KEELEY CONSTRUCTION GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $1,447,378 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $1,447,378 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $9,754,046 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,344,265 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,232,086 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $5,218,419 |
| Value of total assets at end of year | 2023-12-31 | $27,425,356 |
| Value of total assets at beginning of year | 2023-12-31 | $19,015,575 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $112,179 |
| Total interest from all sources | 2023-12-31 | $12,250 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $408,803 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $345,175 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,865,479 |
| Participant contributions at end of year | 2023-12-31 | $6,094 |
| Participant contributions at beginning of year | 2023-12-31 | $8,599 |
| Participant contributions at end of year | 2023-12-31 | $78,518 |
| Participant contributions at beginning of year | 2023-12-31 | $51,452 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $453,037 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $8,409,781 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $27,425,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $19,015,575 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $72,254 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $21,073,227 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $13,914,034 |
| Interest on participant loans | 2023-12-31 | $325 |
| Income. Interest from US Government securities | 2023-12-31 | $8,625 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $836,352 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $720,805 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $134,827 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $255,475 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $255,475 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $3,300 |
| Asset value of US Government securities at end of year | 2023-12-31 | $199,284 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $198,980 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,649,067 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $18,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,899,903 |
| Employer contributions (assets) at end of year | 2023-12-31 | $47,109 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $31,551 |
| Income. Dividends from common stock | 2023-12-31 | $63,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,232,086 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $5,049,945 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $3,834,679 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2023-12-31 | 431764273 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $1,447,378 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $1,447,378 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $9,754,046 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,344,265 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,232,086 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $5,218,419 |
| Value of total assets at end of year | 2023-01-01 | $27,425,356 |
| Value of total assets at beginning of year | 2023-01-01 | $19,015,575 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $112,179 |
| Total interest from all sources | 2023-01-01 | $12,250 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $408,803 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $345,175 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $2,865,479 |
| Participant contributions at end of year | 2023-01-01 | $6,094 |
| Participant contributions at beginning of year | 2023-01-01 | $8,599 |
| Participant contributions at end of year | 2023-01-01 | $78,518 |
| Participant contributions at beginning of year | 2023-01-01 | $51,452 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $453,037 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $8,409,781 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $27,425,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $19,015,575 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $72,254 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $21,073,227 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $13,914,034 |
| Interest on participant loans | 2023-01-01 | $325 |
| Income. Interest from US Government securities | 2023-01-01 | $8,625 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $836,352 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $720,805 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $134,827 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $3,300 |
| Asset value of US Government securities at end of year | 2023-01-01 | $199,284 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $198,980 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $2,649,067 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $18,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,899,903 |
| Employer contributions (assets) at end of year | 2023-01-01 | $47,109 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $31,551 |
| Income. Dividends from common stock | 2023-01-01 | $63,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,232,086 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $5,049,945 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $3,834,679 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2023-01-01 | 431764273 |
| 2022 : KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,008,722 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,008,722 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $200,437 |
| Total loss/gain on sale of assets | 2022-12-31 | $-81,154 |
| Total of all expenses incurred | 2022-12-31 | $1,725,454 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,631,458 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,212,051 |
| Value of total assets at end of year | 2022-12-31 | $19,015,575 |
| Value of total assets at beginning of year | 2022-12-31 | $20,540,592 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $93,996 |
| Total interest from all sources | 2022-12-31 | $1,709 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $501,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $432,957 |
| Administrative expenses professional fees incurred | 2022-12-31 | $93,996 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $2,324,494 |
| Participant contributions at end of year | 2022-12-31 | $8,599 |
| Participant contributions at beginning of year | 2022-12-31 | $13,828 |
| Participant contributions at end of year | 2022-12-31 | $51,452 |
| Participant contributions at beginning of year | 2022-12-31 | $9,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $401,531 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,525,017 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,015,575 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,540,592 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,914,034 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,353,927 |
| Interest on participant loans | 2022-12-31 | $460 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $720,805 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $738,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $255,475 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $116,243 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $116,243 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,249 |
| Asset value of US Government securities at end of year | 2022-12-31 | $198,980 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,437,635 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $12,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,486,026 |
