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CHET MORRISON CONTRACTORS 401(K) PLAN 401k Plan overview

Plan NameCHET MORRISON CONTRACTORS 401(K) PLAN
Plan identification number 001

CHET MORRISON CONTRACTORS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHET MORRISON CONTRACTORS, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:CHET MORRISON CONTRACTORS, L.L.C.
Employer identification number (EIN):721001398
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about CHET MORRISON CONTRACTORS, L.L.C.

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400551457

More information about CHET MORRISON CONTRACTORS, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHET MORRISON CONTRACTORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEROY GUIDRY
0012016-01-01LEROY GUIDRY
0012015-01-01LEROY GUIDRY
0012014-01-01LEROY GUIDRY2015-10-05 LEROY GUIDRY2015-10-05
0012013-01-01LEROY GUIDRY
0012012-01-01LEROY GUIDRY
0012011-01-01LEROY GUIDRY
0012010-01-01LEROY GUIDRY
0012009-01-01LEROY GUIDRY

Plan Statistics for CHET MORRISON CONTRACTORS 401(K) PLAN

401k plan membership statisitcs for CHET MORRISON CONTRACTORS 401(K) PLAN

Measure Date Value
2022: CHET MORRISON CONTRACTORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01538
Total number of active participants reported on line 7a of the Form 55002022-01-01443
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01561
Number of participants with account balances2022-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0159
2021: CHET MORRISON CONTRACTORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01579
Total number of active participants reported on line 7a of the Form 55002021-01-01380
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01537
Number of participants with account balances2021-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: CHET MORRISON CONTRACTORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01547
Total number of active participants reported on line 7a of the Form 55002020-01-01404
Number of retired or separated participants receiving benefits2020-01-0133
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01572
Number of participants with account balances2020-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0151
2019: CHET MORRISON CONTRACTORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01411
Total number of active participants reported on line 7a of the Form 55002019-01-01408
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01523
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: CHET MORRISON CONTRACTORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01493
Total number of active participants reported on line 7a of the Form 55002018-01-01330
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01408
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: CHET MORRISON CONTRACTORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01499
Total number of active participants reported on line 7a of the Form 55002017-01-01427
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01541
Number of participants with account balances2017-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: CHET MORRISON CONTRACTORS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01386
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01502
Number of participants with account balances2016-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: CHET MORRISON CONTRACTORS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01641
Total number of active participants reported on line 7a of the Form 55002015-01-01465
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01558
Number of participants with account balances2015-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0149
2014: CHET MORRISON CONTRACTORS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01694
Total number of active participants reported on line 7a of the Form 55002014-01-01575
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01653
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: CHET MORRISON CONTRACTORS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01620
Total number of active participants reported on line 7a of the Form 55002013-01-01607
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01672
Number of participants with account balances2013-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: CHET MORRISON CONTRACTORS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01573
Total number of active participants reported on line 7a of the Form 55002012-01-01463
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01585
Number of participants with account balances2012-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: CHET MORRISON CONTRACTORS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01639
Total number of active participants reported on line 7a of the Form 55002011-01-01417
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01535
Number of participants with account balances2011-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0141
2010: CHET MORRISON CONTRACTORS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01722
Total number of active participants reported on line 7a of the Form 55002010-01-01474
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01110
Total of all active and inactive participants2010-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01591
Number of participants with account balances2010-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0173
2009: CHET MORRISON CONTRACTORS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01708
Total number of active participants reported on line 7a of the Form 55002009-01-01869
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01941
Number of participants with account balances2009-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on CHET MORRISON CONTRACTORS 401(K) PLAN

