401k Plan data: LOENBRO, INC. 401(K) PLAN plan

LOENBRO, INC. 401(K) PLAN 401k Plan overview

Plan Name	LOENBRO, INC. 401(K) PLAN
Plan identification number	001

LOENBRO, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOENBRO, LLC. has sponsored the creation of one or more 401k plans.

Company Name: LOENBRO, LLC.

Employer identification number (EIN): 383924889

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 MINDY KISER
001 2017-01-01 MINDY KISER
001 2016-01-01 MELANIE SLADE 2017-04-10

Plan Statistics for LOENBRO, INC. 401(K) PLAN

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

Measure Date Value
2023: LOENBRO, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,246
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 92
Total of all active and inactive participants 2023-01-01 1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,338
Number of participants with account balances 2023-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LOENBRO, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 971
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 763
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 132
Total of all active and inactive participants 2022-01-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 895
Number of participants with account balances 2022-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LOENBRO, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,350
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 120
Total of all active and inactive participants 2021-01-01 1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,470
Number of participants with account balances 2021-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LOENBRO, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 963
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 940
Number of retired or separated participants receiving benefits 2020-01-01 41
Number of other retired or separated participants entitled to future benefits 2020-01-01 129
Total of all active and inactive participants 2020-01-01 1,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,110
Number of participants with account balances 2020-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LOENBRO, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 731
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 801
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 86
Total of all active and inactive participants 2019-01-01 890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 890
Number of participants with account balances 2019-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LOENBRO, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 682
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 726
Number of participants with account balances 2018-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOENBRO, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 191
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 229
Number of participants with account balances 2017-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: LOENBRO, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,246
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	92
Total of all active and inactive participants	2023-01-01	1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,338
Number of participants with account balances	2023-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LOENBRO, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	971
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	763
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	132
Total of all active and inactive participants	2022-01-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	895
Number of participants with account balances	2022-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LOENBRO, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,350
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	120
Total of all active and inactive participants	2021-01-01	1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,470
Number of participants with account balances	2021-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LOENBRO, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	963
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	940
Number of retired or separated participants receiving benefits	2020-01-01	41
Number of other retired or separated participants entitled to future benefits	2020-01-01	129
Total of all active and inactive participants	2020-01-01	1,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,110
Number of participants with account balances	2020-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LOENBRO, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	731
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	801
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	86
Total of all active and inactive participants	2019-01-01	890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	890
Number of participants with account balances	2019-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LOENBRO, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	682
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	726
Number of participants with account balances	2018-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOENBRO, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	191
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	229
Number of participants with account balances	2017-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on LOENBRO, INC. 401(K) PLAN

