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THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 401k Plan overview

Plan NameTHE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN
Plan identification number 001

THE SHEAKLEY GROUP OF COMPANIES 401(K) 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHEAKLEY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHEAKLEY GROUP, INC.
Employer identification number (EIN):311176227
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SHANNON CASE
0012014-01-01ELENI LISTON ELENI LISTON2015-09-17
0012013-01-01ELENI LISTON ELENI LISTON2014-09-29
0012012-01-01ELENI LISTON ELENI LISTON2013-10-07
0012011-01-01ELENI LISTON
0012009-01-01ELENI LISTON ELENI LISTON2010-09-17
0012009-01-01ELENI LISTON ELENI LISTON2010-09-17

Plan Statistics for THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN

Measure Date Value
2023: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01347
Total number of active participants reported on line 7a of the Form 55002023-01-01270
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0188
Total of all active and inactive participants2023-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01358
Number of participants with account balances2023-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01370
Total number of active participants reported on line 7a of the Form 55002022-01-01264
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01347
Number of participants with account balances2022-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01405
Total number of active participants reported on line 7a of the Form 55002021-01-01264
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01363
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01430
Total number of active participants reported on line 7a of the Form 55002020-01-01328
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01401
Number of participants with account balances2020-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01408
Total number of active participants reported on line 7a of the Form 55002019-01-01331
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01404
Number of participants with account balances2019-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01401
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2014: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01461
Total number of active participants reported on line 7a of the Form 55002014-01-01379
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01162
Total of all active and inactive participants2014-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01541
Number of participants with account balances2014-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01657
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01474
Number of participants with account balances2013-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0151
2012: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01733
Total number of active participants reported on line 7a of the Form 55002012-01-01429
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01711
Number of participants with account balances2012-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0175
2011: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01702
Total number of active participants reported on line 7a of the Form 55002011-01-01538
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01189
Total of all active and inactive participants2011-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01727
Number of participants with account balances2011-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01807
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01280
Total of all active and inactive participants2009-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01603
Number of participants with account balances2009-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN

Measure Date Value
2023 : THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$213,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,443
Total income from all sources (including contributions)2023-12-31$5,998,815
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$639,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$610,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,911,418
Value of total assets at end of year2023-12-31$28,744,059
Value of total assets at beginning of year2023-12-31$23,171,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,785
Total interest from all sources2023-12-31$16,901
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,159,198
Participant contributions at end of year2023-12-31$316,693
Participant contributions at beginning of year2023-12-31$289,484
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$397,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$5,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$5,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,359,242
Value of net assets at end of year (total assets less liabilities)2023-12-31$28,738,651
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,165,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,666,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,474,960
Income. Interest from loans (other than to participants)2023-12-31$16,901
Value of interest in common/collective trusts at end of year2023-12-31$2,658,469
Value of interest in common/collective trusts at beginning of year2023-12-31$2,291,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$58,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$72,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$72,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,823,868
Net investment gain or loss from common/collective trusts2023-12-31$246,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$355,038
Employer contributions (assets) at end of year2023-12-31$43,637
Employer contributions (assets) at beginning of year2023-12-31$41,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$610,788
Contract administrator fees2023-12-31$28,785
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN2023-12-31273858252
2022 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$5,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,624
Total income from all sources (including contributions)2022-12-31$-3,633,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,041,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,970,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,367,797
Value of total assets at end of year2022-12-31$23,171,319
Value of total assets at beginning of year2022-12-31$29,846,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,403
Total interest from all sources2022-12-31$16,064
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$1,000,000
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$1,054,430
Participant contributions at end of year2022-12-31$289,484
Participant contributions at beginning of year2022-12-31$342,230
Participant contributions at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,524
Liabilities. Value of operating payables at beginning of year2022-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,674,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,165,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,840,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$63,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,474,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,687,312
Income. Interest from loans (other than to participants)2022-12-31$16,064
Value of interest in common/collective trusts at end of year2022-12-31$2,291,971
Value of interest in common/collective trusts at beginning of year2022-12-31$2,694,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$72,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$66,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$66,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,073,579
Net investment gain or loss from common/collective trusts2022-12-31$56,221
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$313,367
Employer contributions (assets) at end of year2022-12-31$41,995
Employer contributions (assets) at beginning of year2022-12-31$55,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,970,070
Contract administrator fees2022-12-31$7,685
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 name2022-12-31VONLEHMAN & COMPANY
Accountancy firm EIN2022-12-31310905417
2021 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$5,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$562,699
Total income from all sources (including contributions)2021-12-31$5,457,620
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,121,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,044,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,539,925
Value of total assets at end of year2021-12-31$29,846,470
Value of total assets at beginning of year2021-12-31$27,067,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,581
Total interest from all sources2021-12-31$18,740
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,131,762
Participant contributions at end of year2021-12-31$342,230
Participant contributions at beginning of year2021-12-31$342,139
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,524
Liabilities. Value of operating payables at end of year2021-12-31$100
Liabilities. Value of operating payables at beginning of year2021-12-31$1,025
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$3,336,014
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,840,846
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,504,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$68,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,687,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,394,431
Interest on participant loans2021-12-31$18,740
Value of interest in common/collective trusts at end of year2021-12-31$2,694,724
Value of interest in common/collective trusts at beginning of year2021-12-31$2,173,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$66,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$78,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$78,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,898,955
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$372,200
Employer contributions (assets) at end of year2021-12-31$55,317
Employer contributions (assets) at beginning of year2021-12-31$79,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,044,025
Contract administrator fees2021-12-31$9,580
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$561,674
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 name2021-12-31VONLEHMAN & COMPANY
Accountancy firm EIN2021-12-31310905417
2020 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$562,699
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$5,583,064
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,566,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,500,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,597,768
Value of total assets at end of year2020-12-31$27,067,531
Value of total assets at beginning of year2020-12-31$23,488,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,849
Total interest from all sources2020-12-31$20,660
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$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,183,956
Participant contributions at end of year2020-12-31$342,139
Participant contributions at beginning of year2020-12-31$294,741
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$1,025
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,016,568
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,504,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,488,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$57,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,394,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,823,678
Income. Interest from loans (other than to participants)2020-12-31$20,660
Value of interest in common/collective trusts at end of year2020-12-31$2,173,004
Value of interest in common/collective trusts at beginning of year2020-12-31$2,256,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$78,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$22,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$22,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,919,220
Net investment gain or loss from common/collective trusts2020-12-31$45,416
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$409,558
Employer contributions (assets) at end of year2020-12-31$79,671
Employer contributions (assets) at beginning of year2020-12-31$90,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,500,647
Contract administrator fees2020-12-31$8,110
Liabilities. Value of benefit claims payable at end of year2020-12-31$561,674
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 name2020-12-31VON LEHMAN & COMPANY
Accountancy firm EIN2020-12-31310905417
2019 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$15,974
Total income from all sources (including contributions)2019-12-31$5,675,814
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,426,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,386,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,602,085
Value of total assets at end of year2019-12-31$23,488,264
Value of total assets at beginning of year2019-12-31$19,254,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,226
Total interest from all sources2019-12-31$18,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$870,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$870,318
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,065,792
Participant contributions at end of year2019-12-31$294,741
Participant contributions at beginning of year2019-12-31$357,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,425
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$15,974
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
Income. Non cash contributions2019-12-31$143,732
Value of net income/loss2019-12-31$4,249,632
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,488,264
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,238,632
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
Investment advisory and management fees2019-12-31$32,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,823,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,695,337
Interest on participant loans2019-12-31$18,322
Value of interest in common/collective trusts at end of year2019-12-31$2,256,200
Value of interest in common/collective trusts at beginning of year2019-12-31$2,075,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$22,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,185,089
Net investment gain or loss from common/collective trusts2019-12-31$0
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$392,561
Employer contributions (assets) at end of year2019-12-31$90,911
Employer contributions (assets) at beginning of year2019-12-31$102,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,386,956
Contract administrator fees2019-12-31$6,260
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 name2019-12-31VONLEHMAN
Accountancy firm EIN2019-12-31310905417
2018 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$15,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,315
Total income from all sources (including contributions)2018-12-31$381,099
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,260,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,249,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,408,292
Value of total assets at end of year2018-12-31$19,254,606
Value of total assets at beginning of year2018-12-31$20,127,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,880
Total interest from all sources2018-12-31$14,951
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,292,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,292,410
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,018,324
Participant contributions at end of year2018-12-31$357,576
Participant contributions at beginning of year2018-12-31$267,017
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,080
Liabilities. Value of operating payables at end of year2018-12-31$15,974
Liabilities. Value of operating payables at beginning of year2018-12-31$9,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-879,688
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,238,632
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,118,320
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$16,695,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,696,413
Income. Interest from loans (other than to participants)2018-12-31$14,951
Value of interest in common/collective trusts at end of year2018-12-31$2,075,799
Value of interest in common/collective trusts at beginning of year2018-12-31$2,048,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,334,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$382,533
Employer contributions (assets) at end of year2018-12-31$102,925
Employer contributions (assets) at beginning of year2018-12-31$105,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,249,907
Contract administrator fees2018-12-31$10,880
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 name2018-12-31VONLEHMAN
Accountancy firm EIN2018-12-31310505417
2014 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$22,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,380
Total income from all sources (including contributions)2014-12-31$2,160,999
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$900,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$884,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,287,868
Value of total assets at end of year2014-12-31$15,913,159
Value of total assets at beginning of year2014-12-31$14,656,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,590
Total interest from all sources2014-12-31$16,697
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$879,018
Participant contributions at end of year2014-12-31$394,552
Participant contributions at beginning of year2014-12-31$420,064
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$121,632
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$1,260,934
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,890,349
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,629,415
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$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,246,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,922,876
Interest on participant loans2014-12-31$16,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,182,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,216,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,216,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$856,434
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$287,218
Employer contributions (assets) at end of year2014-12-31$89,757
Employer contributions (assets) at beginning of year2014-12-31$97,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$884,475
Contract administrator fees2014-12-31$9,440
Liabilities. Value of benefit claims payable at end of year2014-12-31$22,810
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$27,380
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 name2014-12-31VONLEHMAN
Accountancy firm EIN2014-12-31310505417
2013 : THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$625,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,705
Total income from all sources (including contributions)2013-12-31$3,989,103
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,855,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,830,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,369,434
Value of total assets at end of year2013-12-31$14,656,795
Value of total assets at beginning of year2013-12-31$14,151,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,774
Total interest from all sources2013-12-31$21,711
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 period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$932,919
Participant contributions at end of year2013-12-31$420,064
Participant contributions at beginning of year2013-12-31$350,580
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$166,995
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$1,133,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,629,415
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,121,280
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$24,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,922,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,382,575
Interest on participant loans2013-12-31$21,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,216,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,335,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,335,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,597,958
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$269,520
Employer contributions (assets) at end of year2013-12-31$97,200
Employer contributions (assets) at beginning of year2013-12-31$83,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,830,697
Liabilities. Value of benefit claims payable at end of year2013-12-31$27,380
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$30,705
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 name2013-12-31VONLEHMAN
Accountancy firm EIN2013-12-31310505417
2012 : THE SHEAKLEY GROUP OF COMPANIES 401(K) 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$30,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,122
Total income from all sources (including contributions)2012-12-31$3,448,394
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,883,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,866,950
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,799,026
Value of total assets at end of year2012-12-31$14,151,985
Value of total assets at beginning of year2012-12-31$12,602,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,419
Total interest from all sources2012-12-31$16,030
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$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$1,155,943
Participant contributions at end of year2012-12-31$350,580
Participant contributions at beginning of year2012-12-31$291,319
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$343,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,565,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,121,280
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,556,255
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$7,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,382,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,683,694
Interest on participant loans2012-12-31$16,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,335,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,549,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,549,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,633,338
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$299,359
Employer contributions (assets) at end of year2012-12-31$83,322
Employer contributions (assets) at beginning of year2012-12-31$77,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,866,950
Contract administrator fees2012-12-31$8,903
Liabilities. Value of benefit claims payable at end of year2012-12-31$30,705
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$46,122
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 name2012-12-31VONLEHMAN
Accountancy firm EIN2012-12-31310905417
2011 : THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,481
Total income from all sources (including contributions)2011-12-31$1,100,794
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$957,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$888,625
Value of total corrective distributions2011-12-31$46,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,407,826
Value of total assets at end of year2011-12-31$12,602,377
Value of total assets at beginning of year2011-12-31$12,443,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,739
Total interest from all sources2011-12-31$15,862
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$202,029
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$1,097,938
Participant contributions at end of year2011-12-31$291,319
Participant contributions at beginning of year2011-12-31$395,501
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,503
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$143,308
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,556,255
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,412,947
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$8,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,683,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,620,834
Interest on participant loans2011-12-31$15,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,549,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,181,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,181,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-524,923
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$269,385
Employer contributions (assets) at end of year2011-12-31$77,827
Employer contributions (assets) at beginning of year2011-12-31$245,400
Income. Dividends from common stock2011-12-31$202,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$888,625
Contract administrator fees2011-12-31$14,318
Liabilities. Value of benefit claims payable at end of year2011-12-31$46,122
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$30,481
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 name2011-12-31VONLEHMAN
Accountancy firm EIN2011-12-31310905417
2010 : THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,522,680
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,566,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,447,228
Value of total corrective distributions2010-12-31$92,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,366,512
Value of total assets at end of year2010-12-31$12,443,428
Value of total assets at beginning of year2010-12-31$11,456,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,113
Total interest from all sources2010-12-31$21,132
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$987,312
Participant contributions at end of year2010-12-31$395,501
Participant contributions at beginning of year2010-12-31$396,602
Participant contributions at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$694
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$956,084
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,412,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,456,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,620,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,651,360
Income. Interest from loans (other than to participants)2010-12-31$21,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,181,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,408,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,408,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,135,036
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$378,506
Employer contributions (assets) at end of year2010-12-31$245,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,447,228
Contract administrator fees2010-12-31$27,113
Liabilities. Value of benefit claims payable at end of year2010-12-31$30,481
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 name2010-12-31VONLEHMAN
Accountancy firm EIN2010-12-31310905417

Form 5500 Responses for THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN

2023: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SHEAKLEY GROUP OF COMPANIES 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2014: THE SHEAKLEY GROUP OF COMPANIES 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SHEAKLEY GROUP OF COMPANIES 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE SHEAKLEY GROUP OF COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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