Logo

MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 401k Plan overview

Plan NameMATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN
Plan identification number 001

MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MATHIOWETZ CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MATHIOWETZ CONSTRUCTION COMPANY
Employer identification number (EIN):410873426
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01JULIE ANDERSON2023-01-10 JULIE ANDERSON2023-01-10
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01JULIE ANDERSON JULIE ANDERSON2018-10-23
0012016-04-01JULIE ANDERSON
0012015-04-01JULIE ANDERSON
0012014-04-01JULIE ANDERSON
0012013-04-01JULIE ANDERSON
0012012-04-01JULIE ANDERSON
0012011-04-01JULIE ANDERSON
0012009-04-01JULIE ANDERSON JULIE ANDERSON2010-10-13

Plan Statistics for MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

401k plan membership statisitcs for MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

Measure Date Value
2022: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01231
Total number of active participants reported on line 7a of the Form 55002022-04-01172
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0167
Total of all active and inactive participants2022-04-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01240
Number of participants with account balances2022-04-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-012
2021: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01229
Total number of active participants reported on line 7a of the Form 55002021-04-01183
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0155
Total of all active and inactive participants2021-04-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01238
Number of participants with account balances2021-04-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01246
Total number of active participants reported on line 7a of the Form 55002020-04-01164
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0168
Total of all active and inactive participants2020-04-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01232
Number of participants with account balances2020-04-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-012
2019: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01251
Total number of active participants reported on line 7a of the Form 55002019-04-01184
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0181
Total of all active and inactive participants2019-04-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01265
Number of participants with account balances2019-04-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-013
2018: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01252
Total number of active participants reported on line 7a of the Form 55002018-04-01182
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0170
Total of all active and inactive participants2018-04-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01252
Number of participants with account balances2018-04-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-012
2017: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01255
Total number of active participants reported on line 7a of the Form 55002017-04-01184
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0172
Total of all active and inactive participants2017-04-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01256
Number of participants with account balances2017-04-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-013
2016: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01251
Total number of active participants reported on line 7a of the Form 55002016-04-01187
Number of retired or separated participants receiving benefits2016-04-0167
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01254
Number of participants with account balances2016-04-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01229
Total number of active participants reported on line 7a of the Form 55002015-04-01194
Number of retired or separated participants receiving benefits2015-04-0151
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01245
Number of participants with account balances2015-04-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01212
Total number of active participants reported on line 7a of the Form 55002014-04-01167
Number of retired or separated participants receiving benefits2014-04-0139
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01206
Number of participants with account balances2014-04-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01209
Total number of active participants reported on line 7a of the Form 55002013-04-01175
Number of retired or separated participants receiving benefits2013-04-0146
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01221
Number of participants with account balances2013-04-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-011
2012: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01214
Total number of active participants reported on line 7a of the Form 55002012-04-01190
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0140
Total of all active and inactive participants2012-04-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01230
Number of participants with account balances2012-04-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01211
Total number of active participants reported on line 7a of the Form 55002011-04-01167
Number of retired or separated participants receiving benefits2011-04-014
Number of other retired or separated participants entitled to future benefits2011-04-0143
Total of all active and inactive participants2011-04-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01214
Number of participants with account balances2011-04-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-014
2009: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01234
Total number of active participants reported on line 7a of the Form 55002009-04-01167
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0148
Total of all active and inactive participants2009-04-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01215
Number of participants with account balances2009-04-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

