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KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKOETTER CONSTRUCTION 401(K) RETIREMENT PLAN
Plan identification number 001

KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KOETTER CONSTRUCTION AND DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:KOETTER CONSTRUCTION AND DEVELOPMENT
Employer identification number (EIN):351132185
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREG SCHMIDT
0012016-01-01GREG SCHMIDT
0012015-01-01GREG SCHMIDT
0012014-01-01ROBERT KOETTER JR
0012013-01-01ROBERT KOETTER JR
0012012-01-01ROBERT KOETTER JR
0012011-01-01ROBERT KOETTER JR
0012010-01-01ROBERT KOETTER JR
0012009-01-01ROBERT KOETTER JR

Plan Statistics for KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN

Measure Date Value
2022: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01208
Number of participants with account balances2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01192
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01193
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01182
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01142
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01124
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01117
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01110
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01131
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01130
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01127
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-0181
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01129
Number of participants with account balances2010-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,590,599
Total of all expenses incurred2022-12-31$1,236,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,224,946
Expenses. Certain deemed distributions of participant loans2022-12-31$10,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,120,800
Value of total assets at end of year2022-12-31$25,182,381
Value of total assets at beginning of year2022-12-31$30,009,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,040
Total interest from all sources2022-12-31$14,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$580,057
Participant contributions at end of year2022-12-31$278,703
Participant contributions at beginning of year2022-12-31$306,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,827,533
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,182,381
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,009,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$24,640,507
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,463,088
Interest on participant loans2022-12-31$14,714
Net investment gain/loss from pooled separate accounts2022-12-31$-4,726,113
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$540,743
Employer contributions (assets) at end of year2022-12-31$263,171
Employer contributions (assets) at beginning of year2022-12-31$239,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,224,946
Contract administrator fees2022-12-31$1,040
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,829
Total income from all sources (including contributions)2021-12-31$4,743,886
Total of all expenses incurred2021-12-31$2,228,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,226,673
Expenses. Certain deemed distributions of participant loans2021-12-31$770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$826,148
Value of total assets at end of year2021-12-31$30,009,914
Value of total assets at beginning of year2021-12-31$27,496,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$800
Total interest from all sources2021-12-31$17,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$543,857
Participant contributions at end of year2021-12-31$306,967
Participant contributions at beginning of year2021-12-31$395,495
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,829
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$2,515,643
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,009,914
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,494,271
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 pooled separate accounts at end of year2021-12-31$29,463,088
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,865,237
Interest on participant loans2021-12-31$17,037
Net investment gain/loss from pooled separate accounts2021-12-31$3,900,701
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$256,579
Employer contributions (assets) at end of year2021-12-31$239,859
Employer contributions (assets) at beginning of year2021-12-31$224,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,226,673
Contract administrator fees2021-12-31$800
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,829
Total income from all sources (including contributions)2020-12-31$4,049,512
Total of all expenses incurred2020-12-31$827,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$793,274
Expenses. Certain deemed distributions of participant loans2020-12-31$33,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$706,370
Value of total assets at end of year2020-12-31$27,496,100
Value of total assets at beginning of year2020-12-31$24,272,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$850
Total interest from all sources2020-12-31$17,296
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$500,000
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$481,937
Participant contributions at end of year2020-12-31$395,495
Participant contributions at beginning of year2020-12-31$294,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,829
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$3,222,014
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,494,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,272,257
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 pooled separate accounts at end of year2020-12-31$26,865,237
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,766,707
Interest on participant loans2020-12-31$17,296
Net investment gain/loss from pooled separate accounts2020-12-31$3,325,846
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$224,433
Employer contributions (assets) at end of year2020-12-31$224,434
Employer contributions (assets) at beginning of year2020-12-31$211,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$793,274
Contract administrator fees2020-12-31$850
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 name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,955,074
Total of all expenses incurred2019-12-31$97,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,603
Expenses. Certain deemed distributions of participant loans2019-12-31$1,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$679,834
Value of total assets at end of year2019-12-31$24,272,257
Value of total assets at beginning of year2019-12-31$19,414,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$375
Total interest from all sources2019-12-31$16,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$468,066
Participant contributions at end of year2019-12-31$294,501
