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CROOM CONSTRUCTION 401K PLAN 401k Plan overview

Plan NameCROOM CONSTRUCTION 401K PLAN
Plan identification number 001

CROOM CONSTRUCTION 401K PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CROOM CONSTRUCTION COMPANY
Employer identification number (EIN):591827941
NAIC Classification:236110

Additional information about CROOM CONSTRUCTION COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1987-08-10
Company Identification Number: J87372
Legal Registered Office Address: 1201 19TH PL

VERO BEACH

32960

More information about CROOM CONSTRUCTION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROOM CONSTRUCTION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLEY SATTERFIELD2023-08-21
0012021-01-01KIMBERLEY SATTERFIELD2022-07-06 KIMBERLEY SATTERFIELD2022-07-06
0012020-01-01DAVID S. CROOM2021-06-04 DAVID S. CROOM2021-06-04
0012019-01-01KIMBERLEY D SATTERFIELD2020-07-30 KIMBERLEY D SATTERFIELD2020-07-30
0012018-01-01KIMBERLEY DIANE SATTERFIELD2019-05-22 KIMBERLEY DIANE SATTERFIELD2019-05-22
0012017-01-01DAVID S CROOM2018-06-18 DAVID S CROOM2018-06-18
0012016-01-01DAVID S CROOM2017-06-12 DAVID S. CROOM2017-06-12
0012015-01-01DAVID CROOM2016-06-13 KIM SATTERFIELD2016-06-13
0012014-01-01DAVID S CROOM2015-07-06 DAVID S CROOM2015-07-06
0012013-01-01DAVID CROOM
0012012-01-01DAVID CROOM
0012011-01-01DAVID CROOM
0012010-01-01DAVID S CROOM2011-07-14

Plan Statistics for CROOM CONSTRUCTION 401K PLAN

401k plan membership statisitcs for CROOM CONSTRUCTION 401K PLAN

Measure Date Value
2014: CROOM CONSTRUCTION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0172
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0180
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CROOM CONSTRUCTION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0161
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CROOM CONSTRUCTION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0175
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CROOM CONSTRUCTION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0169
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0167
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CROOM CONSTRUCTION 401K PLAN

Measure Date Value
2014 : CROOM CONSTRUCTION 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$215,623
Expenses. Total of all expenses incurred2014-12-31$28,089
Benefits paid (including direct rollovers)2014-12-31$17,556
Total plan assets at end of year2014-12-31$2,055,687
Total plan assets at beginning of year2014-12-31$1,868,153
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$135,380
Expenses. Other expenses not covered elsewhere2014-12-31$233
Contributions received from other sources (not participants or employers)2014-12-31$6,043
Other income received2014-12-31$74,200
Net income (gross income less expenses)2014-12-31$187,534
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,055,687
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,868,153
Assets. Value of participant loans2014-12-31$93,088
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$10,300
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CROOM CONSTRUCTION 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$28
Total income from all sources2013-12-31$327,490
Expenses. Total of all expenses incurred2013-12-31$305,790
Benefits paid (including direct rollovers)2013-12-31$285,299
Total plan assets at end of year2013-12-31$1,868,153
Total plan assets at beginning of year2013-12-31$1,846,425
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$141,812
Expenses. Other expenses not covered elsewhere2013-12-31$260
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$185,678
Net income (gross income less expenses)2013-12-31$21,700
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,868,153
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,846,425
Assets. Value of participant loans2013-12-31$88,861
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$20,231
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CROOM CONSTRUCTION 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$14
Total income from all sources2012-12-31$345,434
Expenses. Total of all expenses incurred2012-12-31$275,639
Benefits paid (including direct rollovers)2012-12-31$275,565
Total plan assets at end of year2012-12-31$1,846,425
Total plan assets at beginning of year2012-12-31$1,776,616
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$182,359
Expenses. Other expenses not covered elsewhere2012-12-31$74
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$163,075
Net income (gross income less expenses)2012-12-31$69,795
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,846,425
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,776,616
Assets. Value of participant loans2012-12-31$49,081
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CROOM CONSTRUCTION 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$145,155
Expenses. Total of all expenses incurred2011-12-31$309,701
Benefits paid (including direct rollovers)2011-12-31$309,495
Total plan assets at end of year2011-12-31$1,776,616
Total plan assets at beginning of year2011-12-31$1,941,162
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$140,878
Expenses. Other expenses not covered elsewhere2011-12-31$206
Contributions received from other sources (not participants or employers)2011-12-31$18,382
Other income received2011-12-31$-14,105
Net income (gross income less expenses)2011-12-31$-164,546
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,776,616
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,941,162
Assets. Value of participant loans2011-12-31$52,564
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0

Form 5500 Responses for CROOM CONSTRUCTION 401K PLAN

2014: CROOM CONSTRUCTION 401K 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
2013: CROOM CONSTRUCTION 401K 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
2012: CROOM CONSTRUCTION 401K 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
2011: CROOM CONSTRUCTION 401K 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827181
Policy instance 1
Insurance contract or identification numberGA-827181
Number of Individuals Covered41
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,548
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827181
Policy instance 1
Insurance contract or identification numberGA-827181
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,497
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,497
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827181
Policy instance 1
Insurance contract or identification numberGA-827181
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,372
Total amount of fees paid to insurance companyUSD $91
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,372
Insurance broker organization code?3
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827181
Policy instance 1
Insurance contract or identification numberGA-827181
Number of Individuals Covered40
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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