Measure Date Value
2023 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$12
Total income from all sources (including contributions)2023-03-31$985,821
Total of all expenses incurred2023-03-31$2,489,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$2,469,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$4,479,259
Value of total assets at end of year2023-03-31$52,015,797
Value of total assets at beginning of year2023-03-31$53,519,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$19,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,121,773
Participant contributions at end of year2023-03-31$42
Participant contributions at beginning of year2023-03-31$4,487
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$16,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$12
Administrative expenses (other) incurred2023-03-31$19,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,503,519
Value of net assets at end of year (total assets less liabilities)2023-03-31$52,015,629
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$53,519,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in common/collective trusts at end of year2023-03-31$51,159,024
Value of interest in common/collective trusts at beginning of year2023-03-31$52,700,129
Net investment gain or loss from common/collective trusts2023-03-31$-3,493,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$3,341,260
Employer contributions (assets) at end of year2023-03-31$856,731
Employer contributions (assets) at beginning of year2023-03-31$814,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$2,469,412
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2023-03-31410746749
2022 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$5,985,050
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$6,111,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$6,090,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$3,916,402
Value of total assets at end of year2022-03-31$53,519,160
Value of total assets at beginning of year2022-03-31$53,645,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$20,560
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,033,773
Participant contributions at end of year2022-03-31$4,487
Participant contributions at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$32,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Administrative expenses (other) incurred2022-03-31$20,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-126,257
Value of net assets at end of year (total assets less liabilities)2022-03-31$53,519,148
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$53,645,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in common/collective trusts at end of year2022-03-31$52,700,129
Value of interest in common/collective trusts at beginning of year2022-03-31$52,953,279
Net investment gain or loss from common/collective trusts2022-03-31$2,068,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$2,850,283
Employer contributions (assets) at end of year2022-03-31$814,544
Employer contributions (assets) at beginning of year2022-03-31$692,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$6,090,747
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-03-31410746749
2021 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$20,312,991
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$2,053,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$2,028,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$3,675,762
Value of total assets at end of year2021-03-31$53,645,405
Value of total assets at beginning of year2021-03-31$35,385,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$24,431
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Administrative expenses professional fees incurred2021-03-31$12,760
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$899,872
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$1,484
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$123,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$0
Administrative expenses (other) incurred2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$18,259,685
Value of net assets at end of year (total assets less liabilities)2021-03-31$53,645,405
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$35,385,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$11,671
Value of interest in common/collective trusts at end of year2021-03-31$52,953,279
Value of interest in common/collective trusts at beginning of year2021-03-31$34,656,429
Net investment gain or loss from common/collective trusts2021-03-31$16,637,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31Yes
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$2,652,171
Employer contributions (assets) at end of year2021-03-31$692,126
Employer contributions (assets) at beginning of year2021-03-31$727,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$2,028,875
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-03-31410746749
2020 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-834,092
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$4,373,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$4,325,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,401,572
Value of total assets at end of year2020-03-31$35,385,720
Value of total assets at beginning of year2020-03-31$40,593,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$48,324
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$21,743
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$897,344
Participant contributions at end of year2020-03-31$1,484
Participant contributions at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$93,071
Administrative expenses (other) incurred2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-5,207,654
Value of net assets at end of year (total assets less liabilities)2020-03-31$35,385,720
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$40,593,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$26,581
Value of interest in common/collective trusts at end of year2020-03-31$34,656,429
Value of interest in common/collective trusts at beginning of year2020-03-31$39,974,903
Net investment gain or loss from common/collective trusts2020-03-31$-4,235,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31Yes
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$2,411,157
Employer contributions (assets) at end of year2020-03-31$727,807
Employer contributions (assets) at beginning of year2020-03-31$618,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$4,325,238
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-03-31410746749
2019 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$6,504
Total income from all sources (including contributions)2019-03-31$4,137,006
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$1,476,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$1,431,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$2,925,429
Value of total assets at end of year2019-03-31$40,593,374
Value of total assets at beginning of year2019-03-31$37,939,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$44,732
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$14,000
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$766,631
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$48,590
Liabilities. Value of operating payables at beginning of year2019-03-31$6,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$2,660,353
Value of net assets at end of year (total assets less liabilities)2019-03-31$40,593,374
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$37,933,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$30,732
Value of interest in common/collective trusts at end of year2019-03-31$39,974,903
Value of interest in common/collective trusts at beginning of year2019-03-31$37,357,466
Net investment gain or loss from common/collective trusts2019-03-31$1,211,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$2,110,208
Employer contributions (assets) at end of year2019-03-31$618,471
Employer contributions (assets) at beginning of year2019-03-31$582,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$1,431,921
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-03-31410746749
