401k Plan data: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN plan

IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN
Plan identification number	501

IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

IVEY MECHANICAL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: IVEY MECHANICAL COMPANY, LLC

Employer identification number (EIN): 810584608

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about IVEY MECHANICAL COMPANY, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2003-02-10

Company Identification Number: 0800172955

Legal Registered Office Address: PO BOX 610

KOSCIUSKO
United States of America (USA)
39090

More information about IVEY MECHANICAL COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-01-01
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 LUTHER BURRELL
501 2016-01-01 LUTHER BURRELL
501 2015-01-01 LUTHER BURRELL
501 2014-01-01 LUTHER BURRELL
501 2013-01-01 LUTHER BURRELL
501 2012-01-01 LUTHER BURRELL
501 2011-01-01 LUTHER BURRELL
501 2010-01-01 LUTHER BURRELL
501 2009-01-01 LUTHER BURRELL

Plan Statistics for IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2023: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 642
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 734
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 734
2022: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 525
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 642
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 642
2021: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 575
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 525
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 525
2020: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 575
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 575
2019: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 741
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 623
Total of all active and inactive participants 2019-01-01 623
2018: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 743
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 741
Total of all active and inactive participants 2018-01-01 741
2017: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 743
Total of all active and inactive participants 2017-01-01 743
2016: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 645
Total of all active and inactive participants 2016-01-01 645
2015: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 466
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 503
Total of all active and inactive participants 2015-01-01 503
2014: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 466
Total of all active and inactive participants 2014-01-01 466
2013: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 434
Total of all active and inactive participants 2013-01-01 434
2012: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 428
Total of all active and inactive participants 2012-01-01 428
2011: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 597
Total of all active and inactive participants 2011-01-01 597
2010: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 488
Total of all active and inactive participants 2010-01-01 488
2009: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 632
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 558
Total of all active and inactive participants 2009-01-01 558

Measure	Date	Value
2023: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	642
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	734
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	734
2022: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	525
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	642
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	642
2021: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	575
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	525
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	525
2020: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	575
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	575
2019: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	741
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	623
Total of all active and inactive participants	2019-01-01	623
2018: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	743
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	741
Total of all active and inactive participants	2018-01-01	741
2017: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	743
Total of all active and inactive participants	2017-01-01	743
2016: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	645
Total of all active and inactive participants	2016-01-01	645
2015: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	466
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	503
Total of all active and inactive participants	2015-01-01	503
2014: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	466
Total of all active and inactive participants	2014-01-01	466
2013: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	434
Total of all active and inactive participants	2013-01-01	434
2012: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	428
Total of all active and inactive participants	2012-01-01	428
2011: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	597
Total of all active and inactive participants	2011-01-01	597
2010: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	488
Total of all active and inactive participants	2010-01-01	488
2009: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	632
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	558
Total of all active and inactive participants	2009-01-01	558