Measure Date Value
2022 : CHET MORRISON CONTRACTORS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-756,872
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,826,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,744,772
Expenses. Certain deemed distributions of participant loans2022-12-31$52,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,743,429
Value of total assets at end of year2022-12-31$18,793,063
Value of total assets at beginning of year2022-12-31$21,376,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,910
Total interest from all sources2022-12-31$13,620
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,730,412
Participant contributions at end of year2022-12-31$282,011
Participant contributions at beginning of year2022-12-31$284,789
Participant contributions at end of year2022-12-31$29,847
Participant contributions at beginning of year2022-12-31$27,097
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$421,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,583,457
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,793,063
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,376,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,752,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,416,443
Interest on participant loans2022-12-31$13,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,716,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$638,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,513,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$591,835
Employer contributions (assets) at end of year2022-12-31$12,063
Employer contributions (assets) at beginning of year2022-12-31$9,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,744,772
Contract administrator fees2022-12-31$28,910
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LA PORTE APAC
Accountancy firm EIN2022-12-31721088864
2021 : CHET MORRISON CONTRACTORS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,347,449
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,086,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,996,247
Expenses. Certain deemed distributions of participant loans2021-12-31$72,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,746,173
Value of total assets at end of year2021-12-31$21,376,520
Value of total assets at beginning of year2021-12-31$19,115,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,265
Total interest from all sources2021-12-31$16,876
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,427,868
Participant contributions at end of year2021-12-31$284,789
Participant contributions at beginning of year2021-12-31$333,944
Participant contributions at end of year2021-12-31$27,097
Participant contributions at beginning of year2021-12-31$24,379
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,260,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,376,520
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,115,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,416,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,931,466
Interest on participant loans2021-12-31$16,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$638,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$826,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,584,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$300,018
Employer contributions (assets) at end of year2021-12-31$9,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,996,247
Contract administrator fees2021-12-31$18,265
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAPORTE APAC
Accountancy firm EIN2021-12-31721088864
2020 : CHET MORRISON CONTRACTORS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,693,424
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,046,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,875,658
Expenses. Certain deemed distributions of participant loans2020-12-31$154,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,462,665
Value of total assets at end of year2020-12-31$19,115,878
Value of total assets at beginning of year2020-12-31$17,468,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,756
Total interest from all sources2020-12-31$17,290
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,287
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,152,066
Participant contributions at end of year2020-12-31$333,944
Participant contributions at beginning of year2020-12-31$406,199
Participant contributions at end of year2020-12-31$24,379
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$277,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,647,209
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,115,878
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,468,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,931,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,871,668
Interest on participant loans2020-12-31$17,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$826,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$190,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,209,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$33,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,875,658
Contract administrator fees2020-12-31$15,756
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LAPORTE APAC
Accountancy firm EIN2020-12-31721088864
2019 : CHET MORRISON CONTRACTORS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,671
Expenses. Interest paid2019-12-31$21,750
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$21,750
Total income from all sources (including contributions)2019-12-31$4,435,322
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,385,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,345,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,435,964
Value of total assets at end of year2019-12-31$17,468,669
Value of total assets at beginning of year2019-12-31$14,444,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,501
Total interest from all sources2019-12-31$23,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,239
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,248,395
Participant contributions at end of year2019-12-31$406,199
Participant contributions at beginning of year2019-12-31$483,433
Participant contributions at beginning of year2019-12-31$34,563
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,050,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,468,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,418,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,871,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,455,379
Interest on participant loans2019-12-31$23,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$190,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$470,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,972,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$42,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,345,756
Contract administrator fees2019-12-31$17,501
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$25,671
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAPORTE APAC
Accountancy firm EIN2019-12-31721088864
2018 : CHET MORRISON CONTRACTORS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,611,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,671
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$183,709
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,189,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,123,898
Expenses. Certain deemed distributions of participant loans2018-12-31$3,536
Value of total corrective distributions2018-12-31$25,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,188,998
Value of total assets at end of year2018-12-31$14,444,025
Value of total assets at beginning of year2018-12-31$17,035,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,027
Total interest from all sources2018-12-31$22,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,524
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,139,195
Participant contributions at end of year2018-12-31$483,433
Participant contributions at beginning of year2018-12-31$496,634
Participant contributions at end of year2018-12-31$34,563
Participant contributions at beginning of year2018-12-31$31,048
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,803
Other income not declared elsewhere2018-12-31$1,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,005,423
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,418,354
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,035,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,455,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,000,000
Interest on participant loans2018-12-31$22,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$470,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$507,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,034,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,123,898
Contract administrator fees2018-12-31$36,027
Liabilities. Value of benefit claims payable at end of year2018-12-31$25,671
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LAPORTE APAC
Accountancy firm EIN2018-12-31721088864
2017 : CHET MORRISON CONTRACTORS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,808,746
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,672,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,618,673
Expenses. Certain deemed distributions of participant loans2017-12-31$18,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,352,767
Value of total assets at end of year2017-12-31$17,035,478
Value of total assets at beginning of year2017-12-31$14,898,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,442
Total interest from all sources2017-12-31$18,921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,982
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,341,617
Participant contributions at end of year2017-12-31$496,634
Participant contributions at beginning of year2017-12-31$455,874
Participant contributions at end of year2017-12-31$31,048
Participant contributions at beginning of year2017-12-31$25,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,136,629
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,035,478
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,898,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,000,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,900,741
Interest on participant loans2017-12-31$18,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$507,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$516,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,432,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,618,673
Contract administrator fees2017-12-31$35,442
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAPORTE APAC
Accountancy firm EIN2017-12-31721088864
2016 : CHET MORRISON CONTRACTORS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,736,731
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,505,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,443,924
Expenses. Certain deemed distributions of participant loans2016-12-31$21,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,669,674
Value of total assets at end of year2016-12-31$14,898,849
Value of total assets at beginning of year2016-12-31$14,667,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,750
Total interest from all sources2016-12-31$16,304
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,217,152
Participant contributions at end of year2016-12-31$455,874
Participant contributions at beginning of year2016-12-31$522,139
Participant contributions at end of year2016-12-31$25,694
Participant contributions at beginning of year2016-12-31$29,160
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$452,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$230,931
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,898,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,667,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,900,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,836,763
Interest on participant loans2016-12-31$16,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$516,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$270,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,050,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$9,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,443,924
Contract administrator fees2016-12-31$40,750
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LAPORTE APAC
Accountancy firm EIN2016-12-31722018864
2015 : CHET MORRISON CONTRACTORS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$63,743
Total income from all sources (including contributions)2015-12-31$2,440,219
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,846,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,780,595
