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IEA GROUP SAVINGS PLAN 401k Plan overview

Plan NameIEA GROUP SAVINGS PLAN
Plan identification number 001

IEA GROUP SAVINGS 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.
  • 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

INFRASTRUCTURE AND ENERGY ALTERNATIVES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INFRASTRUCTURE AND ENERGY ALTERNATIVES, INC.
Employer identification number (EIN):474787177
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IEA GROUP SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01JONATHAN FREY
0012022-01-01
0012022-01-01MICHAEL BECKNER
0012021-01-01
0012021-01-01PETER MOERBEEK
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on IEA GROUP SAVINGS PLAN

Measure Date Value
2025 : IEA GROUP SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-192384
Net assets as of the end of the plan year2025-09-190
Total assets as of the beginning of the plan year2025-09-192160
Value of plan covered by a fidelity bond2025-09-19500000
Other income to plan in this plan year2025-09-19224
Plan net income in this plan year2025-09-19-2160
Net assets as of the end of the plan year2025-09-190
Net assets as of the beginning of the plan year2025-09-192160
2023 : IEA GROUP SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$5,694,577
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$116,025,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$116,005,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$122,269
Value of total assets at end of year2023-12-31$2,160
Value of total assets at beginning of year2023-12-31$110,333,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$20,233
Total interest from all sources2023-12-31$13,092
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$8,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$8,319
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$1,075,888
Other income not declared elsewhere2023-12-31$5,927
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$18,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-110,331,009
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,160
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$110,333,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$101,857,692
Interest on participant loans2023-12-31$4,640
Interest earned on other investments2023-12-31$8,452
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$1,532,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,849,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,394,290
Net investment gain or loss from common/collective trusts2023-12-31$150,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$122,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$116,005,353
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BLUE & CO., LLC
Accountancy firm EIN2023-12-31351178661
Total unrealized appreciation/depreciation of assets2023-01-01$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$5,694,577
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$116,025,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$116,005,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$122,269
Value of total assets at end of year2023-01-01$2,160
Value of total assets at beginning of year2023-01-01$110,333,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$20,233
Total interest from all sources2023-01-01$13,092
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$8,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$8,319
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$1,075,888
Other income not declared elsewhere2023-01-01$5,927
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$18,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-110,331,009
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,160
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$110,333,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$2,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$101,857,692
Interest on participant loans2023-01-01$4,640
Interest earned on other investments2023-01-01$8,452
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$1,532,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$5,849,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,394,290
Net investment gain or loss from common/collective trusts2023-01-01$150,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$122,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$116,005,353
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BLUE & CO., LLC
Accountancy firm EIN2023-01-01351178661
2022 : IEA GROUP SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-6,272,729
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,234,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,051,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,013,729
Value of total assets at end of year2022-12-31$110,333,169
Value of total assets at beginning of year2022-12-31$124,840,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,606
Total interest from all sources2022-12-31$244,163
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,015,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,015,449
Administrative expenses professional fees incurred2022-12-31$182,606
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,571,237
Participant contributions at end of year2022-12-31$1,075,888
Participant contributions at beginning of year2022-12-31$1,070,760
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$138,621
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,326,836
Other income not declared elsewhere2022-12-31$48,597
Total non interest bearing cash at end of year2022-12-31$18,061
Total non interest bearing cash at beginning of year2022-12-31$58,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,507,046
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,333,169
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$124,840,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$101,857,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,519,487
Interest on participant loans2022-12-31$62,647
Interest earned on other investments2022-12-31$181,516
Value of interest in common/collective trusts at end of year2022-12-31$1,532,353
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,849,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,987,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,302,751
Net investment gain or loss from common/collective trusts2022-12-31$-291,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,115,656
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$65,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,051,711
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-6,272,729
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$8,234,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$8,051,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$14,013,729
Value of total assets at end of year2022-01-01$110,333,169
Value of total assets at beginning of year2022-01-01$124,840,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$182,606
Total interest from all sources2022-01-01$244,163
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,015,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,015,449
Administrative expenses professional fees incurred2022-01-01$182,606
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$8,571,237
Participant contributions at end of year2022-01-01$1,075,888
Participant contributions at beginning of year2022-01-01$1,070,760
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$138,621
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,326,836
Other income not declared elsewhere2022-01-01$48,597
Total non interest bearing cash at end of year2022-01-01$18,061
Total non interest bearing cash at beginning of year2022-01-01$58,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-14,507,046
Value of net assets at end of year (total assets less liabilities)2022-01-01$110,333,169
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$124,840,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$101,857,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$117,519,487
Interest on participant loans2022-01-01$62,647
Interest earned on other investments2022-01-01$181,516
Value of interest in common/collective trusts at end of year2022-01-01$1,532,353
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$5,849,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$5,987,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-25,302,751
Net investment gain or loss from common/collective trusts2022-01-01$-291,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$4,115,656
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$65,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$8,051,711
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BLUE & CO., LLC
Accountancy firm EIN2022-01-01351178661
2021 : IEA GROUP SAVINGS 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$30,810,994
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,402,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,223,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,440,590
Value of total assets at end of year2021-12-31$124,840,215
Value of total assets at beginning of year2021-12-31$109,431,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$178,906
Total interest from all sources2021-12-31$223,043
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,192,381
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$6,192,381
Administrative expenses professional fees incurred2021-12-31$178,906
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 period2021-12-31Yes
