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FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 401k Plan overview

Plan NameFORRESTER CONSTRUCTION COMPANY 401(K) PLAN
Plan identification number 001

FORRESTER CONSTRUCTION COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FORRESTER CONSTRUCTION COMPANY
Employer identification number (EIN):521587647
NAIC Classification:236200

Additional information about FORRESTER CONSTRUCTION COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2417173

More information about FORRESTER CONSTRUCTION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORRESTER CONSTRUCTION COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN RUYTER2023-10-12
0012021-01-01GLENN KLEIN2022-10-16
0012020-01-01WAYNE CABOT2021-10-13
0012019-01-01
0012018-01-01
0012017-01-01WAYNE CABOT
0012016-01-01WAYNE CABOT
0012015-01-01WAYNE CABOT
0012014-01-01WAYNE CABOT
0012013-01-01WAYNE CABOT
0012012-01-01WAYNE CABOT
0012011-01-01WAYNE CABOT
0012009-01-01WAYNE CABOT

Plan Statistics for FORRESTER CONSTRUCTION COMPANY 401(K) PLAN

401k plan membership statisitcs for FORRESTER CONSTRUCTION COMPANY 401(K) PLAN

Measure Date Value
2022: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01167
Number of participants with account balances2022-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01166
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-01105
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01175
Number of participants with account balances2020-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01173
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01179
Number of participants with account balances2018-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01184
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01196
Number of participants with account balances2015-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01230
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01219
Number of participants with account balances2014-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01278
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01226
Number of participants with account balances2013-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0144
2012: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01313
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01277
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of retired or separated participants receiving benefits2011-01-0125
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01308
Number of participants with account balances2011-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01271
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01257
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on FORRESTER CONSTRUCTION COMPANY 401(K) PLAN

