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

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

BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:BILL WHITTERS CONSTRUCTION, INC.
Employer identification number (EIN):421360644
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012021-10-01
0012020-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01BILL WHITTERS
0012015-10-01WILLIAM WHITTERS
0012014-10-01BILL WHITTERS
0012013-10-01BILL WHITTERS
0012012-10-01BILL WHITTERS
0012011-10-01KRISTINE BARNHART
0012010-10-01JOE GREGORY
0012009-10-01JOE GREGORY
0012009-10-01JOE GREGORY JOE GREGORY2011-07-14
0012009-10-01JOE GREGORY JOE GREGORY2011-07-14
0012008-10-01

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

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

Measure Date Value
2021: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01113
Total number of active participants reported on line 7a of the Form 55002021-10-01146
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01146
Number of participants with account balances2021-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01238
Total number of active participants reported on line 7a of the Form 55002020-10-01163
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-01101
Total of all active and inactive participants2020-10-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01266
Number of participants with account balances2020-10-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0115
2019: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01246
Total number of active participants reported on line 7a of the Form 55002019-10-01167
Number of retired or separated participants receiving benefits2019-10-015
Number of other retired or separated participants entitled to future benefits2019-10-0182
Total of all active and inactive participants2019-10-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01254
Number of participants with account balances2019-10-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-015
2018: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01189
Total number of active participants reported on line 7a of the Form 55002018-10-01154
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-0183
Total of all active and inactive participants2018-10-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01238
Number of participants with account balances2018-10-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-017
2017: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01217
Total number of active participants reported on line 7a of the Form 55002017-10-01128
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-0156
Total of all active and inactive participants2017-10-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01187
Number of participants with account balances2017-10-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0112
2016: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01135
Total number of active participants reported on line 7a of the Form 55002016-10-01174
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0140
Total of all active and inactive participants2016-10-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01214
Number of participants with account balances2016-10-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-013
2015: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01172
Total number of active participants reported on line 7a of the Form 55002015-10-01123
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-018
Total of all active and inactive participants2015-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01131
Number of participants with account balances2015-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0112
2014: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01163
Total number of active participants reported on line 7a of the Form 55002014-10-01132
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-0128
Total of all active and inactive participants2014-10-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01164
Number of participants with account balances2014-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0110
2013: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01132
Total number of active participants reported on line 7a of the Form 55002013-10-01133
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0114
Total of all active and inactive participants2013-10-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01147
Number of participants with account balances2013-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0118
2012: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01134
Total number of active participants reported on line 7a of the Form 55002012-10-01112
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-0116
Total of all active and inactive participants2012-10-01130
Total participants2012-10-01130
Number of participants with account balances2012-10-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0111
2011: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01132
Total number of active participants reported on line 7a of the Form 55002011-10-01114
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0114
Total of all active and inactive participants2011-10-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01128
Number of participants with account balances2011-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-015
2010: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01137
Total number of active participants reported on line 7a of the Form 55002010-10-01116
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0116
Total of all active and inactive participants2010-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-011
Total participants2010-10-01133
Number of participants with account balances2010-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0111
2009: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01136
Total number of active participants reported on line 7a of the Form 55002009-10-01112
Number of retired or separated participants receiving benefits2009-10-015
Number of other retired or separated participants entitled to future benefits2009-10-0116
Total of all active and inactive participants2009-10-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01133
Number of participants with account balances2009-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0110