Participant contributions at beginning of year2019-12-31$358,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,858,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,272,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,414,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$23,766,707
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,849,404
Interest on participant loans2019-12-31$16,975
Net investment gain/loss from pooled separate accounts2019-12-31$4,258,265
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$211,768
Employer contributions (assets) at end of year2019-12-31$211,049
Employer contributions (assets) at beginning of year2019-12-31$206,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,603
Contract administrator fees2019-12-31$375
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-231,043
Total of all expenses incurred2018-12-31$705,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$689,826
Expenses. Certain deemed distributions of participant loans2018-12-31$15,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$688,594
Value of total assets at end of year2018-12-31$19,414,196
Value of total assets at beginning of year2018-12-31$20,351,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$415
Total interest from all sources2018-12-31$20,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$429,868
Participant contributions at end of year2018-12-31$358,297
Participant contributions at beginning of year2018-12-31$443,772
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,000
Other income not declared elsewhere2018-12-31$2,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-936,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,414,196
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,351,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$18,849,404
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,720,227
Interest on participant loans2018-12-31$20,681
Net investment gain/loss from pooled separate accounts2018-12-31$-943,040
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$208,726
Employer contributions (assets) at end of year2018-12-31$206,495
Employer contributions (assets) at beginning of year2018-12-31$187,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$689,826
Contract administrator fees2018-12-31$415
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,245,729
Total of all expenses incurred2017-12-31$100,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,679
Expenses. Certain deemed distributions of participant loans2017-12-31$6,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$635,350
Value of total assets at end of year2017-12-31$20,351,187
Value of total assets at beginning of year2017-12-31$17,206,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$280
Total interest from all sources2017-12-31$19,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$432,608
Participant contributions at end of year2017-12-31$443,772
Participant contributions at beginning of year2017-12-31$369,052
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,145,052
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,351,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,206,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$19,720,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,657,615
Interest on participant loans2017-12-31$19,441
Net investment gain/loss from pooled separate accounts2017-12-31$2,590,938
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$198,233
Employer contributions (assets) at end of year2017-12-31$187,188
Employer contributions (assets) at beginning of year2017-12-31$179,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,679
Contract administrator fees2017-12-31$280
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,071,340
Total of all expenses incurred2016-12-31$811,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$806,971
Expenses. Certain deemed distributions of participant loans2016-12-31$2,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$618,616
Value of total assets at end of year2016-12-31$17,206,135
Value of total assets at beginning of year2016-12-31$15,946,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,580
Total interest from all sources2016-12-31$14,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$410,488
Participant contributions at end of year2016-12-31$369,052
Participant contributions at beginning of year2016-12-31$249,237
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,259,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,206,135
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,946,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,203,969
Value of interest in pooled separate accounts at end of year2016-12-31$16,657,615
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,766,322
Interest on participant loans2016-12-31$14,341
Value of interest in common/collective trusts at beginning of year2016-12-31$1,564,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-225,825
Net investment gain/loss from pooled separate accounts2016-12-31$1,662,852
Net investment gain or loss from common/collective trusts2016-12-31$1,356
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$186,107
Employer contributions (assets) at end of year2016-12-31$179,468
Employer contributions (assets) at beginning of year2016-12-31$162,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$806,971
Contract administrator fees2016-12-31$2,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MOUNTJOY CHILTON AND MEDLEY
Accountancy firm EIN2016-12-31271235638
2015 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$630,585
Total of all expenses incurred2015-12-31$218,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$176,478
Expenses. Certain deemed distributions of participant loans2015-12-31$10,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$399,655
Value of total assets at end of year2015-12-31$15,946,528
Value of total assets at beginning of year2015-12-31$15,534,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,181
Total interest from all sources2015-12-31$8,913
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,549
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$236,742
Participant contributions at end of year2015-12-31$249,237
Participant contributions at beginning of year2015-12-31$178,038
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$411,862
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,946,528
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,534,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,203,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,992,378
Value of interest in pooled separate accounts at end of year2015-12-31$9,766,322
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,654,770
Interest on participant loans2015-12-31$8,913
Value of interest in common/collective trusts at end of year2015-12-31$1,564,087
Value of interest in common/collective trusts at beginning of year2015-12-31$1,557,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$122,301
Net investment gain/loss from pooled separate accounts2015-12-31$63,288
Net investment gain or loss from common/collective trusts2015-12-31$-1,121
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$162,913
Employer contributions (assets) at end of year2015-12-31$162,913
Employer contributions (assets) at beginning of year2015-12-31$151,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$176,478
Contract administrator fees2015-12-31$32,181
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 name2015-12-31MOUNTJOY CHILTON AND MEDLEY
Accountancy firm EIN2015-12-31271235638
2014 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,413,837
Total of all expenses incurred2014-12-31$114,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$76,269
Expenses. Certain deemed distributions of participant loans2014-12-31$9,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$403,772
Value of total assets at end of year2014-12-31$15,534,666
Value of total assets at beginning of year2014-12-31$14,235,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,189
Total interest from all sources2014-12-31$7,579
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$34,036
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$222,710
Participant contributions at end of year2014-12-31$178,038
Participant contributions at beginning of year2014-12-31$164,908
Participant contributions at beginning of year2014-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,299,205
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,534,666
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,235,461
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$3,992,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,532,747
Value of interest in pooled separate accounts at end of year2014-12-31$9,654,770
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,991,506
Interest on participant loans2014-12-31$7,579
Value of interest in common/collective trusts at end of year2014-12-31$1,557,561
Value of interest in common/collective trusts at beginning of year2014-12-31$1,399,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$347,615
Net investment gain/loss from pooled separate accounts2014-12-31$601,676
Net investment gain or loss from common/collective trusts2014-12-31$19,159
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$181,062
Employer contributions (assets) at end of year2014-12-31$151,919
Employer contributions (assets) at beginning of year2014-12-31$146,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,269
Contract administrator fees2014-12-31$29,189
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 name2014-12-31MOUNTJOY CHILTON AND MEDLEY
Accountancy firm EIN2014-12-31271235638
2013 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,140
Total income from all sources (including contributions)2013-12-31$3,009,379
Total of all expenses incurred2013-12-31$314,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$276,006
Expenses. Certain deemed distributions of participant loans2013-12-31$12,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$436,268
Value of total assets at end of year2013-12-31$14,235,461
Value of total assets at beginning of year2013-12-31$11,544,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,828
Total interest from all sources2013-12-31$8,137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,212
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$207,994
Participant contributions at end of year2013-12-31$164,908
Participant contributions at beginning of year2013-12-31$197,279
Participant contributions at end of year2013-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,140
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$2,695,101
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,235,461
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,540,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,532,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,798,619
Value of interest in pooled separate accounts at end of year2013-12-31$8,991,506
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,184,660
Interest on participant loans2013-12-31$8,137
Value of interest in common/collective trusts at end of year2013-12-31$1,399,977
Value of interest in common/collective trusts at beginning of year2013-12-31$1,224,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$754,884
Net investment gain/loss from pooled separate accounts2013-12-31$1,790,986
Net investment gain or loss from common/collective trusts2013-12-31$-9,108
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$228,274
Employer contributions (assets) at end of year2013-12-31$146,223
Employer contributions (assets) at beginning of year2013-12-31$138,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$276,006
Contract administrator fees2013-12-31$25,828
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 name2013-12-31MOUNTJOY CHILTON AND MEDLEY
Accountancy firm EIN2013-12-31271235638
2012 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,514
Total income from all sources (including contributions)2012-12-31$1,904,663
Total of all expenses incurred2012-12-31$799,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$775,888
Expenses. Certain deemed distributions of participant loans2012-12-31$2,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$649,827
Value of total assets at end of year2012-12-31$11,544,500
Value of total assets at beginning of year2012-12-31$10,464,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,865
Total interest from all sources2012-12-31$9,928
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,306
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$162,435
Participant contributions at end of year2012-12-31$197,279
Participant contributions at beginning of year2012-12-31$206,542
Participant contributions at beginning of year2012-12-31$2,006
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$28,514
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$1,104,832
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,540,360
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,435,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,798,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,583,912
Value of interest in pooled separate accounts at end of year2012-12-31$7,184,660
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,320,452
Interest on participant loans2012-12-31$9,928
Value of interest in common/collective trusts at end of year2012-12-31$1,224,981
Value of interest in common/collective trusts at beginning of year2012-12-31$1,219,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$261,415
Net investment gain/loss from pooled separate accounts2012-12-31$934,666
Net investment gain or loss from common/collective trusts2012-12-31$15,521
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$487,392
Employer contributions (assets) at end of year2012-12-31$138,961
Employer contributions (assets) at beginning of year2012-12-31$131,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$771,747
Contract administrator fees2012-12-31$21,865
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 name2012-12-31MONROE SHINE & CO, INC.
