
Participant contributions at end of year2013-12-31$46,517
Participant contributions at beginning of year2013-12-31$77,055
Participant contributions at beginning of year2013-12-31$5,956
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14
Other income not declared elsewhere2013-12-31$330
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$1,037,971
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,125,940
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,087,969
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
Investment advisory and management fees2013-12-31$28,174
Value of interest in pooled separate accounts at end of year2013-12-31$8,027,896
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,429,082
Interest on participant loans2013-12-31$3,343
Interest earned on other investments2013-12-31$7,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$856,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$377,857
Net investment gain/loss from pooled separate accounts2013-12-31$1,380,341
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$195,224
Employer contributions (assets) at end of year2013-12-31$195,224
Employer contributions (assets) at beginning of year2013-12-31$198,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,003,172
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 name2013-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2013-12-31300140762
2012 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,323,545
Total of all expenses incurred2012-12-31$764,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$723,741
Expenses. Certain deemed distributions of participant loans2012-12-31$16,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$640,710
Value of total assets at end of year2012-12-31$8,087,969
Value of total assets at beginning of year2012-12-31$7,529,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,972
Total interest from all sources2012-12-31$15,285
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$438,817
Participant contributions at end of year2012-12-31$77,055
Participant contributions at beginning of year2012-12-31$105,910
Participant contributions at end of year2012-12-31$5,956
Participant contributions at beginning of year2012-12-31$6,566
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$558,852
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,087,969
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,529,117
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
Investment advisory and management fees2012-12-31$23,972
Value of interest in pooled separate accounts at end of year2012-12-31$7,429,082
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,654,488
Interest on participant loans2012-12-31$4,598
Interest earned on other investments2012-12-31$10,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$741,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$741,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$377,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$813,241
Net investment gain/loss from pooled separate accounts2012-12-31$667,550
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$201,893
Employer contributions (assets) at end of year2012-12-31$198,019
Employer contributions (assets) at beginning of year2012-12-31$207,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$723,741
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2012-12-31300140762
2011 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$662,688
Total of all expenses incurred2011-12-31$559,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$511,108
Expenses. Certain deemed distributions of participant loans2011-12-31$17,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$675,479
Value of total assets at end of year2011-12-31$7,529,117
Value of total assets at beginning of year2011-12-31$7,426,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,403
Total interest from all sources2011-12-31$24,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$467,707
Participant contributions at end of year2011-12-31$105,910
Participant contributions at beginning of year2011-12-31$136,094
Participant contributions at end of year2011-12-31$6,566
Participant contributions at beginning of year2011-12-31$6,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$103,049
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,529,117
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,426,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$31,403
Value of interest in pooled separate accounts at end of year2011-12-31$5,654,488
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,864,506
Interest on participant loans2011-12-31$6,166
Interest earned on other investments2011-12-31$18,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$741,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$502,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$502,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$813,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$729,365
Net investment gain/loss from pooled separate accounts2011-12-31$-37,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$207,772
Employer contributions (assets) at end of year2011-12-31$207,772
Employer contributions (assets) at beginning of year2011-12-31$187,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$511,108
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2011-12-31300140762
2010 : ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,255,470
Total of all expenses incurred2010-12-31$674,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$636,066
Expenses. Certain deemed distributions of participant loans2010-12-31$8,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$643,375
Value of total assets at end of year2010-12-31$7,426,068
Value of total assets at beginning of year2010-12-31$6,845,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,963
Total interest from all sources2010-12-31$27,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$441,434
Participant contributions at end of year2010-12-31$136,094
Participant contributions at beginning of year2010-12-31$100,090
Participant contributions at end of year2010-12-31$6,233
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$581,026
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,426,068
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,845,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$29,963
Value of interest in pooled separate accounts at end of year2010-12-31$5,864,506
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,448,125
Interest on participant loans2010-12-31$6,769
Interest earned on other investments2010-12-31$20,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$502,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$493,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$493,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$729,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$599,898
Net investment gain/loss from pooled separate accounts2010-12-31$584,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$201,230
Employer contributions (assets) at end of year2010-12-31$187,840
Employer contributions (assets) at beginning of year2010-12-31$203,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$636,066
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2010-12-31300140762

Form 5500 Responses for ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN

2019: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ACHEN-GARDNER CONSTRUCTION, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number28811
Policy instance 1
Insurance contract or identification number28811
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $16,796
Total amount of fees paid to insurance companyUSD $4,703
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 $16,796
Amount paid for insurance broker fees4703
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number28811
Policy instance 1
Insurance contract or identification number28811
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,149
Total amount of fees paid to insurance companyUSD $6,762
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 $24,149
Amount paid for insurance broker fees6762
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number28811
Policy instance 1
Insurance contract or identification number28811
Number of Individuals Covered168
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,283
Total amount of fees paid to insurance companyUSD $8,931
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 $16,322
Amount paid for insurance broker fees4570
Insurance broker organization code?4
Insurance broker nameBOYCE & ASSOCIATES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number28811
Policy instance 1
Insurance contract or identification number28811
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,433
Total amount of fees paid to insurance companyUSD $6,169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,433
Amount paid for insurance broker fees5472
Insurance broker organization code?4
Insurance broker nameBOYCE & ASSOCIATES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39243
Policy instance 1
Insurance contract or identification numberGP39243
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39243
Policy instance 1
Insurance contract or identification numberGP39243
Number of Individuals Covered138
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,152
Total amount of fees paid to insurance companyUSD $4,268
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,152
Amount paid for insurance broker fees4268
Insurance broker organization code?4
Insurance broker nameWELLS FARGO ADVISORS LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39243
Policy instance 1
Insurance contract or identification numberGP39243
Number of Individuals Covered140
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,010
Total amount of fees paid to insurance companyUSD $5,778
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $19,010
Amount paid for insurance broker fees5349
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39243
Policy instance 1
Insurance contract or identification numberGP39243
Number of Individuals Covered145
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,223
Total amount of fees paid to insurance companyUSD $8,779
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39243
Policy instance 1
Insurance contract or identification numberGP39243
Number of Individuals Covered216
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,201
Total amount of fees paid to insurance companyUSD $7,031
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 $16,201
Amount paid for insurance broker fees4531
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES, INC.

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