Civic Intelligence
Filing

The Contractors Retirement Plan

Brian Devries Construction • EIN 33-0890080 • Santa Ana, CA • Plan year 2004

Company ProfileSource Archive
3440 W Warner Ave Suite LSanta Ana, CA 92704
Filing Insights

Participants

Down

74 → 20

-54 • -72.97%

Assets

Down

$526,075 → $444,556

-$81,519 • -15.50%

Investment Management Fee

-

Admin expenses - • Total expenses $146,979

Filing Details

Context
Net investment result
$-81,519
Pension payor EIN
58-1428634

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025138$1,075,180$0-
The Contractors Retirement Plan-38$1,075,180--
2024138$960,002$0-
The Contractors Retirement Plan-38$960,002--
2023143$995,508$0-
The Contractors Retirement Plan-43$995,508$0-
2022153$1,170,864$162,186$3,060iApproximate average salary by contribution assumption: employee only about $76,503 at 4% or $51,002 at 6%; with 50% employer match about $51,002 at 4% or $34,001 at 6%; with 100% employer match about $38,251 at 4% or $25,501 at 6%.
The Contractors Retirement Plan-53$1,170,864$162,186$3,060iApproximate average salary by contribution assumption: employee only about $76,503 at 4% or $51,002 at 6%; with 50% employer match about $51,002 at 4% or $34,001 at 6%; with 100% employer match about $38,251 at 4% or $25,501 at 6%.
2021156$1,608,853$244,010$4,357iApproximate average salary by contribution assumption: employee only about $108,933 at 4% or $72,622 at 6%; with 50% employer match about $72,622 at 4% or $48,415 at 6%; with 100% employer match about $54,467 at 4% or $36,311 at 6%.
The Contractors Retirement Plan-56$1,608,853$244,010$4,357iApproximate average salary by contribution assumption: employee only about $108,933 at 4% or $72,622 at 6%; with 50% employer match about $72,622 at 4% or $48,415 at 6%; with 100% employer match about $54,467 at 4% or $36,311 at 6%.
2020157$1,681,045$340,987$5,982iApproximate average salary by contribution assumption: employee only about $149,556 at 4% or $99,704 at 6%; with 50% employer match about $99,704 at 4% or $66,469 at 6%; with 100% employer match about $74,778 at 4% or $49,852 at 6%.
The Contractors Retirement Plan-57$1,681,045$340,987$5,982iApproximate average salary by contribution assumption: employee only about $149,556 at 4% or $99,704 at 6%; with 50% employer match about $99,704 at 4% or $66,469 at 6%; with 100% employer match about $74,778 at 4% or $49,852 at 6%.
2019182$1,233,545$153,908$1,877iApproximate average salary by contribution assumption: employee only about $46,923 at 4% or $31,282 at 6%; with 50% employer match about $31,282 at 4% or $20,855 at 6%; with 100% employer match about $23,462 at 4% or $15,641 at 6%.
The Contractors Retirement Plan-82$1,233,545$153,908$1,877iApproximate average salary by contribution assumption: employee only about $46,923 at 4% or $31,282 at 6%; with 50% employer match about $31,282 at 4% or $20,855 at 6%; with 100% employer match about $23,462 at 4% or $15,641 at 6%.
2018175$997,928$226,930$3,026iApproximate average salary by contribution assumption: employee only about $75,643 at 4% or $50,429 at 6%; with 50% employer match about $50,429 at 4% or $33,619 at 6%; with 100% employer match about $37,822 at 4% or $25,214 at 6%.
The Contractors Retirement Plan-75$997,928$226,930$3,026iApproximate average salary by contribution assumption: employee only about $75,643 at 4% or $50,429 at 6%; with 50% employer match about $50,429 at 4% or $33,619 at 6%; with 100% employer match about $37,822 at 4% or $25,214 at 6%.
2017164$916,508$125,370$1,959iApproximate average salary by contribution assumption: employee only about $48,973 at 4% or $32,648 at 6%; with 50% employer match about $32,648 at 4% or $21,766 at 6%; with 100% employer match about $24,486 at 4% or $16,324 at 6%.
The Contractors Retirement Plan-64$916,508$125,370$1,959iApproximate average salary by contribution assumption: employee only about $48,973 at 4% or $32,648 at 6%; with 50% employer match about $32,648 at 4% or $21,766 at 6%; with 100% employer match about $24,486 at 4% or $16,324 at 6%.
2016153$726,355$41,436$782iApproximate average salary by contribution assumption: employee only about $19,545 at 4% or $13,030 at 6%; with 50% employer match about $13,030 at 4% or $8,687 at 6%; with 100% employer match about $9,773 at 4% or $6,515 at 6%.
The Contractors Retirement Plan-53$726,355$41,436$782iApproximate average salary by contribution assumption: employee only about $19,545 at 4% or $13,030 at 6%; with 50% employer match about $13,030 at 4% or $8,687 at 6%; with 100% employer match about $9,773 at 4% or $6,515 at 6%.
2015146$864,487$24,178$526iApproximate average salary by contribution assumption: employee only about $13,140 at 4% or $8,760 at 6%; with 50% employer match about $8,760 at 4% or $5,840 at 6%; with 100% employer match about $6,570 at 4% or $4,380 at 6%.
The Contractors Retirement Plan-46$864,487$24,178$526iApproximate average salary by contribution assumption: employee only about $13,140 at 4% or $8,760 at 6%; with 50% employer match about $8,760 at 4% or $5,840 at 6%; with 100% employer match about $6,570 at 4% or $4,380 at 6%.
2014151$1,099,472$97,166$1,905iApproximate average salary by contribution assumption: employee only about $47,630 at 4% or $31,754 at 6%; with 50% employer match about $31,754 at 4% or $21,169 at 6%; with 100% employer match about $23,815 at 4% or $15,877 at 6%.
The Contractors Retirement Plan-51$1,099,472$97,166$1,905iApproximate average salary by contribution assumption: employee only about $47,630 at 4% or $31,754 at 6%; with 50% employer match about $31,754 at 4% or $21,169 at 6%; with 100% employer match about $23,815 at 4% or $15,877 at 6%.