2018 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$6,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$5,496
Total income from all sources (including contributions)2018-03-31$6,107,679
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$2,333,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,282,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$2,479,651
Value of total assets at end of year2018-03-31$37,939,525
Value of total assets at beginning of year2018-03-31$34,163,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$50,655
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$20,980
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$642,552
Liabilities. Value of operating payables at end of year2018-03-31$6,504
Liabilities. Value of operating payables at beginning of year2018-03-31$5,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$3,774,568
Value of net assets at end of year (total assets less liabilities)2018-03-31$37,933,021
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$34,158,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$29,675
Value of interest in common/collective trusts at end of year2018-03-31$37,357,466
Value of interest in common/collective trusts at beginning of year2018-03-31$33,533,367
Net investment gain or loss from common/collective trusts2018-03-31$3,628,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$1,837,099
Employer contributions (assets) at end of year2018-03-31$582,059
Employer contributions (assets) at beginning of year2018-03-31$630,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,282,456
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-03-31410746749
2017 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$5,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$5,820
Total income from all sources (including contributions)2017-03-31$6,655,516
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$1,876,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,828,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$2,754,761
Value of total assets at end of year2017-03-31$34,163,949
Value of total assets at beginning of year2017-03-31$29,385,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$48,140
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$18,328
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$657,228
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$9,825
Liabilities. Value of operating payables at end of year2017-03-31$5,496
Liabilities. Value of operating payables at beginning of year2017-03-31$5,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$4,778,683
Value of net assets at end of year (total assets less liabilities)2017-03-31$34,158,453
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$29,379,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$29,812
Value of interest in common/collective trusts at end of year2017-03-31$33,533,367
Value of interest in common/collective trusts at beginning of year2017-03-31$28,912,453
Net investment gain or loss from common/collective trusts2017-03-31$3,900,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$2,087,708
Employer contributions (assets) at end of year2017-03-31$630,582
Employer contributions (assets) at beginning of year2017-03-31$473,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,828,693
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-03-31410746749
2016 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$5,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$5,940
Total income from all sources (including contributions)2016-03-31$1,696,295
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$1,365,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,292,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$2,782,080
Value of total assets at end of year2016-03-31$29,385,590
Value of total assets at beginning of year2016-03-31$29,054,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$72,948
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$72,948
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$707,592
Participant contributions at beginning of year2016-03-31$2,164
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$24,100
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$15,114
Other income not declared elsewhere2016-03-31$173
Liabilities. Value of operating payables at end of year2016-03-31$5,820
Liabilities. Value of operating payables at beginning of year2016-03-31$5,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$330,995
Value of net assets at end of year (total assets less liabilities)2016-03-31$29,379,770
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$29,048,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in common/collective trusts at end of year2016-03-31$28,912,453
Value of interest in common/collective trusts at beginning of year2016-03-31$28,545,653
Net investment gain or loss from common/collective trusts2016-03-31$-1,085,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$2,059,374
Employer contributions (assets) at end of year2016-03-31$473,137
Employer contributions (assets) at beginning of year2016-03-31$482,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,292,352
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-03-31410746749
2015 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$5,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$3,029
Total income from all sources (including contributions)2015-03-31$4,054,063
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,882,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,814,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$2,501,136
Value of total assets at end of year2015-03-31$29,054,715
Value of total assets at beginning of year2015-03-31$26,880,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$68,138
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$18,490
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$635,133
Participant contributions at end of year2015-03-31$2,164
Participant contributions at beginning of year2015-03-31$561
Assets. Other investments not covered elsewhere at end of year2015-03-31$24,100
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$179,597
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$32,073
Other income not declared elsewhere2015-03-31$1,301
Liabilities. Value of operating payables at end of year2015-03-31$5,940
Liabilities. Value of operating payables at beginning of year2015-03-31$3,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$2,171,424
Value of net assets at end of year (total assets less liabilities)2015-03-31$29,048,775
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$26,877,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$49,648
Value of interest in common/collective trusts at end of year2015-03-31$28,545,653
Value of interest in common/collective trusts at beginning of year2015-03-31$26,431,714
Net investment gain or loss from common/collective trusts2015-03-31$1,551,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,833,930
Employer contributions (assets) at end of year2015-03-31$482,798
Employer contributions (assets) at beginning of year2015-03-31$268,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,814,501
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-03-31410746749
2014 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$3,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$6,800
Total income from all sources (including contributions)2014-03-31$4,975,737
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$1,314,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,252,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$2,087,500
Value of total assets at end of year2014-03-31$26,880,380
Value of total assets at beginning of year2014-03-31$23,223,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$62,241
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$17,467
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$476,621
Participant contributions at end of year2014-03-31$561
Assets. Other investments not covered elsewhere at end of year2014-03-31$179,597
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$173,540
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$14,391