Accountancy firm EIN2012-12-31351515068
2011 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,514
Total income from all sources (including contributions)2011-12-31$227,615
Total of all expenses incurred2011-12-31$209,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$149,021
Expenses. Certain deemed distributions of participant loans2011-12-31$8,683
Value of total corrective distributions2011-12-31$28,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,905
Value of total assets at end of year2011-12-31$10,464,042
Value of total assets at beginning of year2011-12-31$10,417,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,491
Total interest from all sources2011-12-31$13,107
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,677
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$152,540
Participant contributions at end of year2011-12-31$206,542
Participant contributions at beginning of year2011-12-31$272,141
Participant contributions at end of year2011-12-31$2,006
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$28,514
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$17,906
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,435,528
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,417,622
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,583,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,557,975
Value of interest in pooled separate accounts at end of year2011-12-31$6,320,452
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,338,148
Income. Interest from loans (other than to participants)2011-12-31$13,107
Value of interest in common/collective trusts at end of year2011-12-31$1,219,622
Value of interest in common/collective trusts at beginning of year2011-12-31$1,084,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-51,255
Net investment gain/loss from pooled separate accounts2011-12-31$-104,978
Net investment gain or loss from common/collective trusts2011-12-31$26,159
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$160,791
Employer contributions (assets) at end of year2011-12-31$131,508
Employer contributions (assets) at beginning of year2011-12-31$138,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$149,021
Contract administrator fees2011-12-31$23,491
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 name2011-12-31MONROE SHINE & CO, INC.
Accountancy firm EIN2011-12-31351515068
2010 : KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,878,110
Total of all expenses incurred2010-12-31$341,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$297,845
Expenses. Certain deemed distributions of participant loans2010-12-31$22,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$416,009
Value of total assets at end of year2010-12-31$10,417,622
Value of total assets at beginning of year2010-12-31$8,881,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,922
Total interest from all sources2010-12-31$13,530
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$187,468
Participant contributions at end of year2010-12-31$272,141
Participant contributions at beginning of year2010-12-31$188,870
Participant contributions at beginning of year2010-12-31$3,246
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,536,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,417,622
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,881,497
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$2,557,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,166,417
Value of interest in pooled separate accounts at end of year2010-12-31$6,338,148
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,315,594
Interest on participant loans2010-12-31$12,477
Interest earned on other investments2010-12-31$1,053
Value of interest in common/collective trusts at end of year2010-12-31$1,084,219
Value of interest in common/collective trusts at beginning of year2010-12-31$729,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$322,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$387,350
Net investment gain/loss from pooled separate accounts2010-12-31$1,001,828
Net investment gain or loss from common/collective trusts2010-12-31$39,393
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$195,044
Employer contributions (assets) at end of year2010-12-31$138,346
Employer contributions (assets) at beginning of year2010-12-31$155,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$297,845
Contract administrator fees2010-12-31$21,922
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 name2010-12-31MONROE SHINE & CO, INC.
Accountancy firm EIN2010-12-31351515068

Form 5500 Responses for KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN

2022: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KOETTER CONSTRUCTION 401(K) RETIREMENT 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: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Number of Individuals Covered206
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $46,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,572
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $53,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,217
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $47,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,919
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,654
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,471
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0068857
Policy instance 1
Insurance contract or identification number0068857
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $36,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,947
Insurance broker organization code?7
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,296
Total amount of fees paid to insurance companyUSD $13,325
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 $9,296
Amount paid for insurance broker fees474
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,237
Total amount of fees paid to insurance companyUSD $10,604
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 $9,237
Amount paid for insurance broker fees462
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,978
Total amount of fees paid to insurance companyUSD $20,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,169
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameSTUART JAMES FERGUSON-UNDERWRITERS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered150
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,044
Total amount of fees paid to insurance companyUSD $12,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,044
Amount paid for insurance broker fees2173
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSTUART JAMES FERGUSON-UNDERWRITERS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered130
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,861
Total amount of fees paid to insurance companyUSD $16,336
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441061
Policy instance 1
Insurance contract or identification number441061
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,860
Total amount of fees paid to insurance companyUSD $13,671
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 $8,860
Amount paid for insurance broker fees5985
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSTUART JAMES FERGUSON-UNDERWRITERS

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