Measure Date Value
2022 : FORRESTER CONSTRUCTION COMPANY 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-3,429,560
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,187,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,108,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,331,139
Value of total assets at end of year2022-12-31$23,740,081
Value of total assets at beginning of year2022-12-31$31,357,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,854
Total interest from all sources2022-12-31$7,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$78,854
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$870,868
Participant contributions at end of year2022-12-31$85,327
Participant contributions at beginning of year2022-12-31$123,371
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$149,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,617,303
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,740,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,357,384
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$22,909,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,136,282
Interest on participant loans2022-12-31$7,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$745,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$97,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$97,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,767,700
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$310,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,108,889
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 name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,588,959
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,237,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,143,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,552,938
Value of total assets at end of year2021-12-31$31,357,384
Value of total assets at beginning of year2021-12-31$28,006,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$94,317
Total interest from all sources2021-12-31$8,800
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$94,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$943,329
Participant contributions at end of year2021-12-31$123,371
Participant contributions at beginning of year2021-12-31$138,693
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$3,351,226
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,357,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,006,158
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$31,136,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,758,253
Interest on participant loans2021-12-31$8,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$97,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$109,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$109,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,027,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$609,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,143,416
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 name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$0
Total income from all sources (including contributions)2020-12-31$5,418,148
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,154,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,055,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,416,870
Value of total assets at end of year2020-12-31$28,006,158
Value of total assets at beginning of year2020-12-31$24,742,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,336
Total interest from all sources2020-12-31$10,476
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$99,336
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$894,218
Participant contributions at end of year2020-12-31$138,693
Participant contributions at beginning of year2020-12-31$198,256
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$299,108
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$3,263,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,006,158
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,742,570
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$27,758,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,505,164
Interest on participant loans2020-12-31$10,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$109,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$39,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$39,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,990,802
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$223,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,055,224
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,325,605
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,446,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,366,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,901,133
Value of total assets at end of year2019-12-31$24,742,570
Value of total assets at beginning of year2019-12-31$20,863,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,157
Total interest from all sources2019-12-31$11,821
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$801,731
Participant contributions at end of year2019-12-31$198,256
Participant contributions at beginning of year2019-12-31$160,823
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$752,997
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$3,879,011
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,742,570
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,863,559
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$24,505,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,663,411
Interest on participant loans2019-12-31$11,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$39,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,412,651
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$346,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,366,437
Contract administrator fees2019-12-31$80,157
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 name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390855910
2018 : FORRESTER CONSTRUCTION COMPANY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$399,619
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,961,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,886,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,383,245
Value of total assets at end of year2018-12-31$20,863,559
Value of total assets at beginning of year2018-12-31$22,425,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,019
Total interest from all sources2018-12-31$12,768
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$75,019
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$813,195
Participant contributions at end of year2018-12-31$160,823
Participant contributions at beginning of year2018-12-31$278,714
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$274,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,562,037
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,863,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,425,596
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$20,663,411
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,107,100
Interest on participant loans2018-12-31$12,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$39,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-996,394
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$295,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,886,637
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390855910
2017 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,039,147
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,042,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,041,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,148,414
Value of total assets at end of year2017-12-31$22,425,596
Value of total assets at beginning of year2017-12-31$19,429,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,942
Total interest from all sources2017-12-31$17,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$786,480
Participant contributions at end of year2017-12-31$278,714
Participant contributions at beginning of year2017-12-31$395,594
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$76,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,996,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,425,596
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,429,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$22,107,100
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,672,455
Interest on participant loans2017-12-31$17,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$361,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$361,379
Net investment gain/loss from pooled separate accounts2017-12-31$3,872,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$285,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,041,037
Contract administrator fees2017-12-31$1,942
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390855910
2016 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,877,369
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,690,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,687,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,599,597
Value of total assets at end of year2016-12-31$19,429,428
Value of total assets at beginning of year2016-12-31$19,242,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,579
Total interest from all sources2016-12-31$19,640
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$802,182
Participant contributions at end of year2016-12-31$395,594
Participant contributions at beginning of year2016-12-31$371,054
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$544,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$187,057
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,429,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,242,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$18,672,455
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,509,699
Interest on participant loans2016-12-31$19,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$361,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$361,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$361,618
Net investment gain/loss from pooled separate accounts2016-12-31$1,258,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$252,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,687,733
Contract administrator fees2016-12-31$2,579
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390855910
2015 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,892,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,557,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,554,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,734,589
Value of total assets at end of year2015-12-31$19,242,371
Value of total assets at beginning of year2015-12-31$18,907,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,936
Total interest from all sources2015-12-31$21,650
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$876,062
Participant contributions at end of year2015-12-31$371,054
Participant contributions at beginning of year2015-12-31$458,683
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$516,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$335,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,242,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,907,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$18,509,699
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,108,525
Interest on participant loans2015-12-31$21,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$361,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$340,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$340,150
Net investment gain/loss from pooled separate accounts2015-12-31$135,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$342,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,554,137
Contract administrator fees2015-12-31$686
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390855910
2014 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,612,236
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,416,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,413,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,306,371
Value of total assets at end of year2014-12-31$18,907,358
Value of total assets at beginning of year2014-12-31$19,711,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,534
Total interest from all sources2014-12-31$26,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$925,382
Participant contributions at end of year2014-12-31$458,683
Participant contributions at beginning of year2014-12-31$547,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$78,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-804,484
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,907,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,711,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$18,108,525
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,752,058
Interest on participant loans2014-12-31$26,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$340,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$411,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$411,866
Net investment gain/loss from pooled separate accounts2014-12-31$1,279,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$302,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,413,186
Contract administrator fees2014-12-31$784
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390855910
2013 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,423,229
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,508,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,500,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,649,260
Value of total assets at end of year2013-12-31$19,711,842
Value of total assets at beginning of year2013-12-31$17,796,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,192
Total interest from all sources2013-12-31$21,044
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,470
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,128,761
Participant contributions at end of year2013-12-31$547,918
Participant contributions at beginning of year2013-12-31$320,237
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$89,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,915,056
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,711,842
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,796,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$18,752,058
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,975,699
Interest on participant loans2013-12-31$21,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$411,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$500,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$500,850
Net investment gain/loss from pooled separate accounts2013-12-31$3,752,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$430,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,500,981
Contract administrator fees2013-12-31$722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KARAUSE, LLP
Accountancy firm EIN2013-12-31390855910
2012 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,011,381
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,308,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,301,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,977,111
Value of total assets at end of year2012-12-31$17,796,786
Value of total assets at beginning of year2012-12-31$14,094,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,237
Total interest from all sources2012-12-31$17,577
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,515
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,511,087
Participant contributions at end of year2012-12-31$320,237
Participant contributions at beginning of year2012-12-31$285,968
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$559,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,702,660
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,796,786
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,094,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$16,975,699
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,849,904
Interest on participant loans2012-12-31$17,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$500,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$958,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$958,254
Net investment gain/loss from pooled separate accounts2012-12-31$2,016,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$906,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,301,484
Contract administrator fees2012-12-31$722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KARAUSE, LLP
Accountancy firm EIN2012-12-31390855910
2011 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,273,322
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$835,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$792,731
Expenses. Certain deemed distributions of participant loans2011-12-31$34,353
Value of total corrective distributions2011-12-31$235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,737,107
Value of total assets at end of year2011-12-31$14,094,126
Value of total assets at beginning of year2011-12-31$12,655,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,713
Total interest from all sources2011-12-31$14,450
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,993
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,405,070
Participant contributions at end of year2011-12-31$285,968
Participant contributions at beginning of year2011-12-31$240,220
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$338,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,438,290
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,094,126
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,655,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$12,849,904
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,634,674
Interest on participant loans2011-12-31$14,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$958,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$780,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$780,942
Net investment gain/loss from pooled separate accounts2011-12-31$-478,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$993,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$792,731
Contract administrator fees2011-12-31$720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KARAUSE, LLP
Accountancy firm EIN2011-12-31390855910
2010 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,313,489
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$430,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$426,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,034,933
Value of total assets at end of year2010-12-31$12,655,836
Value of total assets at beginning of year2010-12-31$9,773,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,277
Total interest from all sources2010-12-31$10,998
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,724
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,231,280
Participant contributions at end of year2010-12-31$240,220
Participant contributions at beginning of year2010-12-31$177,395
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,882,584
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,655,836
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,773,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,015,007
Value of interest in pooled separate accounts at end of year2010-12-31$11,634,674
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$13,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$780,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$580,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$580,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-2,824
Net investment gain/loss from pooled separate accounts2010-12-31$1,267,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$651,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$426,628
Contract administrator fees2010-12-31$2,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FORRESTER CONSTRUCTION COMPANY 401(K) PLAN

