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CIRKS CONSTRUCTION, INC. 401(K) PLAN 401k Plan overview

Plan NameCIRKS CONSTRUCTION, INC. 401(K) PLAN
Plan identification number 001

CIRKS CONSTRUCTION, INC. 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

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

Company Name:CIRKS CONSTRUCTION, INC.
Employer identification number (EIN):330803265
NAIC Classification:236200

Additional information about CIRKS CONSTRUCTION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-11-16
Company Identification Number: 0801194983
Legal Registered Office Address: 1927 N GLASSELL ST

ORANGE
United States of America (USA)
92865

More information about CIRKS CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIRKS CONSTRUCTION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTI BRAUN2023-10-11 CHRISTI BRAUN2023-10-11
0012021-01-01CHRISTI BRAUN2022-08-25
0012020-01-01CHRISTI BRAUN2021-10-11
0012019-01-01CHRISTI BRAUN2020-10-13
0012018-01-01CHRISTI BRAUN2019-09-16
0012017-01-01
0012016-01-01
0012015-01-01CHRISTI BRAUN
0012014-01-01CHRISTI BRAUN
0012013-01-01KATHY CIRKS
0012012-01-01KATHY CIRKS2013-04-09
0012011-01-01KATHY CIRKS2012-06-13
0012010-01-01KATHY CIRKS2011-06-22

Plan Statistics for CIRKS CONSTRUCTION, INC. 401(K) PLAN

401k plan membership statisitcs for CIRKS CONSTRUCTION, INC. 401(K) PLAN

Measure Date Value
2022: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01288
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01337
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01285
Number of participants with account balances2021-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01305
Total number of active participants reported on line 7a of the Form 55002019-01-01288
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01309
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01288
Total number of active participants reported on line 7a of the Form 55002018-01-01259
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01299
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01247
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01260
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01193
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CIRKS CONSTRUCTION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01120
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CIRKS CONSTRUCTION, INC. 401(K) PLAN

