Logo

HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameHAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN
Plan identification number 001

HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

HAAS-ANDERSON CONSTRUCTION, LTD has sponsored the creation of one or more 401k plans.

Company Name:HAAS-ANDERSON CONSTRUCTION, LTD
Employer identification number (EIN):742212956
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY TRAYLER
0012016-01-01HAAS
0012015-01-01HAAS
0012014-01-01GARY TRAYLER
0012013-01-01GRAY TRAYLER
0012012-01-01GARY TRAYLER
0012011-01-01DARRYL HAAS
0012010-01-01DARRYL HAAS
0012009-01-01DARRYL HAAS
0012009-01-01DARRYL HAAS
0012009-01-01DARRYL HAAS
0012009-01-01DARRYL HAAS

Plan Statistics for HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01213
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01213
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01228
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01217
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01193
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01178
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01181
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01157
Number of participants with account balances2010-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01216
Total number of active participants reported on line 7a of the Form 55002009-01-01159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total transfer of assets from this plan2023-03-24$3,495,351
Total income from all sources (including contributions)2023-03-24$164,350
Total of all expenses incurred2023-03-24$158,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-24$151,469
Value of total corrective distributions2023-03-24$2,698
Value of total assets at end of year2023-03-24$0
Value of total assets at beginning of year2023-03-24$3,489,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-24$4,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-24No
Was this plan covered by a fidelity bond2023-03-24Yes
Value of fidelity bond cover2023-03-24$300,000
If this is an individual account plan, was there a blackout period2023-03-24Yes
Were there any nonexempt tranactions with any party-in-interest2023-03-24No
Participant contributions at end of year2023-03-24$0
Participant contributions at beginning of year2023-03-24$5,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-24No
Value of net income/loss2023-03-24$5,424
Value of net assets at end of year (total assets less liabilities)2023-03-24$0
Value of net assets at beginning of year (total assets less liabilities)2023-03-24$3,489,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-24No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-24No
Were any leases to which the plan was party in default or uncollectible2023-03-24No
Value of interest in pooled separate accounts at end of year2023-03-24$0
Value of interest in pooled separate accounts at beginning of year2023-03-24$3,483,151
Net investment gain/loss from pooled separate accounts2023-03-24$164,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-24No
Was there a failure to transmit to the plan any participant contributions2023-03-24No
Has the plan failed to provide any benefit when due under the plan2023-03-24No
Employer contributions (assets) at end of year2023-03-24$0
Employer contributions (assets) at beginning of year2023-03-24$1,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-24$151,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-24Yes
Did the plan have assets held for investment2023-03-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-24Yes
Opinion of an independent qualified public accountant for this plan2023-03-24Unqualified
Accountancy firm name2023-03-24MICHALAK, P.C.
Accountancy firm EIN2023-03-24834629358
2022 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-620,751
Total of all expenses incurred2022-12-31$795,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$775,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$387,616
Value of total assets at end of year2022-12-31$3,489,927
Value of total assets at beginning of year2022-12-31$4,906,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,743
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$300,000
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$323,796
Participant contributions at end of year2022-12-31$5,704
Participant contributions at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$19,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,416,101
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,489,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,906,028
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 pooled separate accounts at end of year2022-12-31$3,483,151
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,906,028
Net investment gain/loss from pooled separate accounts2022-12-31$-1,008,367
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$63,820
Employer contributions (assets) at end of year2022-12-31$1,072
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$775,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MICHALAK, P.C.
Accountancy firm EIN2022-12-31834629358
2021 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,028,172
Total of all expenses incurred2021-12-31$687,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$664,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$402,026
Value of total assets at end of year2021-12-31$4,906,028
Value of total assets at beginning of year2021-12-31$4,565,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,085
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$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$335,681
Administrative expenses (other) incurred2021-12-31$23,085
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$340,692
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,906,028
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,565,336
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 pooled separate accounts at end of year2021-12-31$4,906,028
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,565,336
Net investment gain/loss from pooled separate accounts2021-12-31$626,146
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$66,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$664,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MICHALAK, P.C.
Accountancy firm EIN2021-12-31834629358
2020 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,029,657
Total of all expenses incurred2020-12-31$325,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$295,709
Value of total corrective distributions2020-12-31$10,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$380,250
Value of total assets at end of year2020-12-31$4,565,336
Value of total assets at beginning of year2020-12-31$3,860,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$317,549
Administrative expenses (other) incurred2020-12-31$18,984
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$704,596
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,565,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,860,740
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 pooled separate accounts at end of year2020-12-31$4,565,336
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,860,740
Net investment gain/loss from pooled separate accounts2020-12-31$649,407
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$62,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$295,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MICHALAK, P.C.