Measure	Date	Value
2022 : LOENBRO, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$1,541,590
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,260,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,196,312
Value of total corrective distributions	2022-12-31	$160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,194,439
Value of total assets at end of year	2022-12-31	$9,442,823
Value of total assets at beginning of year	2022-12-31	$9,161,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,293
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$182,411
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	$182,411
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	$1,261,376
Participant contributions at beginning of year	2022-12-31	$11,128
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,219,836
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	$280,825
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,442,823
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,161,998
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	$9,298,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,135,122
Value of interest in common/collective trusts at end of year	2022-12-31	$144,016
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,840,111
Net investment gain or loss from common/collective trusts	2022-12-31	$4,851
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	Yes
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	$713,227
Employer contributions (assets) at beginning of year	2022-12-31	$5,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,196,312
Contract administrator fees	2022-12-31	$64,293
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, LLP
Accountancy firm EIN	2022-12-31	135381590
2021 : LOENBRO, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$2,937,503
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,647,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,586,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,669,366
Value of total assets at end of year	2021-12-31	$9,161,998
Value of total assets at beginning of year	2021-12-31	$7,872,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60,933
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$144,890
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	$144,890
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	Yes
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	$1,061,475
Participant contributions at end of year	2021-12-31	$11,128
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$33,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$82
Other income not declared elsewhere	2021-12-31	$66,467
Total non interest bearing cash at beginning of year	2021-12-31	$5,060
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	$1,289,876
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,161,998
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,872,122
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,135,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,863,962
Value of interest in common/collective trusts at end of year	2021-12-31	$9,867
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,056,774
Net investment gain or loss from common/collective trusts	2021-12-31	$6
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	Yes
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	$574,510
Employer contributions (assets) at end of year	2021-12-31	$5,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,586,694
Contract administrator fees	2021-12-31	$60,933
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	2021-12-31	Yes
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	Qualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : LOENBRO, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$452,145
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	$33
Total income from all sources (including contributions)	2020-12-31	$3,170,626
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,787,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,741,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,959,213
Value of total assets at end of year	2020-12-31	$7,872,122
Value of total assets at beginning of year	2020-12-31	$6,941,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,292
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$182,796
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	$182,796
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	Yes
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	$1,085,536
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$100
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,187
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$219,811
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$33
Administrative expenses (other) incurred	2020-12-31	$22,579
Total non interest bearing cash at end of year	2020-12-31	$5,060
Total non interest bearing cash at beginning of year	2020-12-31	$27,133
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	$1,382,661
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,872,122
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,941,606
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
Investment advisory and management fees	2020-12-31	$23,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,863,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,913,051
Interest on participant loans	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$3,018
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,028,544
Net investment gain or loss from common/collective trusts	2020-12-31	$73
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	Yes
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	$653,866
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,741,673
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	2020-12-31	Yes
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	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : LOENBRO, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$90
Total income from all sources (including contributions)	2019-12-31	$3,156,902
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$826,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$791,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,968,981
Value of total assets at end of year	2019-12-31	$6,941,639
Value of total assets at beginning of year	2019-12-31	$4,611,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,584
Total interest from all sources	2019-12-31	$29
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$144,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$144,730
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,214,481
Participant contributions at end of year	2019-12-31	$100
Participant contributions at beginning of year	2019-12-31	$1,210
Participant contributions at end of year	2019-12-31	$1,187
Participant contributions at beginning of year	2019-12-31	$2,856
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$68,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$33
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$90
Total non interest bearing cash at end of year	2019-12-31	$27,133
Total non interest bearing cash at beginning of year	2019-12-31	$18,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,330,305
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,941,606
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,611,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$22,390
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,913,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,586,867
Interest on participant loans	2019-12-31	$29
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,043,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$685,571
Employer contributions (assets) at end of year	2019-12-31	$168
Employer contributions (assets) at beginning of year	2019-12-31	$1,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$791,013
Contract administrator fees	2019-12-31	$13,194
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : LOENBRO, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,226,067
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$307,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$280,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,587,460
Value of total assets at end of year	2018-12-31	$4,611,391
Value of total assets at beginning of year	2018-12-31	$3,692,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,251
Total interest from all sources	2018-12-31	$105
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$113,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$113,192
Administrative expenses professional fees incurred	2018-12-31	$18,947
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$703,245
Participant contributions at end of year	2018-12-31	$1,210
Participant contributions at beginning of year	2018-12-31	$6,352
Participant contributions at end of year	2018-12-31	$2,856
Participant contributions at beginning of year	2018-12-31	$126
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$485,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$18,741
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$918,752
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,611,301
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,692,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,586,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,685,949
Interest on participant loans	2018-12-31	$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-474,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$398,788
Employer contributions (assets) at end of year	2018-12-31	$1,717
Employer contributions (assets) at beginning of year	2018-12-31	$122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$280,064
Contract administrator fees	2018-12-31	$8,304
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : LOENBRO, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,434,420
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$413,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$392,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$871,634
Value of total assets at end of year	2017-12-31	$3,692,549
Value of total assets at beginning of year	2017-12-31	$2,671,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,995
Total interest from all sources	2017-12-31	$575
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$72,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$72,433
Administrative expenses professional fees incurred	2017-12-31	$13,694
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$532,694
Participant contributions at end of year	2017-12-31	$6,352
Participant contributions at beginning of year	2017-12-31	$23,527
Participant contributions at end of year	2017-12-31	$126
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$32,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,021,021
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,692,549
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,671,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,685,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,665,880
Interest on participant loans	2017-12-31	$575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$489,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$306,314
Employer contributions (assets) at end of year	2017-12-31	$122
Employer contributions (assets) at beginning of year	2017-12-31	$-17,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$392,404
Contract administrator fees	2017-12-31	$7,301
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LOUCKS & GLASSLEY, PLLP
Accountancy firm EIN	2017-12-31	810362229

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

2023: LOENBRO, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LOENBRO, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOENBRO, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOENBRO, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOENBRO, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOENBRO, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOENBRO, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

632646

Policy instance

Insurance contract or identification number	632646
Number of Individuals Covered	1338
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LOENBRO, LLC.
Employer identification number (EIN):	383924889
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction