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D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 401k Plan overview

Plan NameD & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST
Plan identification number 002

D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

D & S ELECTRICAL CONTRACTORS, INC has sponsored the creation of one or more 401k plans.

Company Name:D & S ELECTRICAL CONTRACTORS, INC
Employer identification number (EIN):911275290
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2018-12-17
0022017-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2018-08-22
0022016-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2017-10-13
0022015-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2016-10-10
0022014-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2015-10-01
0022013-01-01RICHARD FLERCHINGER RICHARD FLERCHINGER2014-10-01
0022012-01-01RICHARD FLERCHINGER2013-06-03 RICHARD FLERCHINGER2013-06-03
0022011-01-01RICHARD FLERCHINGER2012-08-28
0022010-01-01RICHARD FLERCHINGER2011-10-10 RICHARD FLERCHINGER2011-10-10

Plan Statistics for D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST

401k plan membership statisitcs for D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST

Measure Date Value
2018: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2018 401k membership
Total participants, beginning-of-year2018-01-01106
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2017 401k membership
Total participants, beginning-of-year2017-01-01106
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2016 401k membership
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01112
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01112
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST

Measure Date Value
2018 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total transfer of assets from this plan2018-02-28$4,383,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$1,763
Total income from all sources (including contributions)2018-02-28$176,317
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$164,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$162,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$149,912
Value of total assets at end of year2018-02-28$0
Value of total assets at beginning of year2018-02-28$4,373,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$2,443
Total interest from all sources2018-02-28$6,905
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$450,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$1,763
Administrative expenses (other) incurred2018-02-28$2,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$11,728
Value of net assets at end of year (total assets less liabilities)2018-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$4,371,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in pooled separate accounts at end of year2018-02-28$0
Value of interest in pooled separate accounts at beginning of year2018-02-28$2,891,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$6,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$1,443,918
Net investment gain/loss from pooled separate accounts2018-02-28$19,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$149,912
Employer contributions (assets) at end of year2018-02-28$0
Employer contributions (assets) at beginning of year2018-02-28$37,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$162,146
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28BKD, LLP
Accountancy firm EIN2018-02-28440160260
2017 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,335
Total income from all sources (including contributions)2017-12-31$1,364,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$482,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$911,223
Value of total assets at end of year2017-12-31$4,373,515
Value of total assets at beginning of year2017-12-31$3,490,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,189
Total interest from all sources2017-12-31$42,911
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,598
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,335
Administrative expenses (other) incurred2017-12-31$38,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$882,825
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,371,752
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,488,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,891,902
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,224,959
Interest earned on other investments2017-12-31$3,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$38,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,443,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,232,704
Net investment gain/loss from pooled separate accounts2017-12-31$410,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$891,625
Employer contributions (assets) at end of year2017-12-31$37,695
Employer contributions (assets) at beginning of year2017-12-31$32,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$442,469
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,132
Total income from all sources (including contributions)2016-12-31$1,182,723
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$516,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$482,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$987,298
Value of total assets at end of year2016-12-31$3,490,262
Value of total assets at beginning of year2016-12-31$2,824,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,775
Total interest from all sources2016-12-31$32,952
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,961
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$665,768
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,488,927
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,823,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,895
Value of interest in pooled separate accounts at end of year2016-12-31$2,224,959
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,856,520
Interest earned on other investments2016-12-31$2,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,232,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$943,124
Net investment gain/loss from pooled separate accounts2016-12-31$162,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$987,298
Employer contributions (assets) at end of year2016-12-31$32,599
Employer contributions (assets) at beginning of year2016-12-31$24,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$482,180
Contract administrator fees2016-12-31$6,919
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,016
Total income from all sources (including contributions)2015-12-31$538,336
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$212,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$179,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$553,444
Value of total assets at end of year2015-12-31$2,824,291
Value of total assets at beginning of year2015-12-31$2,498,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,023
Total interest from all sources2015-12-31$-15,108
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$326,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,823,159
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,497,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$27,429
Value of interest in pooled separate accounts at end of year2015-12-31$1,856,520
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,645,285
Interest earned on other investments2015-12-31$-15,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$943,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$852,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$553,444
Employer contributions (assets) at end of year2015-12-31$24,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$179,236
Contract administrator fees2015-12-31$5,594
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,022
Total income from all sources (including contributions)2014-12-31$407,835
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$174,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$146,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$303,247
Value of total assets at end of year2014-12-31$2,498,098
Value of total assets at beginning of year2014-12-31$2,264,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,954
Total interest from all sources2014-12-31$24,272
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$233,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,497,082
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,263,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,753
Value of interest in pooled separate accounts at end of year2014-12-31$1,645,285
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,501,046
Interest earned on other investments2014-12-31$24,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$852,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$763,411
Net investment gain/loss from pooled separate accounts2014-12-31$80,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$303,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$146,234
Contract administrator fees2014-12-31$2,201
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,086
Total income from all sources (including contributions)2013-12-31$683,047
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$335,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$317,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$418,945
Value of total assets at end of year2013-12-31$2,264,457
Value of total assets at beginning of year2013-12-31$1,916,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,939
Total interest from all sources2013-12-31$24,459
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,086
Administrative expenses (other) incurred2013-12-31$4,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$347,677
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,263,435
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,915,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,501,046
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,091,698
Interest earned on other investments2013-12-31$24,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$763,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$803,840
Net investment gain/loss from pooled separate accounts2013-12-31$239,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$418,945
Employer contributions (assets) at beginning of year2013-12-31$21,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$317,431
Contract administrator fees2013-12-31$13,912
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260

Form 5500 Responses for D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST

2018: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: D & S ELECTRICAL CONTRACTORS, INC. MONEY PURCHASE PENSION TRST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83584-1
Policy instance 1
Insurance contract or identification numberRM 83584-1
Insurance policy start date2018-01-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $14,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,890
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83584-1
Policy instance 1
Insurance contract or identification numberRM 83584-1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,677
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,677
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83584-1
Policy instance 1
Insurance contract or identification numberRM 83584-1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,102
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,102
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83584-1
Policy instance 1
Insurance contract or identification numberRM 83584-1
Number of Individuals Covered100
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,953
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83584-1
Policy instance 1
Insurance contract or identification numberRM 83584-1
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,825
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,825
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY

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