Expenses. Certain deemed distributions of participant loans2015-12-31$48,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,557,475
Value of total assets at end of year2015-12-31$14,667,918
Value of total assets at beginning of year2015-12-31$14,137,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,281
Total interest from all sources2015-12-31$27,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,640,276
Participant contributions at end of year2015-12-31$522,139
Participant contributions at beginning of year2015-12-31$522,480
Participant contributions at end of year2015-12-31$29,160
Participant contributions at beginning of year2015-12-31$46,721
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$385,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$63,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$594,027
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,667,918
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,073,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,836,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,470,771
Interest on participant loans2015-12-31$27,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$270,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$81,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-144,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$531,273
Employer contributions (assets) at end of year2015-12-31$9,783
Employer contributions (assets) at beginning of year2015-12-31$15,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,780,595
Contract administrator fees2015-12-31$17,281
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAPORTE APAC
Accountancy firm EIN2015-12-31722018864
2014 : CHET MORRISON CONTRACTORS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$63,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$99,863
Total income from all sources (including contributions)2014-12-31$3,264,828
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,189,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,095,896
Expenses. Certain deemed distributions of participant loans2014-12-31$15,763
Value of total corrective distributions2014-12-31$63,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,371,563
Value of total assets at end of year2014-12-31$14,137,634
Value of total assets at beginning of year2014-12-31$13,098,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,788
Total interest from all sources2014-12-31$22,676
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,707,424
Participant contributions at end of year2014-12-31$522,480
Participant contributions at beginning of year2014-12-31$499,524
Participant contributions at end of year2014-12-31$46,721
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$165,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$63,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$99,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,075,637
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,073,891
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,998,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,598,593
Value of interest in pooled separate accounts at end of year2014-12-31$13,470,771
Interest on participant loans2014-12-31$22,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$81,956
Net investment gain/loss from pooled separate accounts2014-12-31$870,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$498,959
Employer contributions (assets) at end of year2014-12-31$15,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,095,896
Contract administrator fees2014-12-31$13,788
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEYER, STAGNI & CO
Accountancy firm EIN2014-12-31721110140
2013 : CHET MORRISON CONTRACTORS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$99,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$87,057
Total income from all sources (including contributions)2013-12-31$4,364,183
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,131,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$968,668
Expenses. Certain deemed distributions of participant loans2013-12-31$41,790
Value of total corrective distributions2013-12-31$99,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,226,277
Value of total assets at end of year2013-12-31$13,098,117
Value of total assets at beginning of year2013-12-31$9,852,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,167
Total interest from all sources2013-12-31$19,137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$48,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$48,770
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,529,767
Participant contributions at end of year2013-12-31$499,524
Participant contributions at beginning of year2013-12-31$383,988
Participant contributions at beginning of year2013-12-31$56,359
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$140,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$99,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$87,057
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,232,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,998,254
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,765,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,598,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,461,048
Interest on participant loans2013-12-31$19,137
Value of interest in common/collective trusts at beginning of year2013-12-31$426,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$494,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$494,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,069,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$556,227
Employer contributions (assets) at beginning of year2013-12-31$24,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$968,668
Contract administrator fees2013-12-31$21,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEYER, STAGNI & CO
Accountancy firm EIN2013-12-31721110140
2012 : CHET MORRISON CONTRACTORS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,933
Total income from all sources (including contributions)2012-12-31$2,752,839
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$968,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$864,072
Value of total corrective distributions2012-12-31$87,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,711,627
Value of total assets at end of year2012-12-31$9,852,616
Value of total assets at beginning of year2012-12-31$8,030,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,094
Total interest from all sources2012-12-31$15,690
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$238,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$238,790
Administrative expenses professional fees incurred2012-12-31$17,094
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,101,306
Participant contributions at end of year2012-12-31$383,988
Participant contributions at beginning of year2012-12-31$351,747
Participant contributions at end of year2012-12-31$56,359
Participant contributions at beginning of year2012-12-31$24,862
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$397,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$87,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$49,933
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,784,616
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,765,559
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,980,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,461,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,634,825
Interest on participant loans2012-12-31$15,636
Value of interest in common/collective trusts at end of year2012-12-31$426,359
Value of interest in common/collective trusts at beginning of year2012-12-31$410,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$494,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$605,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$605,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$786,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$212,802
Employer contributions (assets) at end of year2012-12-31$24,024
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$864,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEYER, STAGNI & CO
Accountancy firm EIN2012-12-31721110140
2011 : CHET MORRISON CONTRACTORS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$49,933
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$875,502
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,349,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,279,413
Value of total corrective distributions2011-12-31$49,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,025,038
Value of total assets at end of year2011-12-31$8,030,876
Value of total assets at beginning of year2011-12-31$8,454,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,878
Total interest from all sources2011-12-31$16,871
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$205,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$205,083
Administrative expenses professional fees incurred2011-12-31$19,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,025,038
Participant contributions at end of year2011-12-31$351,747
Participant contributions at beginning of year2011-12-31$405,477
Participant contributions at end of year2011-12-31$24,862
Participant contributions at beginning of year2011-12-31$32,634
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$49,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$105
Total non interest bearing cash at beginning of year2011-12-31$3,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-473,722
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,980,943
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,454,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,634,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,018,520
Interest on participant loans2011-12-31$16,814
Value of interest in common/collective trusts at end of year2011-12-31$410,229
Value of interest in common/collective trusts at beginning of year2011-12-31$406,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$605,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$583,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$583,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-371,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,279,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEYER, STAGNI & CO
Accountancy firm EIN2011-12-31721110140
2010 : CHET MORRISON CONTRACTORS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,479
Total income from all sources (including contributions)2010-12-31$2,406,984
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,457,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,432,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,472,255
Value of total assets at end of year2010-12-31$8,454,665
Value of total assets at beginning of year2010-12-31$7,526,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,054
Total interest from all sources2010-12-31$16,660
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$142,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$142,354
Administrative expenses professional fees incurred2010-12-31$25,054
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,367,855
Participant contributions at end of year2010-12-31$405,477
Participant contributions at beginning of year2010-12-31$284,777
Participant contributions at end of year2010-12-31$32,634
Participant contributions at beginning of year2010-12-31$112,037
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,479
Total non interest bearing cash at end of year2010-12-31$3,247
Total non interest bearing cash at beginning of year2010-12-31$176,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$949,313
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,454,665
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,505,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,018,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,027,021
Interest on participant loans2010-12-31$16,595
Income. Interest from loans (other than to participants)2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$406,569
Value of interest in common/collective trusts at beginning of year2010-12-31$365,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$583,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$507,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$507,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$775,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$104,400
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$43,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,432,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEYER, STAGNI & CO
Accountancy firm EIN2010-12-31721110140

