401k Plan data: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

R.A. HEATH CONSTRUCTION AND MILLWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name: R.A. HEATH CONSTRUCTION AND MILLWORK, INC.

Employer identification number (EIN): 825071992

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 71
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 10
Total of all active and inactive participants 2023-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 81
Number of participants with account balances 2023-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 58
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 10
Total of all active and inactive participants 2022-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 68
Number of participants with account balances 2022-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 53
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 8
Total of all active and inactive participants 2021-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 61
Number of participants with account balances 2021-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
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 12
Total of all active and inactive participants 2020-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 59
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 47
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21

Measure	Date	Value
2023: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	71
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	10
Total of all active and inactive participants	2023-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	81
Number of participants with account balances	2023-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	58
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	10
Total of all active and inactive participants	2022-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	68
Number of participants with account balances	2022-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	53
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	8
Total of all active and inactive participants	2021-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	61
Number of participants with account balances	2021-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
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	12
Total of all active and inactive participants	2020-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	59
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	47
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21

Financial Data on R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$3,098,871
Total plan liabilities at beginning of year	2023-12-31	$3,207,076
Total income from all sources	2023-12-31	$11,946,560
Expenses. Total of all expenses incurred	2023-12-31	$111,114
Benefits paid (including direct rollovers)	2023-12-31	$4,939
Total plan assets at end of year	2023-12-31	$15,848,297
Total plan assets at beginning of year	2023-12-31	$4,121,056
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$106,175
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$11,640,000
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$11,835,446
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$12,749,426
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$913,980
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$15,760,000
Total contributions received or receivable from employer(s)	2023-12-31	$306,560
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$3,207,076
Total plan liabilities at beginning of year	2022-12-31	$3,311,815
Total income from all sources	2022-12-31	$3,459,160
Expenses. Total of all expenses incurred	2022-12-31	$114,367
Benefits paid (including direct rollovers)	2022-12-31	$4,645
Total plan assets at end of year	2022-12-31	$4,121,056
Total plan assets at beginning of year	2022-12-31	$881,002
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$109,722
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$3,240,000
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$3,344,793
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$913,980
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$-2,430,813
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$4,120,000
Total contributions received or receivable from employer(s)	2022-12-31	$219,160
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$3,311,815
Total plan liabilities at beginning of year	2021-12-31	$3,413,198
Total income from all sources	2021-12-31	$419,160
Expenses. Total of all expenses incurred	2021-12-31	$117,786
Benefits paid (including direct rollovers)	2021-12-31	$4,709
Total plan assets at end of year	2021-12-31	$881,002
Total plan assets at beginning of year	2021-12-31	$681,011
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$113,077
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$200,000
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$301,374
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$-2,430,813
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-2,732,187
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$880,000
Total contributions received or receivable from employer(s)	2021-12-31	$219,160
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$3,413,198
Total plan liabilities at beginning of year	2020-12-31	$3,735,810
Total income from all sources	2020-12-31	$258,084
Expenses. Total of all expenses incurred	2020-12-31	$108,737
Benefits paid (including direct rollovers)	2020-12-31	$2,653
Total plan assets at end of year	2020-12-31	$681,011
Total plan assets at beginning of year	2020-12-31	$854,276
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$106,084
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$40,000
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$149,347
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-2,732,187
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-2,881,534
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$680,000
Total contributions received or receivable from employer(s)	2020-12-31	$218,084
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$3,735,810
Total plan liabilities at beginning of year	2019-12-31	$3,600,000
Total income from all sources	2019-12-31	$454,581
Expenses. Total of all expenses incurred	2019-12-31	$136,115
Benefits paid (including direct rollovers)	2019-12-31	$275
Total plan assets at end of year	2019-12-31	$854,276
Total plan assets at beginning of year	2019-12-31	$400,000
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$135,840
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$240,000
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$318,466
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-2,881,534
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$-3,200,000
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$640,000
Total contributions received or receivable from employer(s)	2019-12-31	$214,581
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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R.A. HEATH CONSTRUCTION AND MILLWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST [EIN = 582635775]

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Company Name:	R.A. HEATH CONSTRUCTION AND MILLWORK, INC.
Employer identification number (EIN):	825071992
NAIC Classification:	236200