Accountancy firm EIN2020-12-31834629358
2019 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,028,876
Total of all expenses incurred2019-12-31$422,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$391,098
Value of total corrective distributions2019-12-31$13,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$300,895
Value of total assets at end of year2019-12-31$3,860,740
Value of total assets at beginning of year2019-12-31$3,254,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$250,623
Administrative expenses (other) incurred2019-12-31$18,042
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$606,506
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,860,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,254,234
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 pooled separate accounts at end of year2019-12-31$3,860,740
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,254,234
Net investment gain/loss from pooled separate accounts2019-12-31$727,981
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$50,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$391,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31MICHALAK, P.C.
Accountancy firm EIN2019-12-31834629358
2018 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$318
Total income from all sources (including contributions)2018-12-31$192,544
Total of all expenses incurred2018-12-31$178,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$141,778
Value of total corrective distributions2018-12-31$19,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$310,943
Value of total assets at end of year2018-12-31$3,254,234
Value of total assets at beginning of year2018-12-31$3,240,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$259,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$318
Administrative expenses (other) incurred2018-12-31$16,883
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$14,358
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,254,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,239,876
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 pooled separate accounts at end of year2018-12-31$3,254,234
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,240,194
Net investment gain/loss from pooled separate accounts2018-12-31$-118,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$51,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$141,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BONNES & PULLIN, P.C
Accountancy firm EIN2018-12-31461224180
2017 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$318
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$731,482
Total of all expenses incurred2017-12-31$147,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$310,690
Value of total assets at end of year2017-12-31$3,240,194
Value of total assets at beginning of year2017-12-31$2,656,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$259,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$15,317
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$583,615
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,239,876
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,656,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,240,194
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,656,261
Net investment gain/loss from pooled separate accounts2017-12-31$420,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$51,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BONNES & PULLIN, P.C.
Accountancy firm EIN2017-12-31461224180
2016 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$395,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$338,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$312,784
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$10,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$280,666
Value of total assets at end of year2016-12-31$2,656,261
Value of total assets at beginning of year2016-12-31$2,599,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,941
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$235,723
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$56,800
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,656,261
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,599,461
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$2,656,261
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,599,461
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$114,828
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$44,943
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$312,784
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$14,941
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BONNES & PULLIN, P.C.
Accountancy firm EIN2016-12-31461224180
2015 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$308,450
Total of all expenses incurred2015-12-31$162,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,026
Value of total corrective distributions2015-12-31$4,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$288,427
Value of total assets at end of year2015-12-31$2,599,461
Value of total assets at beginning of year2015-12-31$2,453,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,270
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$243,511
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$6,060
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$145,489
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,599,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,453,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,599,461
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,446,746
Net investment gain/loss from pooled separate accounts2015-12-31$20,023
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$44,916
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,026
Contract administrator fees2015-12-31$13,270
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 name2015-12-31BONNES & PULLIN, P.C.
Accountancy firm EIN2015-12-31461224180
2014 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$419,419
Total of all expenses incurred2014-12-31$587,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$575,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$239,120
Value of total assets at end of year2014-12-31$2,453,972
Value of total assets at beginning of year2014-12-31$2,622,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,699
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$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$200,739
Participant contributions at end of year2014-12-31$6,060
Participant contributions at beginning of year2014-12-31$2,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-168,418
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,453,972
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,622,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,446,746
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,619,237
Net investment gain/loss from pooled separate accounts2014-12-31$180,299
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$38,381
Employer contributions (assets) at end of year2014-12-31$1,166
Employer contributions (assets) at beginning of year2014-12-31$521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$575,138
Contract administrator fees2014-12-31$12,699
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 name2014-12-31BONNES & PULLIN, P.C.
Accountancy firm EIN2014-12-31461224180
2013 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$596,281