2013118$1,047,030$103,888$5,772iApproximate average salary by contribution assumption: employee only about $144,289 at 4% or $96,193 at 6%; with 50% employer match about $96,193 at 4% or $64,128 at 6%; with 100% employer match about $72,144 at 4% or $48,096 at 6%.
The Contractors Retirement Plan-18$1,047,030$103,888$5,772iApproximate average salary by contribution assumption: employee only about $144,289 at 4% or $96,193 at 6%; with 50% employer match about $96,193 at 4% or $64,128 at 6%; with 100% employer match about $72,144 at 4% or $48,096 at 6%.
2012187$997,672$70,811$814iApproximate average salary by contribution assumption: employee only about $20,348 at 4% or $13,565 at 6%; with 50% employer match about $13,565 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%.
The Contractors Retirement Plan-87$997,672$70,811$814iApproximate average salary by contribution assumption: employee only about $20,348 at 4% or $13,565 at 6%; with 50% employer match about $13,565 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%.
20111106$1,313,171$209,926$1,980iApproximate average salary by contribution assumption: employee only about $49,511 at 4% or $33,007 at 6%; with 50% employer match about $33,007 at 4% or $22,005 at 6%; with 100% employer match about $24,755 at 4% or $16,504 at 6%.
The Contractors Retirement Plan-106$1,313,171$209,926$1,980iApproximate average salary by contribution assumption: employee only about $49,511 at 4% or $33,007 at 6%; with 50% employer match about $33,007 at 4% or $22,005 at 6%; with 100% employer match about $24,755 at 4% or $16,504 at 6%.
20101128$1,509,995$478,813$3,741iApproximate average salary by contribution assumption: employee only about $93,518 at 4% or $62,345 at 6%; with 50% employer match about $62,345 at 4% or $41,564 at 6%; with 100% employer match about $46,759 at 4% or $31,173 at 6%.
The Contractors Retirement Plan-128$1,509,995$478,813$3,741iApproximate average salary by contribution assumption: employee only about $93,518 at 4% or $62,345 at 6%; with 50% employer match about $62,345 at 4% or $41,564 at 6%; with 100% employer match about $46,759 at 4% or $31,173 at 6%.
2009194$1,121,299$452,946$4,819iApproximate average salary by contribution assumption: employee only about $120,464 at 4% or $80,310 at 6%; with 50% employer match about $80,310 at 4% or $53,540 at 6%; with 100% employer match about $60,232 at 4% or $40,155 at 6%.
The Contractors Retirement Plan-94$1,121,299$452,946$4,819iApproximate average salary by contribution assumption: employee only about $120,464 at 4% or $80,310 at 6%; with 50% employer match about $80,310 at 4% or $53,540 at 6%; with 100% employer match about $60,232 at 4% or $40,155 at 6%.
2008158$644,818$224,456$3,870iApproximate average salary by contribution assumption: employee only about $96,748 at 4% or $64,499 at 6%; with 50% employer match about $64,499 at 4% or $42,999 at 6%; with 100% employer match about $48,374 at 4% or $32,249 at 6%.
The Contractors Retirement Plan-58$644,818$224,456$3,870iApproximate average salary by contribution assumption: employee only about $96,748 at 4% or $64,499 at 6%; with 50% employer match about $64,499 at 4% or $42,999 at 6%; with 100% employer match about $48,374 at 4% or $32,249 at 6%.
2007153$755,698$194,222$3,665iApproximate average salary by contribution assumption: employee only about $91,614 at 4% or $61,076 at 6%; with 50% employer match about $61,076 at 4% or $40,717 at 6%; with 100% employer match about $45,807 at 4% or $30,538 at 6%.
The Contractors Retirement Plan-53$755,698$194,222$3,665iApproximate average salary by contribution assumption: employee only about $91,614 at 4% or $61,076 at 6%; with 50% employer match about $61,076 at 4% or $40,717 at 6%; with 100% employer match about $45,807 at 4% or $30,538 at 6%.
2006131$694,625$111,013$3,581iApproximate average salary by contribution assumption: employee only about $89,527 at 4% or $59,684 at 6%; with 50% employer match about $59,684 at 4% or $39,790 at 6%; with 100% employer match about $44,763 at 4% or $29,842 at 6%.
The Contractors Retirement Plan-31$694,625$111,013$3,581iApproximate average salary by contribution assumption: employee only about $89,527 at 4% or $59,684 at 6%; with 50% employer match about $59,684 at 4% or $39,790 at 6%; with 100% employer match about $44,763 at 4% or $29,842 at 6%.
2005132$567,715$115,248$3,602iApproximate average salary by contribution assumption: employee only about $90,038 at 4% or $60,025 at 6%; with 50% employer match about $60,025 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
The Contractors Retirement Plan-32$567,715$115,248$3,602iApproximate average salary by contribution assumption: employee only about $90,038 at 4% or $60,025 at 6%; with 50% employer match about $60,025 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
2004120$444,556$50,101$2,505iApproximate average salary by contribution assumption: employee only about $62,626 at 4% or $41,751 at 6%; with 50% employer match about $41,751 at 4% or $27,834 at 6%; with 100% employer match about $31,313 at 4% or $20,875 at 6%.
The Contractors Retirement PlanCurrent20$444,556$50,101$2,505iApproximate average salary by contribution assumption: employee only about $62,626 at 4% or $41,751 at 6%; with 50% employer match about $41,751 at 4% or $27,834 at 6%; with 100% employer match about $31,313 at 4% or $20,875 at 6%.
2003138$0$0-
The Contractors Retirement Plan-38---
2002136$0$0-
The Contractors Retirement Plan-36---
2001120$0$0-
The Contractors Retirement Plan-20---
Schedule Details