Financial Data on IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2023 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$7,406,274
Total of all expenses incurred	2023-12-31	$6,528,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,850,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$7,367,620
Value of total assets at end of year	2023-12-31	$3,073,839
Value of total assets at beginning of year	2023-12-31	$2,195,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,677,561
Total interest from all sources	2023-12-31	$38,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,223,554
Total non interest bearing cash at end of year	2023-12-31	$3,073,839
Total non interest bearing cash at beginning of year	2023-12-31	$2,195,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$228,591
Value of net income/loss	2023-12-31	$878,194
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,073,839
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,195,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$38,654
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$228,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$4,915,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,621,928
Contract administrator fees	2023-12-31	$1,677,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2023-12-31	721396621
2022 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$6,902,191
Total of all expenses incurred	2022-12-31	$6,127,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,667,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,897,788
Value of total assets at end of year	2022-12-31	$2,195,645
Value of total assets at beginning of year	2022-12-31	$1,420,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,459,813
Total interest from all sources	2022-12-31	$4,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,102,299
Total non interest bearing cash at end of year	2022-12-31	$2,195,645
Total non interest bearing cash at beginning of year	2022-12-31	$1,420,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$169,690
Value of net income/loss	2022-12-31	$774,919
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,195,645
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,420,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,403
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$169,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,625,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,497,769
Contract administrator fees	2022-12-31	$1,459,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-12-31	721396621
2021 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$6,839,545
Total of all expenses incurred	2021-12-31	$6,910,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,419,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,838,173
Value of total assets at end of year	2021-12-31	$1,420,726
Value of total assets at beginning of year	2021-12-31	$1,491,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,490,264
Total interest from all sources	2021-12-31	$1,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,104,690
Total non interest bearing cash at end of year	2021-12-31	$1,420,726
Total non interest bearing cash at beginning of year	2021-12-31	$1,491,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$168,026
Value of net income/loss	2021-12-31	$-70,508
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,420,726
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,491,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,372
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$168,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,565,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,251,763
Contract administrator fees	2021-12-31	$1,490,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-12-31	721396621
2020 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,201,081
Total of all expenses incurred	2020-12-31	$6,244,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,680,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,199,938
Value of total assets at end of year	2020-12-31	$1,491,234
Value of total assets at beginning of year	2020-12-31	$534,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,563,994
Total interest from all sources	2020-12-31	$1,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,137,619
Total non interest bearing cash at end of year	2020-12-31	$1,491,234
Total non interest bearing cash at beginning of year	2020-12-31	$534,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$180,129
Value of net income/loss	2020-12-31	$956,348
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,491,234
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$534,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,143
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$180,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,882,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,500,610
Contract administrator fees	2020-12-31	$1,563,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-12-31	721396621
2019 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$7,849,799
Total income from all sources (including contributions)	2019-12-31	$7,849,799
Total of all expenses incurred	2019-12-31	$8,188,863
Total of all expenses incurred	2019-12-31	$8,188,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,280,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,280,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,848,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,848,813
Value of total assets at end of year	2019-12-31	$534,886
Value of total assets at end of year	2019-12-31	$534,886
Value of total assets at beginning of year	2019-12-31	$873,950
Value of total assets at beginning of year	2019-12-31	$873,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,908,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,908,504
Total interest from all sources	2019-12-31	$986
Total interest from all sources	2019-12-31	$986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,251,846
Contributions received from participants	2019-12-31	$2,251,846
Total non interest bearing cash at end of year	2019-12-31	$534,886
Total non interest bearing cash at end of year	2019-12-31	$534,886
Total non interest bearing cash at beginning of year	2019-12-31	$873,950
Total non interest bearing cash at beginning of year	2019-12-31	$873,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$2,135,604
Income. Non cash contributions	2019-12-31	$2,135,604
Value of net income/loss	2019-12-31	$-339,064
Value of net income/loss	2019-12-31	$-339,064
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$534,886
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$534,886
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$873,950
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$873,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$986
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$227,100
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$227,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,461,363
Contributions received in cash from employer	2019-12-31	$3,461,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,053,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,053,259
Contract administrator fees	2019-12-31	$1,908,504
Contract administrator fees	2019-12-31	$1,908,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-12-31	721396621
Accountancy firm EIN	2019-12-31	721396621
2018 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$7,526,737
Total of all expenses incurred	2018-12-31	$8,221,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,517,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,525,105
Value of total assets at end of year	2018-12-31	$873,950
Value of total assets at beginning of year	2018-12-31	$1,568,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,704,052
Total interest from all sources	2018-12-31	$1,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,184,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$221,083
Total non interest bearing cash at end of year	2018-12-31	$873,950
Total non interest bearing cash at beginning of year	2018-12-31	$968,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$1,949,570
Value of net income/loss	2018-12-31	$-694,964
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$873,950
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,568,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,632
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$245,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,391,050
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$379,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,272,131
Contract administrator fees	2018-12-31	$1,704,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-12-31	721396621
2017 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$6,794,955
Total of all expenses incurred	2017-12-31	$7,168,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,888,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,792,889
Value of total assets at end of year	2017-12-31	$1,568,914
Value of total assets at beginning of year	2017-12-31	$1,942,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,279,740
Total interest from all sources	2017-12-31	$2,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,932,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$221,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$164,842
Total non interest bearing cash at end of year	2017-12-31	$968,593
Total non interest bearing cash at beginning of year	2017-12-31	$1,387,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$1,497,735
Value of net income/loss	2017-12-31	$-373,137
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,568,914
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,942,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,066
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$217,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,363,098