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$8,698,122
Participant contributions at end of year2021-12-31$1,070,760
Participant contributions at beginning of year2021-12-31$1,162,542
Participant contributions at end of year2021-12-31$138,621
Participant contributions at beginning of year2021-12-31$95,233
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,921,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,116
Other income not declared elsewhere2021-12-31$25,487
Total non interest bearing cash at end of year2021-12-31$58,335
Total non interest bearing cash at beginning of year2021-12-31$2,718
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$15,408,790
Value of net assets at end of year (total assets less liabilities)2021-12-31$124,840,215
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$109,431,425
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$117,519,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$102,619,779
Interest on participant loans2021-12-31$61,783
Interest earned on other investments2021-12-31$161,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,987,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,496,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,929,493
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,821,369
Employer contributions (assets) at end of year2021-12-31$65,111
Employer contributions (assets) at beginning of year2021-12-31$49,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,223,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BLUE & CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : IEA GROUP SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,914,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,977
Total income from all sources (including contributions)2020-12-31$25,792,359
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,531,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,246,861
Value of total corrective distributions2020-12-31$150,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,990,952
Value of total assets at end of year2020-12-31$109,431,425
Value of total assets at beginning of year2020-12-31$92,257,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,589
Total interest from all sources2020-12-31$194,635
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,411,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,411,640
Administrative expenses professional fees incurred2020-12-31$133,589
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,192,368
Participant contributions at end of year2020-12-31$1,162,542
Participant contributions at beginning of year2020-12-31$498,474
Participant contributions at end of year2020-12-31$95,233
Participant contributions at beginning of year2020-12-31$1,038
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,082,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$34,993,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,977
Other income not declared elsewhere2020-12-31$21,593
Total non interest bearing cash at end of year2020-12-31$2,718
Total non interest bearing cash at beginning of year2020-12-31$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,261,092
Value of net assets at end of year (total assets less liabilities)2020-12-31$109,431,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$92,255,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$102,619,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,654,108
Interest on participant loans2020-12-31$76,582
Interest earned on other investments2020-12-31$118,053
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$2,109,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,496,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,165,228
Net investment gain or loss from common/collective trusts2020-12-31$8,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,715,950
Employer contributions (assets) at end of year2020-12-31$49,141
Employer contributions (assets) at beginning of year2020-12-31$692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,246,861
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : IEA GROUP SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$34,988,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,182
Total income from all sources (including contributions)2019-12-31$17,161,429
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,569,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,462,373
Value of total corrective distributions2019-12-31$3,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,438,795
Value of total assets at end of year2019-12-31$92,257,716
Value of total assets at beginning of year2019-12-31$44,720,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,999
Total interest from all sources2019-12-31$23,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$827,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$827,862
Administrative expenses professional fees incurred2019-12-31$102,999
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,029,029
Participant contributions at end of year2019-12-31$498,474
Participant contributions at beginning of year2019-12-31$199,721
Participant contributions at end of year2019-12-31$1,038
Participant contributions at beginning of year2019-12-31$30,063
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,741,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$34,993,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,182
Other income not declared elsewhere2019-12-31$254
Total non interest bearing cash at end of year2019-12-31$45
Total non interest bearing cash at beginning of year2019-12-31$3,039,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,592,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$92,255,739
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,674,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,654,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,388,145
Interest on participant loans2019-12-31$23,273
Value of interest in common/collective trusts at end of year2019-12-31$2,109,991
Value of interest in common/collective trusts at beginning of year2019-12-31$2,052,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,832,207
Net investment gain or loss from common/collective trusts2019-12-31$39,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,668,047
Employer contributions (assets) at end of year2019-12-31$692
Employer contributions (assets) at beginning of year2019-12-31$6,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,462,373
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
2018 : IEA GROUP SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,373
Total income from all sources (including contributions)2018-12-31$4,900,318
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,268,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,182,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,048,766
Value of total assets at end of year2018-12-31$44,720,023
Value of total assets at beginning of year2018-12-31$44,077,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,645
Total interest from all sources2018-12-31$11,009
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$643,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$643,886
Administrative expenses professional fees incurred2018-12-31$86,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,266,301
Participant contributions at end of year2018-12-31$199,721
Participant contributions at beginning of year2018-12-31$214,764
Participant contributions at end of year2018-12-31$30,063
Participant contributions at beginning of year2018-12-31$29,747
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,813,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$34,373
Other income not declared elsewhere2018-12-31$634
Total non interest bearing cash at end of year2018-12-31$3,039,366
Total non interest bearing cash at beginning of year2018-12-31$787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$631,413
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,674,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,043,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,388,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,265,745
Interest on participant loans2018-12-31$11,009
Value of interest in common/collective trusts at end of year2018-12-31$2,052,505
Value of interest in common/collective trusts at beginning of year2018-12-31$555,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,819,522
Net investment gain or loss from common/collective trusts2018-12-31$15,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$969,426
Employer contributions (assets) at end of year2018-12-31$6,816
Employer contributions (assets) at beginning of year2018-12-31$10,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,182,260
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661

Form 5500 Responses for IEA GROUP SAVINGS PLAN

2023: IEA GROUP SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IEA GROUP SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IEA GROUP SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IEA GROUP SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IEA GROUP SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IEA GROUP SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00204
Policy instance 1
Insurance contract or identification numberR00204
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00204
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00204
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00204
Policy instance 1

Potentially related plans

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