| Employer contributions (assets) at end of year | 2022-12-31 | $31,551 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $8,377 |
| Income. Dividends from common stock | 2022-12-31 | $68,591 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,631,458 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $3,834,679 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $4,300,102 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $31,306 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $112,460 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2022-12-31 | 431764273 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-1,008,722 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-1,008,722 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $200,437 |
| Total loss/gain on sale of assets | 2022-01-01 | $-81,154 |
| Total of all expenses incurred | 2022-01-01 | $1,725,454 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,631,458 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $4,212,051 |
| Value of total assets at end of year | 2022-01-01 | $19,015,575 |
| Value of total assets at beginning of year | 2022-01-01 | $20,540,592 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $93,996 |
| Total interest from all sources | 2022-01-01 | $1,709 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $501,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $432,957 |
| Administrative expenses professional fees incurred | 2022-01-01 | $93,996 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $2,324,494 |
| Participant contributions at end of year | 2022-01-01 | $8,599 |
| Participant contributions at beginning of year | 2022-01-01 | $13,828 |
| Participant contributions at end of year | 2022-01-01 | $51,452 |
| Participant contributions at beginning of year | 2022-01-01 | $9,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $401,531 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,525,017 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $19,015,575 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $20,540,592 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $13,914,034 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $15,353,927 |
| Interest on participant loans | 2022-01-01 | $460 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $720,805 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $738,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $255,475 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $1,249 |
| Asset value of US Government securities at end of year | 2022-01-01 | $198,980 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-3,437,635 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $12,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,486,026 |
| Employer contributions (assets) at end of year | 2022-01-01 | $31,551 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $8,377 |
| Income. Dividends from common stock | 2022-01-01 | $68,591 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,631,458 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $3,834,679 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $4,300,102 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $31,306 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $112,460 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2022-01-01 | 431764273 |
| 2021 : KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $758,668 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $758,668 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,099,126 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,100,929 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,017,440 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,270,492 |
| Value of total assets at end of year | 2021-12-31 | $20,540,592 |
| Value of total assets at beginning of year | 2021-12-31 | $15,542,395 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $83,489 |
| Total interest from all sources | 2021-12-31 | $56,159 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,213,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,213,904 |
| Administrative expenses professional fees incurred | 2021-12-31 | $22,242 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,743,666 |
| Participant contributions at end of year | 2021-12-31 | $13,828 |
| Participant contributions at beginning of year | 2021-12-31 | $37,420 |
| Participant contributions at end of year | 2021-12-31 | $9,667 |
| Participant contributions at beginning of year | 2021-12-31 | $32,536 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $392,667 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $4,998,197 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,540,592 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,542,395 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $61,247 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,353,927 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,173,925 |
| Interest on participant loans | 2021-12-31 | $863 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $738,448 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $652,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $116,243 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $156,659 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $156,659 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $55,296 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $789,241 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,134,159 |
| Employer contributions (assets) at end of year | 2021-12-31 | $8,377 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $16,710 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,017,440 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $4,300,102 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $3,472,238 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2021-12-31 | 431764273 |
| 2020 : KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $962,241 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $962,241 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,532,106 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $364,441 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $334,620 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,911,907 |
| Value of total assets at end of year | 2020-12-31 | $15,542,395 |
| Value of total assets at beginning of year | 2020-12-31 | $10,374,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,821 |
| Total interest from all sources | 2020-12-31 | $48,913 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $396,521 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $396,521 |
| Administrative expenses professional fees incurred | 2020-12-31 | $29,821 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,130,204 |
| Participant contributions at end of year | 2020-12-31 | $37,420 |
| Participant contributions at beginning of year | 2020-12-31 | $64,828 |
| Participant contributions at end of year | 2020-12-31 | $32,536 |
| Participant contributions at beginning of year | 2020-12-31 | $35,363 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $14,141 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $5,167,665 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,542,395 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,374,730 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,173,925 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,625,140 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,995,733 |