Measure Date Value
2022 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,907
Total income from all sources (including contributions)2022-12-31$-80,937
Total of all expenses incurred2022-12-31$1,675,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,581,751
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$12,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,329,874
Value of total assets at end of year2022-12-31$7,827,550
Value of total assets at beginning of year2022-12-31$9,590,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,663
Total interest from all sources2022-12-31$10,768
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$213,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$213,402
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$820,641
Participant contributions at end of year2022-12-31$283,748
Participant contributions at beginning of year2022-12-31$187,387
Participant contributions at beginning of year2022-12-31$13,144
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$343,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$647
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,756,147
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,824,729
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,580,876
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$80,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,430,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,424,889
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$10,768
Value of interest in common/collective trusts at end of year2022-12-31$2,947,068
Value of interest in common/collective trusts at beginning of year2022-12-31$3,806,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,634,981
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$166,169
Employer contributions (assets) at end of year2022-12-31$166,169
Employer contributions (assets) at beginning of year2022-12-31$159,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,581,751
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,821
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$9,260
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 name2022-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2022-12-31463852095
2021 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$647
Total income from all sources (including contributions)2021-12-31$2,134,457
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$430,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$328,681
Expenses. Certain deemed distributions of participant loans2021-12-31$6,873
Value of total corrective distributions2021-12-31$2,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,028,861
Value of total assets at end of year2021-12-31$9,590,783
Value of total assets at beginning of year2021-12-31$7,877,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,556
Total interest from all sources2021-12-31$7,332
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$250,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$250,221
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$869,355
Participant contributions at end of year2021-12-31$187,387
Participant contributions at beginning of year2021-12-31$155,518
Participant contributions at end of year2021-12-31$13,144
Participant contributions at beginning of year2021-12-31$13,319
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$647
Administrative expenses (other) incurred2021-12-31$92,556
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,703,960
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,580,876
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,876,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,424,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,728,761
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$7,332
Value of interest in common/collective trusts at end of year2021-12-31$3,806,049
Value of interest in common/collective trusts at beginning of year2021-12-31$2,912,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$848,043
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$159,314
Employer contributions (assets) at end of year2021-12-31$159,314
Employer contributions (assets) at beginning of year2021-12-31$67,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$328,675
Liabilities. Value of benefit claims payable at end of year2021-12-31$9,260
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2021-12-31463852095
2020 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,089
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,781,189
Total of all expenses incurred2020-12-31$644,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$581,261
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,332,148
Value of total assets at end of year2020-12-31$7,877,563
Value of total assets at beginning of year2020-12-31$5,742,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,133
Total interest from all sources2020-12-31$9,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$300,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$300,073
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$784,258
Participant contributions at end of year2020-12-31$155,518
Participant contributions at beginning of year2020-12-31$187,301
Participant contributions at end of year2020-12-31$13,319
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$370,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$647
Other income not declared elsewhere2020-12-31$8,450
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,136,795
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,876,916
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,740,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,718,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,336,540
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$48,867
Interest on participant loans2020-12-31$9,981
Value of interest in common/collective trusts at end of year2020-12-31$2,912,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,491
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,130,537
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$177,526
Employer contributions (assets) at end of year2020-12-31$67,725
Employer contributions (assets) at beginning of year2020-12-31$163,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$581,261
Contract administrator fees2020-12-31$63,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,089
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2020-12-31463852095
2019 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,089
Total income from all sources (including contributions)2019-12-31$1,974,003
Total income from all sources (including contributions)2019-12-31$1,974,003
Total of all expenses incurred2019-12-31$215,758
Total of all expenses incurred2019-12-31$215,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$147,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$147,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$984,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$984,474
Value of total assets at end of year2019-12-31$5,742,210
Value of total assets at end of year2019-12-31$5,742,210
Value of total assets at beginning of year2019-12-31$3,981,876
Value of total assets at beginning of year2019-12-31$3,981,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,829
Total interest from all sources2019-12-31$9,471
Total interest from all sources2019-12-31$9,471
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$91,137
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$91,137
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$780,318
Contributions received from participants2019-12-31$780,318
Participant contributions at end of year2019-12-31$187,301
Participant contributions at end of year2019-12-31$187,301
Participant contributions at beginning of year2019-12-31$142,174
Participant contributions at beginning of year2019-12-31$142,174
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,789
Participant contributions at beginning of year2019-12-31$12,789
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,145
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,145
Other income not declared elsewhere2019-12-31$39
Other income not declared elsewhere2019-12-31$39
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
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$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,758,245
Value of net income/loss2019-12-31$1,758,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,740,121
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,740,121
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,981,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,981,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,336,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,336,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,633,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,633,658
Value of interest in pooled separate accounts at end of year2019-12-31$48,867
Value of interest in pooled separate accounts at end of year2019-12-31$48,867
Value of interest in pooled separate accounts at beginning of year2019-12-31$33,703
Value of interest in pooled separate accounts at beginning of year2019-12-31$33,703
Interest on participant loans2019-12-31$9,471
Interest on participant loans2019-12-31$9,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$888,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$888,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$163,011
Contributions received in cash from employer2019-12-31$163,011
Employer contributions (assets) at end of year2019-12-31$163,011
Employer contributions (assets) at end of year2019-12-31$163,011
Employer contributions (assets) at beginning of year2019-12-31$154,726
Employer contributions (assets) at beginning of year2019-12-31$154,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$147,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$147,929
Contract administrator fees2019-12-31$67,829
Contract administrator fees2019-12-31$67,829
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,089
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,089
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POLLARO & ASSOCIATES
Accountancy firm name2019-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2019-12-31463852095
Accountancy firm EIN2019-12-31463852095
2018 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$867,433
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$299,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$239,930
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,093,796
Value of total assets at end of year2018-12-31$3,981,876
Value of total assets at beginning of year2018-12-31$3,414,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,842
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$4,211
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
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$775,858
Participant contributions at end of year2018-12-31$142,174
Participant contributions at beginning of year2018-12-31$72,830
Participant contributions at end of year2018-12-31$12,789
Participant contributions at beginning of year2018-12-31$11,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$163,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-329
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$567,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,981,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,414,215
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,633,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,162,606
Value of interest in pooled separate accounts at end of year2018-12-31$33,703
Value of interest in pooled separate accounts at beginning of year2018-12-31$29,366
Interest on participant loans2018-12-31$4,211
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,786
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-230,245
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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$154,726
Employer contributions (assets) at end of year2018-12-31$154,726
Employer contributions (assets) at beginning of year2018-12-31$134,220
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$239,930
Contract administrator fees2018-12-31$59,842
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2018-12-31463852095
2017 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2017 401k financial data
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,313,701
Total of all expenses incurred2017-12-31$147,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,038
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$827,342
Value of total assets at end of year2017-12-31$3,414,215
Value of total assets at beginning of year2017-12-31$2,248,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,947
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$16,080
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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$636,115
Participant contributions at end of year2017-12-31$72,830
Participant contributions at beginning of year2017-12-31$54,765
Participant contributions at end of year2017-12-31$11,407
Participant contributions at beginning of year2017-12-31$11,594
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,007
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$41
Administrative expenses (other) incurred2017-12-31$1,199
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,165,716
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,414,215
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,248,499
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,162,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,039,472
Value of interest in pooled separate accounts at end of year2017-12-31$29,366
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,310
Interest on participant loans2017-12-31$2,726
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,442
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$470,238
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$134,220
Employer contributions (assets) at end of year2017-12-31$134,220
Employer contributions (assets) at beginning of year2017-12-31$124,916
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$109,038
Contract administrator fees2017-12-31$37,748
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 name2017-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2017-12-31463852095
2016 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,215
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$878,487
Total of all expenses incurred2016-12-31$99,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$74,006
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$725,462
Value of total assets at end of year2016-12-31$2,248,499
Value of total assets at beginning of year2016-12-31$1,480,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,647
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,991
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
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$507,022
Participant contributions at end of year2016-12-31$54,765
Participant contributions at beginning of year2016-12-31$39,911
Participant contributions at end of year2016-12-31$11,594
Participant contributions at beginning of year2016-12-31$13,605
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,524
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,215
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$778,834
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,248,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,469,665
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
Investment advisory and management fees2016-12-31$8,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,039,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,392,894
Value of interest in pooled separate accounts at end of year2016-12-31$15,310
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,478
Interest on participant loans2016-12-31$1,987
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,992
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$151,034
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$124,916
Employer contributions (assets) at end of year2016-12-31$124,916
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$74,006
Contract administrator fees2016-12-31$17,448
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 name2016-12-31POLLARO & ASSOCIATES
Accountancy firm EIN2016-12-31463852095
2015 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,784
Total income from all sources (including contributions)2015-12-31$497,354
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$209,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$179,939
Value of total corrective distributions2015-12-31$11,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$507,055
Value of total assets at end of year2015-12-31$1,480,880
Value of total assets at beginning of year2015-12-31$1,238,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,886
Total interest from all sources2015-12-31$594
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$394,544
Participant contributions at end of year2015-12-31$39,911
Participant contributions at beginning of year2015-12-31$1,529
Participant contributions at end of year2015-12-31$13,605
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$56,784
Other income not declared elsewhere2015-12-31$6,697
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$288,296
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,469,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,181,369
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$5,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,392,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,211,491
Value of interest in pooled separate accounts at end of year2015-12-31$32,478
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,890
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$24,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$179,939
Contract administrator fees2015-12-31$12,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31POLLARO & MCPHERSON ACCOUNTANCY COR
Accountancy firm EIN2015-12-31463852095
2014 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41
Total income from all sources (including contributions)2014-12-31$334,385
Total of all expenses incurred2014-12-31$181,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$75,032
Value of total corrective distributions2014-12-31$98,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$276,578
Value of total assets at end of year2014-12-31$1,238,153
Value of total assets at beginning of year2014-12-31$1,028,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,678
Total interest from all sources2014-12-31$57
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$100,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$205,013
Participant contributions at end of year2014-12-31$1,529
Participant contributions at beginning of year2014-12-31$4,226
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$32,922
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$56,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$41
Other income not declared elsewhere2014-12-31$483
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$152,666
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,181,369
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,028,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,211,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$991,596
Interest on participant loans2014-12-31$41
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-11,575
Net investment gain/loss from pooled separate accounts2014-12-31$68,842
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$24,650
Employer contributions (assets) at end of year2014-12-31$24,650
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$75,032
Contract administrator fees2014-12-31$8,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31POLLARO & MCPHERSON ACCOUNTANCY COR
Accountancy firm EIN2014-12-31463852095
2013 : CIRKS CONSTRUCTION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$340,926
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,014
Value of total corrective distributions2013-12-31$929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$196,378
Value of total assets at end of year2013-12-31$1,028,744
Value of total assets at beginning of year2013-12-31$704,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,669
Total interest from all sources2013-12-31$323
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
Administrative expenses professional fees incurred2013-12-31$7,669
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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$196,378
Participant contributions at end of year2013-12-31$4,226
Participant contributions at beginning of year2013-12-31$7,583
Participant contributions at end of year2013-12-31$32,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41
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$324,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,028,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$704,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$991,596
Value of interest in pooled separate accounts at beginning of year2013-12-31$696,806
Interest on participant loans2013-12-31$323
Net investment gain/loss from pooled separate accounts2013-12-31$144,225
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,014
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 name2013-12-31POLLARO & MCPHERSON ACCOUNTANCY COR
Accountancy firm EIN2013-12-31463852095

