YORK EXCAVATING CO LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan YORK EXCAVATING CO., LLC 401(K) SALARY SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : YORK EXCAVATING CO., LLC 401(K) SALARY SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,665,656 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $265,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $217,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $778,243 |
| Value of total assets at end of year | 2023-12-31 | $5,983,524 |
| Value of total assets at beginning of year | 2023-12-31 | $4,582,937 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $47,357 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $118,741 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $118,741 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $541,357 |
| Participant contributions at end of year | 2023-12-31 | $8,060 |
| Participant contributions at beginning of year | 2023-12-31 | $8,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,400,587 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,983,524 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,582,937 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,600,182 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,210,130 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $37,723 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $36,399 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $333,907 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $324,578 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $755,338 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $4,746 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $8,588 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $236,886 |
| Employer contributions (assets) at end of year | 2023-12-31 | $3,652 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $3,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $217,712 |
| Contract administrator fees | 2023-12-31 | $47,357 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2023-12-31 | 232846715 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,665,656 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $265,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $217,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $778,243 |
| Value of total assets at end of year | 2023-01-01 | $5,983,524 |
| Value of total assets at beginning of year | 2023-01-01 | $4,582,937 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $47,357 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $118,741 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $118,741 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $541,357 |
| Participant contributions at end of year | 2023-01-01 | $8,060 |
| Participant contributions at beginning of year | 2023-01-01 | $8,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,400,587 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,983,524 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,582,937 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,600,182 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,210,130 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $37,723 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $36,399 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $333,907 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $324,578 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $755,338 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $4,746 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $8,588 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $236,886 |
| Employer contributions (assets) at end of year | 2023-01-01 | $3,652 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $3,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $217,712 |
| Contract administrator fees | 2023-01-01 | $47,357 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2023-01-01 | 232846715 |
| 2022 : YORK EXCAVATING CO., LLC 401(K) SALARY SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-166,539 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $151,233 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $110,792 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $706,434 |
| Value of total assets at end of year | 2022-12-31 | $4,582,937 |
| Value of total assets at beginning of year | 2022-12-31 | $4,900,709 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $40,441 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $79,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $79,856 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $484,883 |
| Participant contributions at end of year | 2022-12-31 | $8,055 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-317,772 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,582,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,900,709 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,210,130 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,551,538 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $36,399 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $41,531 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $324,578 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $307,640 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-947,578 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-10,966 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $5,715 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $216,761 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $110,792 |
| Contract administrator fees | 2022-12-31 | $40,441 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | STAMBAUGH NESS INC |
| Accountancy firm EIN | 2022-12-31 | 232846715 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-166,539 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $151,233 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $110,792 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $706,434 |
| Value of total assets at end of year | 2022-01-01 | $4,582,937 |
| Value of total assets at beginning of year | 2022-01-01 | $4,900,709 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $40,441 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $79,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $79,856 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $484,883 |
| Participant contributions at end of year | 2022-01-01 | $8,055 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $4,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-317,772 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,582,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,900,709 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,210,130 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,551,538 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $36,399 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $41,531 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $324,578 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $307,640 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-947,578 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-10,966 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $5,715 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $216,761 |
| Employer contributions (assets) at end of year | 2022-01-01 | $3,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $110,792 |
| Contract administrator fees | 2022-01-01 | $40,441 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | STAMBAUGH NESS INC |
| Accountancy firm EIN | 2022-01-01 | 232846715 |
| 2021 : YORK EXCAVATING CO., LLC 401(K) SALARY SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,526,230 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $304,367 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $263,769 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $970,803 |
| Value of total assets at end of year | 2021-12-31 | $4,900,709 |
| Value of total assets at beginning of year | 2021-12-31 | $3,678,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $40,598 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $75,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $75,049 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $440,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $345,138 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,221,863 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,900,709 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,678,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,551,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $233,084 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $41,531 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $705,406 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $307,640 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,740,356 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $297,272 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $62,039 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $121,067 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $184,998 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $263,769 |
| Contract administrator fees | 2021-12-31 | $40,598 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2021-12-31 | 232846715 |