| Interest on participant loans | 2020-12-31 | $1,950 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $652,907 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $156,659 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $140,078 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $140,078 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $46,963 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,212,022 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $502 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $767,562 |
| Employer contributions (assets) at end of year | 2020-12-31 | $16,710 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $22,932 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $334,620 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $3,472,238 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $2,490,656 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2020-12-31 | 431764273 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-02-29 | $131,282 |
| Total unrealized appreciation/depreciation of assets | 2020-02-29 | $131,282 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total income from all sources (including contributions) | 2020-02-29 | $2,272,880 |
| Total loss/gain on sale of assets | 2020-02-29 | $0 |
| Total of all expenses incurred | 2020-02-29 | $450,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $415,265 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $1,920,926 |
| Value of total assets at end of year | 2020-02-29 | $10,374,730 |
| Value of total assets at beginning of year | 2020-02-29 | $8,552,394 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $35,279 |
| Total interest from all sources | 2020-02-29 | $3,224 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $51,497 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-02-29 | $9,346 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Contributions received from participants | 2020-02-29 | $827,719 |
| Participant contributions at end of year | 2020-02-29 | $64,828 |
| Participant contributions at beginning of year | 2020-02-29 | $84,048 |
| Participant contributions at end of year | 2020-02-29 | $35,363 |
| Participant contributions at beginning of year | 2020-02-29 | $21,930 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-02-29 | $621,034 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $1,822,336 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $10,374,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $8,552,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Investment advisory and management fees | 2020-02-29 | $35,279 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-02-29 | $1,625,140 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $1,402,514 |
| Value of interest in pooled separate accounts at end of year | 2020-02-29 | $5,995,733 |
| Value of interest in pooled separate accounts at beginning of year | 2020-02-29 | $3,695,933 |
| Interest on participant loans | 2020-02-29 | $3,160 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $140,078 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $791,883 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $791,883 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $64 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $57,200 |
| Net investment gain/loss from pooled separate accounts | 2020-02-29 | $108,751 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $472,173 |
| Employer contributions (assets) at end of year | 2020-02-29 | $22,932 |
| Employer contributions (assets) at beginning of year | 2020-02-29 | $11,594 |
| Income. Dividends from common stock | 2020-02-29 | $42,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $415,265 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-02-29 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-02-29 | $103,938 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-02-29 | $2,490,656 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-02-29 | $2,440,554 |
| Did the plan have assets held for investment | 2020-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Disclaimer |
| Accountancy firm name | 2020-02-29 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2020-02-29 | 431764273 |
| 2019 : KEELEY CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-02-28 | $-8,633 |
| Total unrealized appreciation/depreciation of assets | 2019-02-28 | $-8,633 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $0 |
| Total income from all sources (including contributions) | 2019-02-28 | $1,139,727 |
| Total loss/gain on sale of assets | 2019-02-28 | $0 |
| Total of all expenses incurred | 2019-02-28 | $99,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-02-28 | $67,495 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-02-28 | $815,581 |
| Value of total assets at end of year | 2019-02-28 | $8,552,394 |
| Value of total assets at beginning of year | 2019-02-28 | $7,511,823 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-02-28 | $31,661 |
| Total interest from all sources | 2019-02-28 | $5,568 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-02-28 | $176,335 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-02-28 | $77,482 |
| Administrative expenses professional fees incurred | 2019-02-28 | $31,661 |
| Was this plan covered by a fidelity bond | 2019-02-28 | Yes |
| Value of fidelity bond cover | 2019-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-02-28 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-02-28 | No |
| Contributions received from participants | 2019-02-28 | $520,398 |
| Participant contributions at end of year | 2019-02-28 | $84,048 |
| Participant contributions at beginning of year | 2019-02-28 | $79,205 |
| Participant contributions at end of year | 2019-02-28 | $21,930 |
| Participant contributions at beginning of year | 2019-02-28 | $6,252 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-02-28 | $14,662 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Value of net income/loss | 2019-02-28 | $1,040,571 |
| Value of net assets at end of year (total assets less liabilities) | 2019-02-28 | $8,552,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-02-28 | $7,511,823 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-02-28 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-02-28 | $1,402,514 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-02-28 | $1,304,657 |
| Value of interest in pooled separate accounts at end of year | 2019-02-28 | $3,695,933 |
| Value of interest in pooled separate accounts at beginning of year | 2019-02-28 | $3,592,286 |
| Interest on participant loans | 2019-02-28 | $4,191 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-02-28 | $791,883 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-02-28 | $104,079 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-02-28 | $104,079 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-02-28 | $1,377 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-02-28 | $150,876 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-02-28 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-02-28 | No |
| Contributions received in cash from employer | 2019-02-28 | $280,521 |
| Employer contributions (assets) at end of year | 2019-02-28 | $11,594 |
| Employer contributions (assets) at beginning of year | 2019-02-28 | $3,208 |
| Income. Dividends from common stock | 2019-02-28 | $98,853 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-02-28 | $67,495 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-02-28 | $103,938 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-02-28 | $117,389 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-02-28 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-02-28 | $2,440,554 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-02-28 | $2,304,747 |
| Did the plan have assets held for investment | 2019-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-02-28 | Disclaimer |
| Accountancy firm name | 2019-02-28 | SFW PARTNERS, LLC |
| Accountancy firm EIN | 2019-02-28 | 431764273 |
