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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 003

THE CONTRACTORS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.L. FALK CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:D.L. FALK CONSTRUCTION, INC.
Employer identification number (EIN):943191098
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01HEIDI DIEP HEIDI DIEP2018-08-08
0032016-01-01HEIDI DIEP2017-05-22 HEIDI DIEP2017-05-22
0032015-01-01HEIDI DIEP2016-05-18 HEIDI DIEP2016-05-18
0032014-01-01HEIDI DIEP2015-06-16 HEIDI DIEP2015-06-16
0032013-01-01KELLI SWANSON2014-06-30 KELLI SWANSON2014-06-30
0032012-01-01KELLI SWANSON2013-09-11 KELLI SWANSON2013-09-11
0032011-01-01KELLI SWANSON2012-07-25
0032010-01-01JANICE M SUTTON2011-06-15

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01102
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01106
Number of participants with account balances2018-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-0151
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total income from all sources (including contributions)2020-11-30$102,090
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$1,243,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$1,240,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$31,846
Value of total assets at end of year2020-11-30$0
Value of total assets at beginning of year2020-11-30$1,141,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$3,000
Total interest from all sources2020-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-11-30$0
Administrative expenses professional fees incurred2020-11-30$3,000
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$200,000
If this is an individual account plan, was there a blackout period2020-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-11-30$0
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$-1,141,839
Value of net assets at end of year (total assets less liabilities)2020-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$1,141,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Assets. Value of investments in 103.12 investment entities at end of year2020-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-11-30$1,141,839
Net gain/loss from 103.12 investment entities2020-11-30$70,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30No
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$31,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$1,240,929
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2020-11-30464064364
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$230,690
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$56,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$67,495
Value of total assets at end of year2019-12-31$1,141,839
Value of total assets at beginning of year2019-12-31$967,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,700
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$173,988
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,141,839
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$967,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$1,141,839
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$967,851
Net gain/loss from 103.12 investment entities2019-12-31$163,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$67,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,002
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2019-12-31464064364
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$113,334
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$408,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$406,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$175,220
Value of total assets at end of year2018-12-31$967,851
Value of total assets at beginning of year2018-12-31$1,263,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,400
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-295,162
Value of net assets at end of year (total assets less liabilities)2018-12-31$967,851
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,263,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$967,851
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$1,263,013
Net gain/loss from 103.12 investment entities2018-12-31$-61,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$175,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$406,096
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2018-12-31464064364
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$656,074
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$396,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$396,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$489,832
Value of total assets at end of year2017-12-31$1,263,013
Value of total assets at beginning of year2017-12-31$1,003,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
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$200,000
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
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$259,856
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,263,013
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,003,157
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
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$1,263,013
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$1,003,157
Net gain/loss from 103.12 investment entities2017-12-31$166,242
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$489,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$396,218
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2017-12-31464064364

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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