Schedule D

Row 1
Filing Id
91037156055286
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010376115045020002
DFE P1 Entity 01 Name
CONTRACTORS & EMPLOYEES RET. TRUST
DFE P1 Spons 01 Name
PLAN BENEFIT SERVICES, INC.
DFE P1 Plan 01 EIN Plan number
742485507001
DFE P1 Entity 01 Code
E
DFE P1 Plan Interest End of year 01 Amount
$444,556
Row 2
Filing Id
91037156055286
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010376115045020002

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$444,556-$81,519 change

Balance Sheet

Beginning and end of plan year.

Total assets$526,075$444,556Decrease -$81,519 (-15.50%)
Total liabilities$0$0No change $0
Net assets$526,075$444,556Decrease -$81,519 (-15.50%)

Contributions

Employer contributions$49,901
Participant contributions$200
Other contributions$0

Income & Expenses

Total income$65,460
Total expenses$146,979
Net income$-81,519
Source fields
Schedule I source fields
Filing Id
91037156055286
Schedule I EIN
33-0890080
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-07-01
Schedule I Tax Period
20050630
Small plan total assets at beginning of year
$526,075
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$526,075
Small plan total assets at end of year
$444,556
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$444,556
Small plan employer contributions
$49,901
Small plan participant contributions
$200
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$15,359
Small plan total income
$65,460
Small plan total benefit distributions
$146,979
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$146,979
Small plan net income or loss
$-81,519
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN58-1428634

Transfers

Distributed property value$0
Schedule R source fields
Payor 58-1428634
Filing Id
91037156055286
Schedule R EIN
33-0890080
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-07-01
Schedule R Tax Period
20050630
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
58-1428634
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0