Employer contributions (assets) at end of year	2017-12-31	$379,238
Employer contributions (assets) at beginning of year	2017-12-31	$389,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,670,357
Contract administrator fees	2017-12-31	$1,279,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621
2016 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$6,099,060
Total of all expenses incurred	2016-12-31	$6,216,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,178,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,931,571
Value of total assets at end of year	2016-12-31	$1,942,051
Value of total assets at beginning of year	2016-12-31	$2,059,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,037,560
Total interest from all sources	2016-12-31	$2,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,769,587
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$164,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$185,974
Other income not declared elsewhere	2016-12-31	$164,842
Total non interest bearing cash at end of year	2016-12-31	$1,387,394
Total non interest bearing cash at beginning of year	2016-12-31	$1,633,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$1,208,475
Value of net income/loss	2016-12-31	$-117,039
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,942,051
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,059,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,647
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$193,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,953,509
Employer contributions (assets) at end of year	2016-12-31	$389,815
Employer contributions (assets) at beginning of year	2016-12-31	$239,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,985,344
Contract administrator fees	2016-12-31	$1,037,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-12-31	721396621
2015 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$4,228,526
Total of all expenses incurred	2015-12-31	$4,138,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,570,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,028,319
Value of total assets at end of year	2015-12-31	$2,059,090
Value of total assets at beginning of year	2015-12-31	$1,969,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$568,197
Total interest from all sources	2015-12-31	$2,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,120,106
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$185,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$66,586
Other income not declared elsewhere	2015-12-31	$197,210
Total non interest bearing cash at end of year	2015-12-31	$1,633,542
Total non interest bearing cash at beginning of year	2015-12-31	$1,902,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$738,182
Value of net income/loss	2015-12-31	$89,779
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,059,090
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,969,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,997
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$169,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,170,031
Employer contributions (assets) at end of year	2015-12-31	$239,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,400,565
Contract administrator fees	2015-12-31	$568,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2015-12-31	721396621
2014 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,778,864
Total of all expenses incurred	2014-12-31	$4,824,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,253,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,788,222
Value of total assets at end of year	2014-12-31	$1,969,311
Value of total assets at beginning of year	2014-12-31	$2,014,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$571,171
Total interest from all sources	2014-12-31	$2,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,206,950
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$66,586
Other income not declared elsewhere	2014-12-31	$988,337
Total non interest bearing cash at end of year	2014-12-31	$1,902,725
Total non interest bearing cash at beginning of year	2014-12-31	$2,014,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$729,153
Value of net income/loss	2014-12-31	$-45,677
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,969,311
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,014,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,305
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$157,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,852,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,095,388
Contract administrator fees	2014-12-31	$571,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2014-12-31	721396621
2013 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,254,391
Total of all expenses incurred	2013-12-31	$3,478,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,966,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,254,189
Value of total assets at end of year	2013-12-31	$2,014,988
Value of total assets at beginning of year	2013-12-31	$2,238,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$512,027
Total interest from all sources	2013-12-31	$202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,098,789
Total non interest bearing cash at end of year	2013-12-31	$2,014,988
Total non interest bearing cash at beginning of year	2013-12-31	$2,238,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$664,532
Value of net income/loss	2013-12-31	$-223,743
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,014,988
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,238,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$202
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$152,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,490,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,813,602
Contract administrator fees	2013-12-31	$512,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2013-12-31	721396621
2012 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$4,225,767
Total of all expenses incurred	2012-12-31	$4,494,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,835,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,225,515
Value of total assets at end of year	2012-12-31	$2,238,731
Value of total assets at beginning of year	2012-12-31	$2,507,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$659,153
Total interest from all sources	2012-12-31	$252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,274,326
Total non interest bearing cash at end of year	2012-12-31	$2,238,731
Total non interest bearing cash at beginning of year	2012-12-31	$2,507,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$838,739
Value of net income/loss	2012-12-31	$-268,405
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,238,731
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,507,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$252
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$179,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,112,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,655,433
Contract administrator fees	2012-12-31	$659,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2012-12-31	721396621
2011 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$4,220,575
Total of all expenses incurred	2011-12-31	$4,207,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,468,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,220,337
Value of total assets at end of year	2011-12-31	$2,507,136
Value of total assets at beginning of year	2011-12-31	$2,493,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$738,771
Total interest from all sources	2011-12-31	$238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,247,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$12,979
Total non interest bearing cash at end of year	2011-12-31	$2,507,136
Total non interest bearing cash at beginning of year	2011-12-31	$2,480,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$909,586
Value of net income/loss	2011-12-31	$13,513
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,507,136
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,493,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$238
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$170,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,063,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,297,476
Contract administrator fees	2011-12-31	$738,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2011-12-31	721396621
2010 : IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$4,037,839
Total of all expenses incurred	2010-12-31	$4,091,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,379,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,916,596
Value of total assets at end of year	2010-12-31	$2,493,623
Value of total assets at beginning of year	2010-12-31	$2,547,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$712,051
Total interest from all sources	2010-12-31	$378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,237,182
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$12,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$112,003
Other income not declared elsewhere	2010-12-31	$120,865
Total non interest bearing cash at end of year	2010-12-31	$2,480,644
Total non interest bearing cash at beginning of year	2010-12-31	$2,435,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$870,181
Value of net income/loss	2010-12-31	$-53,552
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,493,623
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,547,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$378
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$158,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,809,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,221,210
Contract administrator fees	2010-12-31	$712,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2010-12-31	721396621

