COMBINED BUILDING & HOUSING CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN
401k plan membership statisitcs for COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN
Measure | Date | Value |
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2022 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2022 401k financial data |
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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 | $204,497 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $150,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $149,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $194,754 |
Value of total assets at end of year | 2022-12-31 | $1,079,632 |
Value of total assets at beginning of year | 2022-12-31 | $1,025,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $278 |
Total interest from all sources | 2022-12-31 | $0 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $111,562 |
Participant contributions at end of year | 2022-12-31 | $8,654 |
Participant contributions at beginning of year | 2022-12-31 | $3,901 |
Other income not declared elsewhere | 2022-12-31 | $11,963 |
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 | $54,249 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,079,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,025,383 |
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 |
Investment advisory and management fees | 2022-12-31 | $278 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $11,127 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $13,678 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,053,481 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,004,849 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,220 |
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 | Yes |
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 | $83,192 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,370 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $149,970 |
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 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2022-12-31 | 300116076 |
2021 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2021 401k financial data |
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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 | $200,343 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $42,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $42,285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $189,283 |
Value of total assets at end of year | 2021-12-31 | $1,025,383 |
Value of total assets at beginning of year | 2021-12-31 | $867,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $311 |
Total interest from all sources | 2021-12-31 | $0 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 | $107,027 |
Participant contributions at end of year | 2021-12-31 | $3,901 |
Participant contributions at beginning of year | 2021-12-31 | $8,198 |
Other income not declared elsewhere | 2021-12-31 | $9,274 |
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 | $157,747 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,025,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $867,636 |
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 | $311 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $13,678 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $12,554 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,004,849 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $840,476 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,786 |
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 | $82,256 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,955 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $42,285 |
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 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2021-12-31 | 300116076 |
2020 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2020 401k financial data |
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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 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $208,802 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $89,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $89,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $192,433 |
Value of total assets at end of year | 2020-12-31 | $867,636 |
Value of total assets at beginning of year | 2020-12-31 | $748,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $228 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $107,532 |
Participant contributions at end of year | 2020-12-31 | $8,198 |
Participant contributions at beginning of year | 2020-12-31 | $3,967 |
Other income not declared elsewhere | 2020-12-31 | $14,842 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
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 | $119,228 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $867,636 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $748,408 |
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 | $228 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $12,554 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $9,449 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $840,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $731,718 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,527 |
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 | $84,901 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,408 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,274 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $89,346 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2020-12-31 | 300116076 |
2019 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $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 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 | $205,088 |
Total income from all sources (including contributions) | 2019-12-31 | $205,088 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $41,352 |
Total of all expenses incurred | 2019-12-31 | $41,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $41,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $41,275 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $189,303 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $189,303 |
Value of total assets at end of year | 2019-12-31 | $748,408 |
Value of total assets at end of year | 2019-12-31 | $748,408 |
Value of total assets at beginning of year | 2019-12-31 | $584,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $77 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $77 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $102,825 |
Contributions received from participants | 2019-12-31 | $102,825 |
Participant contributions at end of year | 2019-12-31 | $3,967 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $14,759 |
Other income not declared elsewhere | 2019-12-31 | $14,759 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
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 |
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 | $163,736 |
Value of net income/loss | 2019-12-31 | $163,736 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $748,408 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $748,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $584,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $584,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $77 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,449 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,449 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $9,583 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $9,583 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $731,718 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $731,718 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $575,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $575,089 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,026 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 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 | $86,478 |
Contributions received in cash from employer | 2019-12-31 | $86,478 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,274 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,274 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $41,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $41,275 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm name | 2019-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2019-12-31 | 300116076 |
Accountancy firm EIN | 2019-12-31 | 300116076 |
2018 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $207,102 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $134,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $134,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $195,877 |
Value of total assets at end of year | 2018-12-31 | $584,672 |
Value of total assets at beginning of year | 2018-12-31 | $511,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $104 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $108,764 |
Other income not declared elsewhere | 2018-12-31 | $12,192 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $72,702 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $584,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $511,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $104 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $9,583 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $701 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $575,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $511,269 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $87,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $134,296 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2018-12-31 | 300111607 |
2017 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $201,858 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $10,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $192,528 |
Value of total assets at end of year | 2017-12-31 | $511,970 |
Value of total assets at beginning of year | 2017-12-31 | $320,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $107,481 |
Other income not declared elsewhere | 2017-12-31 | $9,259 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $191,785 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $511,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $320,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $8 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $701 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $233 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $511,269 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $319,952 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $71 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $85,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,065 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2017-12-31 | 300111607 |
2016 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2016 401k financial data |
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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 | $187,874 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $182,738 |
Value of total assets at end of year | 2016-12-31 | $320,185 |
Value of total assets at beginning of year | 2016-12-31 | $133,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $99,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $5,125 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,957 |
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 | $186,462 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $320,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $133,723 |
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 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $233 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $223 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $319,952 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $126,543 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $11 |
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 | Yes |
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 | $82,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,412 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2016-12-31 | 300111607 |
2015 : COMBINED BUILDING & HOUSING CONSULTANTS, INC. 1081.01(D) SALARY DEFERRAL RETIRMENT PLAN 2015 401k financial data |
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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 | $133,724 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $132,634 |
Value of total assets at end of year | 2015-12-31 | $133,723 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 | $71,423 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $1,099 |
Administrative expenses (other) incurred | 2015-12-31 | $1 |
Total non interest bearing cash at end of year | 2015-12-31 | $6,957 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
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 | $133,723 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $133,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
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 pooled separate accounts at end of year | 2015-12-31 | $223 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $126,543 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-9 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $61,211 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | LANDA UMPIERRE, PSC |
Accountancy firm EIN | 2015-12-31 | 300111607 |