Other income not declared elsewhere2014-03-31$6,057
Administrative expenses (other) incurred2014-03-31$0
Liabilities. Value of operating payables at end of year2014-03-31$3,029
Liabilities. Value of operating payables at beginning of year2014-03-31$6,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$3,661,062
Value of net assets at end of year (total assets less liabilities)2014-03-31$26,877,351
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$23,216,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$44,774
Value of interest in common/collective trusts at end of year2014-03-31$26,431,714
Value of interest in common/collective trusts at beginning of year2014-03-31$22,823,205
Net investment gain or loss from common/collective trusts2014-03-31$2,882,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,596,488
Employer contributions (assets) at end of year2014-03-31$268,508
Employer contributions (assets) at beginning of year2014-03-31$226,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,252,434
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-03-31410746749
2013 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$6,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$107,685
Total income from all sources (including contributions)2013-03-31$3,939,411
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$1,789,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$1,759,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,143,146
Value of total assets at end of year2013-03-31$23,223,089
Value of total assets at beginning of year2013-03-31$21,173,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$29,467
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$429,495
Assets. Other investments not covered elsewhere at end of year2013-03-31$173,540
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$167,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$100,835
Administrative expenses (other) incurred2013-03-31$29,467
Liabilities. Value of operating payables at end of year2013-03-31$6,800
Liabilities. Value of operating payables at beginning of year2013-03-31$6,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$2,150,366
Value of net assets at end of year (total assets less liabilities)2013-03-31$23,216,289
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$21,065,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in common/collective trusts at end of year2013-03-31$22,823,205
Value of interest in common/collective trusts at beginning of year2013-03-31$20,793,457
Net investment gain/loss from pooled separate accounts2013-03-31$5,884
Net investment gain or loss from common/collective trusts2013-03-31$1,790,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$1,713,651
Employer contributions (assets) at end of year2013-03-31$226,344
Employer contributions (assets) at beginning of year2013-03-31$212,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$1,759,578
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-03-31410746749
2012 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$107,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$7,500
Total income from all sources (including contributions)2012-03-31$1,777,550
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$1,690,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$1,674,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,814,705
Value of total assets at end of year2012-03-31$21,173,608
Value of total assets at beginning of year2012-03-31$20,986,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$15,655
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$310,640
Assets. Other investments not covered elsewhere at end of year2012-03-31$167,656
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$161,971
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$37,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$100,835
Administrative expenses (other) incurred2012-03-31$15,655
Liabilities. Value of operating payables at end of year2012-03-31$6,850
Liabilities. Value of operating payables at beginning of year2012-03-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$87,340
Value of net assets at end of year (total assets less liabilities)2012-03-31$21,065,923
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$20,978,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in common/collective trusts at end of year2012-03-31$20,793,457
Value of interest in common/collective trusts at beginning of year2012-03-31$20,689,666
Net investment gain/loss from pooled separate accounts2012-03-31$5,685
Net investment gain or loss from common/collective trusts2012-03-31$-42,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,466,795
Employer contributions (assets) at end of year2012-03-31$212,495
Employer contributions (assets) at beginning of year2012-03-31$134,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$1,674,555
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-03-31410746749
2011 : MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$2,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$7,350
Total income from all sources (including contributions)2011-03-31$4,300,533
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$1,477,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,460,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,894,199
Value of total assets at end of year2011-03-31$20,986,083
Value of total assets at beginning of year2011-03-31$18,160,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$17,215
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$319,006
Participant contributions at beginning of year2011-03-31$2,715
Assets. Other investments not covered elsewhere at end of year2011-03-31$161,971
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$158,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$0
Administrative expenses (other) incurred2011-03-31$17,215
Liabilities. Value of operating payables at end of year2011-03-31$7,500
Liabilities. Value of operating payables at beginning of year2011-03-31$7,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$2,823,120
Value of net assets at end of year (total assets less liabilities)2011-03-31$20,978,583
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$18,152,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in common/collective trusts at end of year2011-03-31$20,689,666
Value of interest in common/collective trusts at beginning of year2011-03-31$17,871,912
Net investment gain/loss from pooled separate accounts2011-03-31$5,502
Net investment gain or loss from common/collective trusts2011-03-31$2,400,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,575,193
Employer contributions (assets) at end of year2011-03-31$134,446
Employer contributions (assets) at beginning of year2011-03-31$126,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,460,198
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31LARSON ALLEN, LLP
Accountancy firm EIN2011-03-31410746749

Form 5500 Responses for MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN

2022: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulitple employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulitple employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulitple employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: MATHIOWETZ CONSTRUCTION CO. RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number02011547
Policy instance 1
Insurance contract or identification number02011547
Number of Individuals Covered1
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number02011547
Policy instance 1
Insurance contract or identification number02011547
Number of Individuals Covered4
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number02011547
Policy instance 1
Insurance contract or identification number02011547
Number of Individuals Covered4
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number02011547
Policy instance 1
Insurance contract or identification number02011547
Number of Individuals Covered4
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number02011547
Policy instance 1
Insurance contract or identification number02011547
Number of Individuals Covered5
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1