Form 5500 Responses for CIRKS CONSTRUCTION, INC. 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 1
Insurance contract or identification number512362-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $469
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 $0
Amount paid for insurance broker fees469
Additional information about fees paid to insurance brokerQBI REVENUE SHARING
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 1
Insurance contract or identification number512362-000
Number of Individuals Covered153
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,312
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
Amount paid for insurance broker fees2312
Additional information about fees paid to insurance brokerREVENUE SHARING PAID BY TRANSAMERICA
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 1
Insurance contract or identification number512362-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,866
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 $0
Amount paid for insurance broker fees1866
Additional information about fees paid to insurance brokerTPA ALLOWANCE
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 1
Insurance contract or identification number512362-000
Number of Individuals Covered140
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,342
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 $0
Amount paid for insurance broker fees1342
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameQBI, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 1
Insurance contract or identification number512362-000
Number of Individuals Covered86
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $652
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees484
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS
Insurance broker organization code?5
Insurance broker nameQBI, LLC - IRVINE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 28174
Policy instance 1
Insurance contract or identification numberGP 28174
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,034
Total amount of fees paid to insurance companyUSD $36
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 $4,034
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameUNITED PLANNERS FIN SVCS OF AM 120
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512362-000
Policy instance 2
Insurance contract or identification number512362-000
Number of Individuals Covered71
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberGP 39604
Policy instance 1
Insurance contract or identification numberGP 39604
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,481
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,481
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameWELLS FARGO ADVISORS LLC

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