Form 5500 Responses for IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN

2023: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: IVEY MECHANICAL COMPANY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )

Policy contract number

443440

Policy instance

Insurance contract or identification number	443440
Number of Individuals Covered	481
Insurance policy start date	2023-01-01
Insurance policy end date	2024-01-01
Total amount of commissions paid to insurance broker	USD $39,995
Total amount of fees paid to insurance company	USD $5,980
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $383,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )

Policy contract number

AGC0000259383

Policy instance

Insurance contract or identification number	AGC0000259383
Number of Individuals Covered	413
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $30,095
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $135,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E8246514

Policy instance

Insurance contract or identification number	E8246514
Number of Individuals Covered	3
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4
Welfare Benefit Premiums Paid to Carrier	USD $790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

70031

Policy instance

Insurance contract or identification number	70031
Number of Individuals Covered	693
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $78,696
Total amount of fees paid to insurance company	USD $22
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $228,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

70031

Policy instance

Insurance contract or identification number	70031
Number of Individuals Covered	642
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $55,965
Total amount of fees paid to insurance company	USD $7,068
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $169,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55,965
Amount paid for insurance broker fees	7068
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

70031

Policy instance

Insurance contract or identification number	70031
Number of Individuals Covered	644
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $81,519
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $168,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,241
Additional information about fees paid to insurance broker	SALES AND SERVICE COMPENSATION
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

70031

Policy instance

Insurance contract or identification number	70031
Number of Individuals Covered	680
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $62,957
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $180,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $62,957
Additional information about fees paid to insurance broker	SALES AND SERVICE COMPENSATION
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

01-017107-00

Policy instance

Insurance contract or identification number	01-017107-00
Number of Individuals Covered	751
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $67,706
Total amount of fees paid to insurance company	USD $9,254
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $227,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,706
Insurance broker organization code?	3
Amount paid for insurance broker fees	9254

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

01-017107-00

Policy instance

Insurance contract or identification number	01-017107-00
Number of Individuals Covered	875
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $78,921
Total amount of fees paid to insurance company	USD $18,357
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $245,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $78,921
Additional information about fees paid to insurance broker	GROUP SUPPLEMENTAL COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	18357

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

01-017107-00

Policy instance

Insurance contract or identification number	01-017107-00
Number of Individuals Covered	896
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $58,057
Total amount of fees paid to insurance company	USD $9,970
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $217,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $58,057
Insurance broker organization code?	3
Amount paid for insurance broker fees	9970
Additional information about fees paid to insurance broker	GROUP SUPPLEMENTAL COMMISSION
Insurance broker name	ARTHUR J GALLAGHER & CO

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )

Policy contract number

FLX965613

Policy instance

Insurance contract or identification number	FLX965613
Number of Individuals Covered	746
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $36,209
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $169,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,209
Insurance broker organization code?	3
Insurance broker name	MCPHERSON BENEFITS GROUP

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )

Policy contract number

FLX965613

Policy instance

Insurance contract or identification number	FLX965613
Number of Individuals Covered	684
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $29,552
Total amount of fees paid to insurance company	USD $7,539
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $157,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,552
Amount paid for insurance broker fees	7539
Additional information about fees paid to insurance broker	MISCELLANEOUS FEES
Insurance broker organization code?	3
Insurance broker name	MCPHERSON BENEFITS GROUP

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

008117

Policy instance

Insurance contract or identification number	008117
Number of Individuals Covered	424
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $21,814
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $152,505
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

008117

Policy instance

Insurance contract or identification number	008117
Number of Individuals Covered	738
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $33,317
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $179,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,317
Insurance broker organization code?	3
Insurance broker name	MCPHERSON BENEFITS GROUP LLC

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

008117

Policy instance

Insurance contract or identification number	008117
Number of Individuals Covered	976
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $33,430
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $170,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

008117

Policy instance

Insurance contract or identification number	008117
Number of Individuals Covered	769
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $30,702
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $158,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	IVEY MECHANICAL COMPANY, LLC
Employer identification number (EIN):	810584608
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2003-02-10
Company Identification Number:	0800172955
Legal Registered Office Address:	PO BOX 610 KOSCIUSKO United States of America (USA) 39090