Form 5500 Responses for CHET MORRISON CONTRACTORS 401(K) PLAN

2022: CHET MORRISON CONTRACTORS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHET MORRISON CONTRACTORS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHET MORRISON CONTRACTORS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHET MORRISON CONTRACTORS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHET MORRISON CONTRACTORS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHET MORRISON CONTRACTORS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHET MORRISON CONTRACTORS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHET MORRISON CONTRACTORS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHET MORRISON CONTRACTORS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHET MORRISON CONTRACTORS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHET MORRISON CONTRACTORS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHET MORRISON CONTRACTORS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHET MORRISON CONTRACTORS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHET MORRISON CONTRACTORS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered387
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,844
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
Commission paid to Insurance BrokerUSD $18,844
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered359
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
Commission paid to Insurance BrokerUSD $19,692
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,709
Total amount of fees paid to insurance companyUSD $8,238
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
Commission paid to Insurance BrokerUSD $11,330
Insurance broker organization code?3
Amount paid for insurance broker fees8238
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered348
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,408
Total amount of fees paid to insurance companyUSD $7,567
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
Commission paid to Insurance BrokerUSD $15,408
Insurance broker organization code?3
Amount paid for insurance broker fees7567
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,198
Total amount of fees paid to insurance companyUSD $7,718
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP PENSION FUNDING
Commission paid to Insurance BrokerUSD $15,198
Insurance broker organization code?3
Amount paid for insurance broker fees7718
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered338
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,298
Total amount of fees paid to insurance companyUSD $7,484
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,298
Insurance broker organization code?3
Amount paid for insurance broker fees7484
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameRETIREMENT STRATEGIES GROUP, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered343
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,887
Total amount of fees paid to insurance companyUSD $6,869
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,887
Insurance broker organization code?3
Amount paid for insurance broker fees6869
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameRETIREMENT STRATEGIES GROUP, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,111
Total amount of fees paid to insurance companyUSD $37,172
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees37172
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13,111
Insurance broker nameTBS AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810267
Policy instance 1
Insurance contract or identification number810267
Number of Individuals Covered290
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,981
Total amount of fees paid to insurance companyUSD $11,185
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees11185
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,981
Insurance broker nameTBS AGENCY INC

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