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

Measure Date Value
2022 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-232,491
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$457,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$391,898
Expenses. Certain deemed distributions of participant loans2022-09-30$58,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$507,784
Value of total assets at end of year2022-09-30$3,844,060
Value of total assets at beginning of year2022-09-30$4,534,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$7,027
Total interest from all sources2022-09-30$16,671
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$420,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$420,241
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$391,025
Participant contributions at end of year2022-09-30$68,627
Participant contributions at beginning of year2022-09-30$181,234
Participant contributions at end of year2022-09-30$9,876
Participant contributions at beginning of year2022-09-30$548
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$35,371
Administrative expenses (other) incurred2022-09-30$7,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-690,085
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,844,060
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$4,534,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in pooled separate accounts at end of year2022-09-30$3,675,671
Value of interest in pooled separate accounts at beginning of year2022-09-30$3,889,761
Interest on participant loans2022-09-30$16,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$88,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$462,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$79,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$81,388
Employer contributions (assets) at end of year2022-09-30$1,726
Employer contributions (assets) at beginning of year2022-09-30$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$391,898
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MENKE & COMPANY
Accountancy firm EIN2022-09-30421363298
2021 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$372,225
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$111,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$83,544
Expenses. Certain deemed distributions of participant loans2021-12-31$25,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$95,989
Value of total assets at end of year2021-12-31$4,794,951
Value of total assets at beginning of year2021-12-31$4,534,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,589
Total interest from all sources2021-12-31$3,156
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$369,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$369,023
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$79,886
Participant contributions at end of year2021-12-31$229,947
Participant contributions at beginning of year2021-12-31$181,234
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$548
Administrative expenses (other) incurred2021-12-31$2,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$260,806
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,794,951
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,534,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,088,213
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,889,761
Interest on participant loans2021-12-31$3,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$476,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$462,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,495
Net investment gain/loss from pooled separate accounts2021-12-31$-99,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,103
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$83,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CPA ASSOCIATES
Accountancy firm EIN2021-12-31421144302
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,187,379
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$440,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$383,794
Expenses. Certain deemed distributions of participant loans2021-09-30$49,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$383,192
Value of total assets at end of year2021-09-30$4,533,760
Value of total assets at beginning of year2021-09-30$3,787,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$8,025
Total interest from all sources2021-09-30$14,258
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$133,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$133,031
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$284,733
Participant contributions at end of year2021-09-30$181,234
Participant contributions at beginning of year2021-09-30$257,153
Participant contributions at end of year2021-09-30$163
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$36,049
Administrative expenses (other) incurred2021-09-30$8,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$746,411
Value of net assets at end of year (total assets less liabilities)2021-09-30$4,533,760
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,787,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,137,825
Value of interest in pooled separate accounts at end of year2021-09-30$3,889,761
Value of interest in pooled separate accounts at beginning of year2021-09-30$0
Interest on participant loans2021-09-30$14,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$462,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$392,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$12,230
Net investment gain/loss from pooled separate accounts2021-09-30$644,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$62,410
Employer contributions (assets) at end of year2021-09-30$33
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$383,794
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CPA ASSOCIATES
Accountancy firm EIN2021-09-30421144302
2020 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$545,619
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$317,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$305,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$325,997
Value of total assets at end of year2020-09-30$3,787,349
Value of total assets at beginning of year2020-09-30$3,559,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$11,438
Total interest from all sources2020-09-30$17,194
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$245,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$245,995
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$264,488
Participant contributions at end of year2020-09-30$257,153
Participant contributions at beginning of year2020-09-30$275,246
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$1,686
Administrative expenses (other) incurred2020-09-30$11,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$228,313
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,787,349
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,559,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,137,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,923,473
Interest on participant loans2020-09-30$17,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$392,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$360,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$-43,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$59,823
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$305,868
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CPA ASSOCIATES
Accountancy firm EIN2020-09-30421144302
2019 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$410,203
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$148,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$101,471
Expenses. Certain deemed distributions of participant loans2019-09-30$36,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$327,473
Value of total assets at end of year2019-09-30$3,559,036
Value of total assets at beginning of year2019-09-30$3,297,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$10,374
Total interest from all sources2019-09-30$17,863
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$228,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$228,081
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$249,813
Participant contributions at end of year2019-09-30$275,246
Participant contributions at beginning of year2019-09-30$299,113
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$24,309
Administrative expenses (other) incurred2019-09-30$10,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$261,513
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,559,036
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,297,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,923,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,925,175
Interest on participant loans2019-09-30$17,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$360,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$73,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-163,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$53,351
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$101,471
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CPA ASSOCIATES
Accountancy firm EIN2019-09-30421144302
2018 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$550,359
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$231,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$214,547
Expenses. Certain deemed distributions of participant loans2018-09-30$1,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$310,025
Value of total assets at end of year2018-09-30$3,297,523
Value of total assets at beginning of year2018-09-30$2,978,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$15,642
Total interest from all sources2018-09-30$16,192
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$207,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$207,955
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$252,116
Participant contributions at end of year2018-09-30$299,113
Participant contributions at beginning of year2018-09-30$251,691
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$5,040
Administrative expenses (other) incurred2018-09-30$15,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$319,050
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,297,523
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,978,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,925,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,656,647
Interest on participant loans2018-09-30$16,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$73,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$63,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$16,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$57,909
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$1,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$214,547
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BERGANKDV, LTD.
Accountancy firm EIN2018-09-30411431613
2017 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$643,261
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$138,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$125,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$296,094
Value of total assets at end of year2017-09-30$2,978,473
Value of total assets at beginning of year2017-09-30$2,473,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$12,505
Total interest from all sources2017-09-30$12,109
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$132,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$132,072
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$250,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$237,524
Participant contributions at end of year2017-09-30$251,691
Participant contributions at beginning of year2017-09-30$233,804
Participant contributions at end of year2017-09-30$5,040
Participant contributions at beginning of year2017-09-30$4,445
Administrative expenses (other) incurred2017-09-30$12,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$504,905
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,978,473
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,473,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,656,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,177,872
