J & K PLUMBING AND HEATING CO., INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN
401k plan membership statisitcs for J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025: J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-21 | 60 |
| Total number of particpants at end of year | 2025-08-21 | 57 |
| Number of Participants With Account Balances | 2025-08-21 | 56 |
| 2024: J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-08-06 | 58 |
| Total number of particpants at end of year | 2024-08-06 | 60 |
| Number of Participants With Account Balances | 2024-08-06 | 60 |
| 2022: J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-19 | 69 |
| Total number of particpants at end of year | 2022-08-19 | 61 |
| Number of Participants With Account Balances | 2022-08-19 | 61 |
| 2011: J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 51 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 7 |
| Total of all active and inactive participants | 2011-07-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
| Total participants | 2011-07-01 | 59 |
| Number of participants with account balances | 2011-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 3 |
| 2009: J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 58 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 9 |
| Total of all active and inactive participants | 2009-07-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 67 |
| Number of participants with account balances | 2009-07-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 3 |
| Measure | Date | Value |
|---|
| 2025 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-21 | 359288 |
| Net assets as of the end of the plan year | 2025-08-21 | 12921990 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 11381782 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-21 | 370369 |
| Other expenses paid from plan in this plan year | 2025-08-21 | 63516 |
| Other income to plan in this plan year | 2025-08-21 | 1429535 |
| Plan net income in this plan year | 2025-08-21 | 1540208 |
| Net assets as of the end of the plan year | 2025-08-21 | 12921990 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 11381782 |
| Employer contributions to plan in this plan year | 2025-08-21 | 99592 |
| 2024 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-06 | 1195278 |
| Net assets as of the end of the plan year | 2024-08-06 | 11381782 |
| Total assets as of the beginning of the plan year | 2024-08-06 | 10489244 |
| Value of plan covered by a fidelity bond | 2024-08-06 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-06 | 361341 |
| Other expenses paid from plan in this plan year | 2024-08-06 | 67101 |
| Other contributions to plan in this plan year | 2024-08-06 | 16789 |
| Other income to plan in this plan year | 2024-08-06 | 1608540 |
| Plan net income in this plan year | 2024-08-06 | 892538 |
| Net assets as of the end of the plan year | 2024-08-06 | 11381782 |
| Net assets as of the beginning of the plan year | 2024-08-06 | 10489244 |
| Employer contributions to plan in this plan year | 2024-08-06 | 101146 |
| 2022 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-19 | 389540 |
| Net assets as of the end of the plan year | 2022-08-19 | 9555316 |
| Total assets as of the beginning of the plan year | 2022-08-19 | 11171504 |
| Value of plan covered by a fidelity bond | 2022-08-19 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-19 | 346222 |
| Other expenses paid from plan in this plan year | 2022-08-19 | 80553 |
| Other income to plan in this plan year | 2022-08-19 | -1647448 |
| Plan net income in this plan year | 2022-08-19 | -1616188 |
| Net assets as of the end of the plan year | 2022-08-19 | 9555316 |
| Net assets as of the beginning of the plan year | 2022-08-19 | 11171504 |
| Employer contributions to plan in this plan year | 2022-08-19 | 74578 |
| 2012 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $293,504 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $111,201 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $82,519 |
| Total plan assets at end of year | 2012-06-30 | $3,809,421 |
| Total plan assets at beginning of year | 2012-06-30 | $3,627,118 |
| Value of fidelity bond covering the plan | 2012-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $258,676 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $28,682 |
| Other income received | 2012-06-30 | $-46,690 |
| Net income (gross income less expenses) | 2012-06-30 | $182,303 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $3,809,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,627,118 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $81,518 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $982,778 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $235,402 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $205,629 |
| Total plan assets at end of year | 2011-06-30 | $3,627,118 |
| Total plan assets at beginning of year | 2011-06-30 | $2,879,742 |
| Value of fidelity bond covering the plan | 2011-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $258,451 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $29,773 |
| Other income received | 2011-06-30 | $653,491 |
| Net income (gross income less expenses) | 2011-06-30 | $747,376 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $3,627,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,879,742 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $70,836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : J & K PLUMBING AND HEATING CO., INC. RETIREMENT AND SAVINGS PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
