ASSOCIATED MECHANICAL CONTRACTORS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN
401k plan membership statisitcs for ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN
Measure | Date | Value |
---|
2022 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-409,459 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $74,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $67,589 |
Value of total corrective distributions | 2022-12-31 | $1,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $238,129 |
Value of total assets at end of year | 2022-12-31 | $3,489,068 |
Value of total assets at beginning of year | 2022-12-31 | $3,972,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,848 |
Total interest from all sources | 2022-12-31 | $11,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $55,366 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $55,366 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $198,444 |
Participant contributions at end of year | 2022-12-31 | $75,504 |
Participant contributions at beginning of year | 2022-12-31 | $73,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-483,878 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,489,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,972,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,794,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,355,013 |
Interest on participant loans | 2022-12-31 | $2,073 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $619,104 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $544,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $544,300 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $9,330 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-714,357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $39,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $67,589 |
Contract administrator fees | 2022-12-31 | $4,848 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2022-12-31 | 823217974 |
2021 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $629,804 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $75,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $57,758 |
Value of total corrective distributions | 2021-12-31 | $7,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $279,561 |
Value of total assets at end of year | 2021-12-31 | $3,972,946 |
Value of total assets at beginning of year | 2021-12-31 | $3,419,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,668 |
Total interest from all sources | 2021-12-31 | $3,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $45,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $45,682 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $226,116 |
Participant contributions at end of year | 2021-12-31 | $73,633 |
Participant contributions at beginning of year | 2021-12-31 | $107,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $553,856 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,972,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,419,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $7,524 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,355,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,797,890 |
Interest on participant loans | 2021-12-31 | $3,497 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $544,300 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $513,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $513,764 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $53 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $301,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $45,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $57,758 |
Contract administrator fees | 2021-12-31 | $3,144 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2021-12-31 | 823217974 |
2020 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $946 |
Total income from all sources (including contributions) | 2020-12-31 | $657,577 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $44,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $33,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $208,117 |
Value of total assets at end of year | 2020-12-31 | $3,419,090 |
Value of total assets at beginning of year | 2020-12-31 | $2,807,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,471 |
Total interest from all sources | 2020-12-31 | $3,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $37,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $37,069 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $173,473 |
Participant contributions at end of year | 2020-12-31 | $107,436 |
Participant contributions at beginning of year | 2020-12-31 | $73,748 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $2,543 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $612,724 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,419,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,806,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $6,346 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,797,890 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,540,831 |
Interest on participant loans | 2020-12-31 | $3,169 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $513,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $189,689 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $189,689 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $479 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $408,743 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $34,644 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $33,382 |
Contract administrator fees | 2020-12-31 | $5,125 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | THE HIGHLANDS ACCOUNTING GROUP |
Accountancy firm EIN | 2020-12-31 | 823217974 |
2019 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $946 |
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 | $703,685 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $115,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $113,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $250,491 |
Value of total assets at end of year | 2019-12-31 | $2,807,312 |
Value of total assets at beginning of year | 2019-12-31 | $2,218,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,000 |
Total interest from all sources | 2019-12-31 | $5,299 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $46,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $46,876 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $181,627 |
Participant contributions at end of year | 2019-12-31 | $73,748 |
Participant contributions at beginning of year | 2019-12-31 | $70,892 |
Participant contributions at end of year | 2019-12-31 | $2,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $33,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $588,157 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,806,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,218,209 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,540,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,958,441 |
Interest on participant loans | 2019-12-31 | $4,017 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $189,689 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $188,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $188,876 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $401,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $35,458 |
Employer contributions (assets) at end of year | 2019-12-31 | $501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $113,528 |
Contract administrator fees | 2019-12-31 | $2,000 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JACKSON THORNTON COMPANY |
Accountancy firm EIN | 2019-12-31 | 631035228 |
2016 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $316,044 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $91,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $78,414 |
Value of total corrective distributions | 2016-12-31 | $11,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $116,878 |
Value of total assets at end of year | 2016-12-31 | $2,768,421 |
Value of total assets at beginning of year | 2016-12-31 | $2,544,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,370 |
Total interest from all sources | 2016-12-31 | $2,306 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $32,949 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $32,949 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $97,412 |
Participant contributions at end of year | 2016-12-31 | $86,308 |
Participant contributions at beginning of year | 2016-12-31 | $96,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $224,380 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,768,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,544,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,423,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,198,529 |
Interest on participant loans | 2016-12-31 | $2,303 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $258,532 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $249,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $249,322 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $163,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $19,466 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $78,414 |
Contract administrator fees | 2016-12-31 | $1,370 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2016-12-31 | 631035228 |
2015 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $47,390 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $956,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $954,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $86,762 |