Interest on participant loans2017-09-30$12,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$63,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$56,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$202,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$58,570
Employer contributions (assets) at end of year2017-09-30$1,233
Employer contributions (assets) at beginning of year2017-09-30$1,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$125,851
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BERGANKDV, LTD.
Accountancy firm EIN2017-09-30411431613
2016 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$528,919
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$198,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$189,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$308,684
Value of total assets at end of year2016-09-30$2,473,568
Value of total assets at beginning of year2016-09-30$2,143,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$9,449
Total interest from all sources2016-09-30$8,077
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$158,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$158,952
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$250,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$247,810
Participant contributions at end of year2016-09-30$233,804
Participant contributions at beginning of year2016-09-30$141,579
Participant contributions at end of year2016-09-30$4,445
Participant contributions at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$9,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$330,446
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,473,568
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,143,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$2,177,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,956,508
Interest on participant loans2016-09-30$8,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$56,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$45,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$53,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$60,874
Employer contributions (assets) at end of year2016-09-30$1,103
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$189,024
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BERGANKDV, LTD.
Accountancy firm EIN2016-09-30411431613
2015 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$240,530
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$269,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$258,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$312,646
Value of total assets at end of year2015-09-30$2,143,122
Value of total assets at beginning of year2015-09-30$2,171,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$10,548
Total interest from all sources2015-09-30$5,983
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$151,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$151,727
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$200,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$248,077
Participant contributions at end of year2015-09-30$141,579
Participant contributions at beginning of year2015-09-30$80,002
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$9,509
Other income not declared elsewhere2015-09-30$1,312
Administrative expenses (other) incurred2015-09-30$10,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-28,772
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,143,122
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,171,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,956,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$2,046,554
Income. Interest from loans (other than to participants)2015-09-30$5,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$45,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$45,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-231,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$55,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$258,754
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BERGANKDV, LTD.
Accountancy firm EIN2015-09-30411431613
2014 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$419,733
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$153,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$148,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$262,513
Value of total assets at end of year2014-09-30$2,171,894
Value of total assets at beginning of year2014-09-30$1,906,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$5,145
Total interest from all sources2014-09-30$3,444
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$130,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$130,897
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$200,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$211,216
Participant contributions at end of year2014-09-30$80,002
Participant contributions at beginning of year2014-09-30$68,752
Participant contributions at beginning of year2014-09-30$3,889
Other income not declared elsewhere2014-09-30$1,149
Administrative expenses (other) incurred2014-09-30$5,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$265,772
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,171,894
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,906,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$2,046,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,796,837
Interest on participant loans2014-09-30$3,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$45,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$35,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$21,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$51,297
Employer contributions (assets) at beginning of year2014-09-30$973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$148,816
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BERGAN PAULSEN & COMPANY, PC
Accountancy firm EIN2014-09-30421243538
2013 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$497,976
Total of all expenses incurred2013-09-30$165,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$161,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$262,080
Value of total assets at end of year2013-09-30$1,906,122
Value of total assets at beginning of year2013-09-30$1,573,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$3,523
Total interest from all sources2013-09-30$2,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$200,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$211,509
Participant contributions at end of year2013-09-30$68,752
Participant contributions at beginning of year2013-09-30$71,399
Participant contributions at end of year2013-09-30$3,889
Participant contributions at beginning of year2013-09-30$1,102
Other income not declared elsewhere2013-09-30$894
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$332,620
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,906,122
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,573,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,796,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,471,669
Interest on participant loans2013-09-30$2,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$35,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$24,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$232,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Contributions received in cash from employer2013-09-30$50,571
Employer contributions (assets) at end of year2013-09-30$973
Employer contributions (assets) at beginning of year2013-09-30$4,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$161,833
Contract administrator fees2013-09-30$3,523
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BERGAN PAULSEN & COMPANY, PC
Accountancy firm EIN2013-09-30421243538
2012 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$496,518
Total of all expenses incurred2012-09-30$144,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$137,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$277,453
Value of total assets at end of year2012-09-30$1,573,502
Value of total assets at beginning of year2012-09-30$1,221,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$7,564
Total interest from all sources2012-09-30$2,447
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$43,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$43,897
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$200,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$223,567
Participant contributions at end of year2012-09-30$71,399
Participant contributions at beginning of year2012-09-30$54,182
Participant contributions at end of year2012-09-30$1,102
Participant contributions at beginning of year2012-09-30$2,272
Other income not declared elsewhere2012-09-30$641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$351,587
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,573,502
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,221,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,471,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,137,567
Value of interest in pooled separate accounts at beginning of year2012-09-30$0
Interest on participant loans2012-09-30$2,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$24,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$19,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$172,080
Net investment gain/loss from pooled separate accounts2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$53,886
Employer contributions (assets) at end of year2012-09-30$4,536
Employer contributions (assets) at beginning of year2012-09-30$8,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$137,367
Contract administrator fees2012-09-30$7,564
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BERGAN PAULSEN & COMPANY, PC
Accountancy firm EIN2012-09-30421243538
2011 : BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$182,960
Total of all expenses incurred2011-09-30$247,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$245,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$276,992
Value of total assets at end of year2011-09-30$1,221,915
Value of total assets at beginning of year2011-09-30$1,286,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$2,388
Total interest from all sources2011-09-30$5,700
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$15,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$15,012
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$200,000
If this is an individual account plan, was there a blackout period2011-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$220,791
Participant contributions at end of year2011-09-30$54,182
Participant contributions at beginning of year2011-09-30$52,547
Participant contributions at end of year2011-09-30$2,272
Participant contributions at beginning of year2011-09-30$6,221
Other income not declared elsewhere2011-09-30$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-64,743
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,221,915
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,286,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,137,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,011,727
Value of interest in pooled separate accounts at end of year2011-09-30$0
Value of interest in pooled separate accounts at beginning of year2011-09-30$10,068
Interest on participant loans2011-09-30$3,358
Interest earned on other investments2011-09-30$2,340
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$204,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$204,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$19,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-115,179
Net investment gain/loss from pooled separate accounts2011-09-30$29
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$56,201
Employer contributions (assets) at end of year2011-09-30$8,609
Employer contributions (assets) at beginning of year2011-09-30$1,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$245,315
Contract administrator fees2011-09-30$2,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30Yes
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BERGAN PAULSEN & COMPANY, PC
Accountancy firm EIN2011-09-30421243538