2022: FORRESTER CONSTRUCTION COMPANY 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FORRESTER CONSTRUCTION COMPANY 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FORRESTER CONSTRUCTION COMPANY 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FORRESTER CONSTRUCTION COMPANY 401(K) 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: FORRESTER CONSTRUCTION COMPANY 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FORRESTER CONSTRUCTION COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered182
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,333
Total amount of fees paid to insurance companyUSD $27,483
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,333
Insurance broker organization code?3
Amount paid for insurance broker fees16500
Additional information about fees paid to insurance brokerAUDITOR FEES
Insurance broker nameMG TRUST CO DBA MATRIX TRUST CO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered206
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,036
Total amount of fees paid to insurance companyUSD $11,186
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,036
Insurance broker organization code?3
Amount paid for insurance broker fees11186
Additional information about fees paid to insurance brokerTPA FEES TPA COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered227
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,631
Total amount of fees paid to insurance companyUSD $17,247
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,631
Insurance broker organization code?3
Amount paid for insurance broker fees15997
Additional information about fees paid to insurance brokerTPA FEES TPA COMPENSATION
Insurance broker nameWILMINGTON TRUST COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered233
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $43,333
Total amount of fees paid to insurance companyUSD $14,572
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,333
Insurance broker organization code?3
Amount paid for insurance broker fees13322
Additional information about fees paid to insurance brokerTPA FEES TPA COMPENSATION
Insurance broker nameWILMINGTON TRUST COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered283
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,007
Total amount of fees paid to insurance companyUSD $18,600
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,340
Insurance broker organization code?3
Amount paid for insurance broker fees17350
Additional information about fees paid to insurance brokerTPA FEES TPA COMPENSATION
Insurance broker nameWILMINGTON TRUST COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered307
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,788
Total amount of fees paid to insurance companyUSD $16,345
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78918
Policy instance 1
Insurance contract or identification number78918
Number of Individuals Covered283
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $38,683
Total amount of fees paid to insurance companyUSD $6,581
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,657
Insurance broker organization code?3
Amount paid for insurance broker fees6581
Additional information about fees paid to insurance brokerTPA FEES TPA COMPENSATION
Insurance broker nameWILMINGTON TRUST COMPANY

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