Value of total assets at end of year | 2015-12-31 | $2,544,041 |
Value of total assets at beginning of year | 2015-12-31 | $3,452,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,465 |
Total interest from all sources | 2015-12-31 | $3,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $36,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $36,400 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $72,412 |
Participant contributions at end of year | 2015-12-31 | $96,190 |
Participant contributions at beginning of year | 2015-12-31 | $111,586 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $22,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-908,674 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,544,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,452,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,198,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,920,535 |
Interest on participant loans | 2015-12-31 | $3,402 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $249,322 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $393,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $393,806 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-79,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $14,350 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,465 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $954,599 |
Contract administrator fees | 2015-12-31 | $1,465 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2015-12-31 | 631035228 |
2014 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $240,366 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $239,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $237,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $119,242 |
Value of total assets at end of year | 2014-12-31 | $3,452,715 |
Value of total assets at beginning of year | 2014-12-31 | $3,451,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,725 |
Total interest from all sources | 2014-12-31 | $4,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $49,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $49,089 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $99,389 |
Participant contributions at end of year | 2014-12-31 | $111,586 |
Participant contributions at beginning of year | 2014-12-31 | $113,998 |
Participant contributions at end of year | 2014-12-31 | $22,323 |
Participant contributions at beginning of year | 2014-12-31 | $3,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $782 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,452,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,451,933 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,920,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,957,083 |
Interest on participant loans | 2014-12-31 | $3,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $393,806 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $376,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $376,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $284 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $68,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $19,853 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,465 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $237,859 |
Contract administrator fees | 2014-12-31 | $1,725 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2014-12-31 | 631035228 |
2013 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $569,440 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $257,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $206,367 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $37,306 |
Value of total corrective distributions | 2013-12-31 | $11,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $147,850 |
Value of total assets at end of year | 2013-12-31 | $3,451,933 |
Value of total assets at beginning of year | 2013-12-31 | $3,139,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,485 |
Total interest from all sources | 2013-12-31 | $2,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $44,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $44,030 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $123,086 |
Participant contributions at end of year | 2013-12-31 | $113,998 |
Participant contributions at beginning of year | 2013-12-31 | $160,108 |
Participant contributions at end of year | 2013-12-31 | $3,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $312,263 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,451,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,139,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,957,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,587,945 |
Interest on participant loans | 2013-12-31 | $2,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $376,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $391,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $391,617 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $375,483 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $24,764 |
Employer contributions (assets) at end of year | 2013-12-31 | $712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $206,367 |
Contract administrator fees | 2013-12-31 | $2,485 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2013-12-31 | 631035228 |
2012 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $549,447 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $104,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $53,419 |
Value of total corrective distributions | 2012-12-31 | $48,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $216,461 |
Value of total assets at end of year | 2012-12-31 | $3,139,670 |
Value of total assets at beginning of year | 2012-12-31 | $2,694,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,950 |
Total interest from all sources | 2012-12-31 | $5,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $47,662 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $47,662 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $180,384 |
Participant contributions at end of year | 2012-12-31 | $160,108 |
Participant contributions at beginning of year | 2012-12-31 | $202,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $445,098 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,139,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,694,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,587,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,158,984 |
Interest on participant loans | 2012-12-31 | $5,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $391,617 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $332,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $332,668 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $279,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $36,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $53,419 |
Contract administrator fees | 2012-12-31 | $1,950 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2012-12-31 | 631035228 |
2011 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $117,376 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $153,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $84,817 |
Value of total corrective distributions | 2011-12-31 | $66,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $237,411 |
Value of total assets at end of year | 2011-12-31 | $2,694,572 |
Value of total assets at beginning of year | 2011-12-31 | $2,730,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,992 |
Total interest from all sources | 2011-12-31 | $10,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $24,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $24,281 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $197,842 |
Participant contributions at end of year | 2011-12-31 | $202,920 |
Participant contributions at beginning of year | 2011-12-31 | $91,280 |
Administrative expenses (other) incurred | 2011-12-31 | $672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-35,866 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,694,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,730,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,158,984 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,639,158 |
Interest on participant loans | 2011-12-31 | $6,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $332,668 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-213,805 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $58,563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $39,569 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $84,817 |
Contract administrator fees | 2011-12-31 | $1,320 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JACKSON THORNTON |
Accountancy firm EIN | 2011-12-31 | 631035228 |
2010 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $489,958 |
Expenses. Total of all expenses incurred | 2010-12-31 | $198,484 |
Benefits paid (including direct rollovers) | 2010-12-31 | $198,484 |
Total plan assets at end of year | 2010-12-31 | $2,730,438 |
Total plan assets at beginning of year | 2010-12-31 | $2,438,964 |
Total contributions received or receivable from participants | 2010-12-31 | $185,676 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $2,572 |
Other income received | 2010-12-31 | $264,579 |
Net income (gross income less expenses) | 2010-12-31 | $291,474 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,730,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,438,964 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $37,131 |