Total of all expenses incurred2013-12-31$293,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$280,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$207,957
Value of total assets at end of year2013-12-31$2,622,390
Value of total assets at beginning of year2013-12-31$2,319,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$173,337
Participant contributions at end of year2013-12-31$2,632
Participant contributions at beginning of year2013-12-31$2,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$302,701
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,622,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,319,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,619,237
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,316,711
Net investment gain/loss from pooled separate accounts2013-12-31$388,324
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$34,620
Employer contributions (assets) at end of year2013-12-31$521
Employer contributions (assets) at beginning of year2013-12-31$497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$280,784
Contract administrator fees2013-12-31$12,796
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 name2013-12-31BONNES & PULLIN, P.C.
Accountancy firm EIN2013-12-31461224180
2012 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$424,208
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$527,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$517,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$199,964
Value of total assets at end of year2012-12-31$2,319,689
Value of total assets at beginning of year2012-12-31$2,423,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,679
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$166,239
Participant contributions at end of year2012-12-31$2,481
Participant contributions at beginning of year2012-12-31$2,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-103,749
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,319,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,423,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,316,711
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,420,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$224,244
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$33,725
Employer contributions (assets) at end of year2012-12-31$497
Employer contributions (assets) at beginning of year2012-12-31$533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$517,278
Contract administrator fees2012-12-31$10,679
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 name2012-12-31BONNES & PULLIN, PC
Accountancy firm EIN2012-12-31461224180
2011 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$214,636
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$215,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$204,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$234,518
Value of total assets at end of year2011-12-31$2,423,438
Value of total assets at beginning of year2011-12-31$2,424,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,263
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$198,023
Participant contributions at end of year2011-12-31$2,728
Participant contributions at beginning of year2011-12-31$3,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-844
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,423,438
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,424,282
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 pooled separate accounts at end of year2011-12-31$2,420,177
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,420,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-19,882
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$36,495
Employer contributions (assets) at end of year2011-12-31$533
Employer contributions (assets) at beginning of year2011-12-31$591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$204,217
Contract administrator fees2011-12-31$11,263
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 name2011-12-31FITE & WHEELER PC
Accountancy firm EIN2011-12-31742518603
2010 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$498,725
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$289,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$278,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$245,908
Value of total assets at end of year2010-12-31$2,424,282
Value of total assets at beginning of year2010-12-31$2,214,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,567
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$208,353
Participant contributions at end of year2010-12-31$3,238
Participant contributions at beginning of year2010-12-31$2,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$209,541
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,424,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,214,741
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 pooled separate accounts at end of year2010-12-31$2,420,453
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,211,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$252,817
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$37,555
Employer contributions (assets) at end of year2010-12-31$591
Employer contributions (assets) at beginning of year2010-12-31$480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$278,617
Contract administrator fees2010-12-31$10,567
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 name2010-12-31FITE & WHEELER, PC
Accountancy firm EIN2010-12-31742518603
2009 : HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN

2023: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAAS ANDERSON CONSTRUCTION PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-03-24
Total amount of commissions paid to insurance brokerUSD $1,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $449
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,723
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered117
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,300
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,871
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered99
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,204
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,391
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860
Policy instance 1
Insurance contract or identification number970860
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,244
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Number of Individuals Covered79
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,281
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,281
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Number of Individuals Covered73
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,240
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,962
Commission paid to Insurance BrokerUSD $5,962
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,921
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $5,921
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Number of Individuals Covered161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number970860-000
Policy instance 1
Insurance contract or identification number970860-000
Number of Individuals Covered157
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,713
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $5,713
Insurance broker organization code?3
Insurance broker nameROBERT CORRIGAN

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1