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

2021: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752748-01
Policy instance 1
Insurance contract or identification number752748-01
Number of Individuals Covered198
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,977
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,977
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number824000
Policy instance 1
Insurance contract or identification number824000
Number of Individuals Covered146
Insurance policy start date2021-10-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number824000
Policy instance 1
Insurance contract or identification number824000
Number of Individuals Covered191
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $7,941
Total amount of fees paid to insurance companyUSD $1,508
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,941
Insurance broker organization code?3
Amount paid for insurance broker fees1508
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82400
Policy instance 1
Insurance contract or identification number82400
Number of Individuals Covered167
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $6,535
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $6,535
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82400
Policy instance 1
Insurance contract or identification number82400
Number of Individuals Covered149
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $5,957
Total amount of fees paid to insurance companyUSD $724
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees724
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82400
Policy instance 1
Insurance contract or identification number82400
Number of Individuals Covered140
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $5,644
Total amount of fees paid to insurance companyUSD $1,411
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82400
Policy instance 1
Insurance contract or identification number82400
Number of Individuals Covered118
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $4,184
Total amount of fees paid to insurance companyUSD $1,046
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,184
Additional information about fees paid to insurance brokerBROKER COMMISION
Insurance broker organization code?3
Amount paid for insurance broker fees1046
Insurance broker nameAMERICAN TRUST RETIREMENT
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82400
Policy instance 1
Insurance contract or identification number82400
Number of Individuals Covered97
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $4,792
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,834
Additional information about fees paid to insurance brokerBROKER COMMISION
Insurance broker organization code?3
Insurance broker nameAMERICAN TRUST RETIREMENT
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number824000
Policy instance 1
Insurance contract or identification number824000
Number of Individuals Covered90
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $3,295
Total amount of fees paid to insurance companyUSD $806
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,295
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees806
Insurance broker nameCAROLYN GRABOW
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number824000
Policy instance 1
Insurance contract or identification number824000
Number of Individuals Covered94
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $2,289
Total amount of fees paid to insurance companyUSD $730
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number824000
Policy instance 1
Insurance contract or identification number824000
Number of Individuals Covered94
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $7,563
Total amount of fees paid to insurance companyUSD $5,493
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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