PEARSON CONSTRUCTION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR
| Measure | Date | Value |
|---|
| 2023 : PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR 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 | $2,664,587 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $297,795 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $243,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,962,211 |
| Value of total assets at end of year | 2023-12-31 | $5,843,551 |
| Value of total assets at beginning of year | 2023-12-31 | $3,476,759 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $54,519 |
| Total interest from all sources | 2023-12-31 | $8,393 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| 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 | $920,202 |
| Participant contributions at end of year | 2023-12-31 | $119,215 |
| Participant contributions at beginning of year | 2023-12-31 | $79,126 |
| Participant contributions at end of year | 2023-12-31 | $24,931 |
| Participant contributions at beginning of year | 2023-12-31 | $21,177 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $619,656 |
| Other income not declared elsewhere | 2023-12-31 | $693,983 |
| 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 | $2,366,792 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,843,551 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,476,759 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $30,833 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,640,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,331,027 |
| Interest on participant loans | 2023-12-31 | $8,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $46,909 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $36,712 |
| 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 | $422,353 |
| Employer contributions (assets) at end of year | 2023-12-31 | $12,023 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $8,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $243,276 |
| Contract administrator fees | 2023-12-31 | $3,928 |
| 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 | KOCH SIEDHOFF HAND & DUNN, LLP |
| Accountancy firm EIN | 2023-12-31 | 480922808 |
| 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 | $2,664,587 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $297,795 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $243,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,962,211 |
| Value of total assets at end of year | 2023-01-01 | $5,843,551 |
| Value of total assets at beginning of year | 2023-01-01 | $3,476,759 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $54,519 |
| Total interest from all sources | 2023-01-01 | $8,393 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| 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 | $920,202 |
| Participant contributions at end of year | 2023-01-01 | $119,215 |
| Participant contributions at beginning of year | 2023-01-01 | $79,126 |
| Participant contributions at end of year | 2023-01-01 | $24,931 |
| Participant contributions at beginning of year | 2023-01-01 | $21,177 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $619,656 |
| Other income not declared elsewhere | 2023-01-01 | $693,983 |
| 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 | $2,366,792 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,843,551 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,476,759 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $30,833 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,640,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,331,027 |
| Interest on participant loans | 2023-01-01 | $8,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $46,909 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $36,712 |
| 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 | $422,353 |
| Employer contributions (assets) at end of year | 2023-01-01 | $12,023 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $8,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $243,276 |
| Contract administrator fees | 2023-01-01 | $3,928 |
| 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 | KOCH SIEDHOFF HAND & DUNN, LLP |
| Accountancy firm EIN | 2023-01-01 | 480922808 |
| 2022 : PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR 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 | $694,992 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $252,826 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $223,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,176,758 |
| Value of total assets at end of year | 2022-12-31 | $3,476,759 |
| Value of total assets at beginning of year | 2022-12-31 | $3,034,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,515 |
| Total interest from all sources | 2022-12-31 | $4,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| 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 | $490,557 |
| Participant contributions at end of year | 2022-12-31 | $79,126 |
| Participant contributions at beginning of year | 2022-12-31 | $68,386 |
| Participant contributions at end of year | 2022-12-31 | $21,177 |
| Participant contributions at beginning of year | 2022-12-31 | $4,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $482,611 |
| Other income not declared elsewhere | 2022-12-31 | $-485,982 |
| 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 | $442,166 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,476,759 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,034,593 |
| 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 | $3,331,027 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,934,045 |
| Interest on participant loans | 2022-12-31 | $4,216 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $36,712 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,310 |
| 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 | $203,590 |
| Employer contributions (assets) at end of year | 2022-12-31 | $8,717 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,793 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $223,311 |
| Contract administrator fees | 2022-12-31 | $29,515 |
| 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 | KOCH SIEDHOFF HAND & DUNN, LLP |
| Accountancy firm EIN | 2022-12-31 | 480922808 |
| 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 | $694,992 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $252,826 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $223,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,176,758 |
| Value of total assets at end of year | 2022-01-01 | $3,476,759 |
| Value of total assets at beginning of year | 2022-01-01 | $3,034,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $29,515 |
| Total interest from all sources | 2022-01-01 | $4,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| 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 | $490,557 |
| Participant contributions at end of year | 2022-01-01 | $79,126 |
| Participant contributions at beginning of year | 2022-01-01 | $68,386 |
| Participant contributions at end of year | 2022-01-01 | $21,177 |
| Participant contributions at beginning of year | 2022-01-01 | $4,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $482,611 |
| Other income not declared elsewhere | 2022-01-01 | $-485,982 |
| 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 | $442,166 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,476,759 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,034,593 |
| 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 | $3,331,027 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,934,045 |
| Interest on participant loans | 2022-01-01 | $4,216 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $36,712 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $26,310 |
| 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 | $203,590 |
| Employer contributions (assets) at end of year | 2022-01-01 | $8,717 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,793 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $223,311 |
| Contract administrator fees | 2022-01-01 | $29,515 |
| 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 | KOCH SIEDHOFF HAND & DUNN, LLP |
| Accountancy firm EIN | 2022-01-01 | 480922808 |
| 2021 : PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR 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 | $758,057 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $262,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $235,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $399,739 |
| Value of total assets at end of year | 2021-12-31 | $3,034,593 |
| Value of total assets at beginning of year | 2021-12-31 | $2,539,461 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,903 |
| Total interest from all sources | 2021-12-31 | $4,013 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Administrative expenses professional fees incurred | 2021-12-31 | $27,903 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $275,056 |
| Participant contributions at end of year | 2021-12-31 | $68,386 |
| Participant contributions at beginning of year | 2021-12-31 | $68,480 |
| Participant contributions at end of year | 2021-12-31 | $4,059 |
| Participant contributions at beginning of year | 2021-12-31 | $3,937 |
| 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 | $495,132 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,034,593 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,539,461 |
| 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 | $2,934,045 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,447,777 |
| Interest on participant loans | 2021-12-31 | $4,013 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $26,310 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $17,513 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $354,305 |
| 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 | $124,683 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,793 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $235,022 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ALLEN, GIBBS & HOULIK, L.C. |
| Accountancy firm EIN | 2021-12-31 | 431032601 |
