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FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameFERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 004

FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FERGUSON ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:FERGUSON ELECTRIC, INC.
Employer identification number (EIN):160430730
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JEFFREY LATTIMER JEFFREY LATTIMER2018-07-24
0042016-01-01JEFFREY LATTIMER JEFFREY LATTIMER2017-07-27
0042015-01-01JEFFREY LATTIMER JEFFREY LATTIMER2016-07-29
0042014-01-01JEFFREY LATTIMER JEFFREY LATTIMER2015-08-25
0042013-01-01JEFFREY LATTIMER JEFFREY LATTIMER2014-08-28
0042012-01-01JEFFREY LATTIMER JEFFREY LATTIMER2013-07-30
0042011-01-01JEFFREY LATTIMER JEFFREY LATTIMER2012-10-09
0042009-01-01JEFFREY H LATTIMER JEFFREY H LATTIMER2010-10-13

Plan Statistics for FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0175
Total number of active participants reported on line 7a of the Form 55002022-01-0160
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0168
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0175
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0175
Number of participants with account balances2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0180
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0172
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0177
Total number of active participants reported on line 7a of the Form 55002019-01-0165
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0175
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0173
Total number of active participants reported on line 7a of the Form 55002018-01-0163
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0174
Number of participants with account balances2018-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0169
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0171
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0177
Total number of active participants reported on line 7a of the Form 55002016-01-0160
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0167
Number of participants with account balances2016-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-0161
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0176
Number of participants with account balances2015-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0164
Total number of active participants reported on line 7a of the Form 55002014-01-0157
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0171
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0171
Total number of active participants reported on line 7a of the Form 55002013-01-0156
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0162
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0176
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0168
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0174
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0175
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0167
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0168
Number of participants with account balances2009-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-985,278
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$1,041,083
Expenses. Total of all expenses incurred2022-12-31$21,570,895
Benefits paid (including direct rollovers)2022-12-31$21,528,852
Total plan assets at end of year2022-12-31$54,151,190
Total plan assets at beginning of year2022-12-31$75,666,280
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$42,043
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-692,917
Noncash contributions received2022-12-31$1,734,000
Net income (gross income less expenses)2022-12-31$-20,529,812
Net plan assets at end of year (total assets less liabilities)2022-12-31$54,151,190
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$75,666,280
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$37,086,782
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-1,795,726
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$13,307,744
Expenses. Total of all expenses incurred2021-12-31$2,491,298
Benefits paid (including direct rollovers)2021-12-31$2,417,714
Total plan assets at end of year2021-12-31$75,666,280
Total plan assets at beginning of year2021-12-31$66,645,560
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$73,654
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$10,991,744
Noncash contributions received2021-12-31$1,716,000
Net income (gross income less expenses)2021-12-31$10,816,446
Net plan assets at end of year (total assets less liabilities)2021-12-31$75,666,280
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$66,645,560
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$34,985,798
Total contributions received or receivable from employer(s)2021-12-31$600,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$1,265,391
2020 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-85,061
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$13,218,103
Expenses. Total of all expenses incurred2020-12-31$7,942,863
Benefits paid (including direct rollovers)2020-12-31$7,776,072
Total plan assets at end of year2020-12-31$66,645,560
Total plan assets at beginning of year2020-12-31$61,455,381
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$166,791
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$11,238,103
Noncash contributions received2020-12-31$1,680,000
Net income (gross income less expenses)2020-12-31$5,275,240
Net plan assets at end of year (total assets less liabilities)2020-12-31$66,645,560
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$61,455,381
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$35,501,599
Total contributions received or receivable from employer(s)2020-12-31$300,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$3,838,166
2019 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$15,350,713
Expenses. Total of all expenses incurred2019-12-31$14,334,108
Benefits paid (including direct rollovers)2019-12-31$14,215,756
Total plan assets at end of year2019-12-31$61,455,381
Total plan assets at beginning of year2019-12-31$60,438,776
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$146
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$13,475,713
Noncash contributions received2019-12-31$1,545,000
Net income (gross income less expenses)2019-12-31$1,016,605
Net plan assets at end of year (total assets less liabilities)2019-12-31$61,455,381
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$60,438,776
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$33,396,958
Total contributions received or receivable from employer(s)2019-12-31$330,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$118,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$8,986,370
2018 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$208,667
Total income from all sources2018-12-31$9,180,224
Expenses. Total of all expenses incurred2018-12-31$3,756,558
Benefits paid (including direct rollovers)2018-12-31$3,651,875
Total plan assets at end of year2018-12-31$60,438,776
Total plan assets at beginning of year2018-12-31$55,223,777
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$104,683
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$7,616,437
Noncash contributions received2018-12-31$690,000
Net income (gross income less expenses)2018-12-31$5,423,666
Net plan assets at end of year (total assets less liabilities)2018-12-31$60,438,776
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$55,015,110
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$37,166,954
Total contributions received or receivable from employer(s)2018-12-31$873,787
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$208,667
Total plan liabilities at beginning of year2017-12-31$742,001
Total income from all sources2017-12-31$8,927,947
Expenses. Total of all expenses incurred2017-12-31$2,349,187
Benefits paid (including direct rollovers)2017-12-31$2,236,942
Total plan assets at end of year2017-12-31$55,223,777
Total plan assets at beginning of year2017-12-31$49,178,351
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$112,245
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$7,439,517
Noncash contributions received2017-12-31$564,430
Net income (gross income less expenses)2017-12-31$6,578,760
Net plan assets at end of year (total assets less liabilities)2017-12-31$55,015,110
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$48,436,350
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$34,434,606
Total contributions received or receivable from employer(s)2017-12-31$924,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$2,025,659
2016 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$742,001
Total plan liabilities at beginning of year2016-12-31$1,275,334
Total income from all sources2016-12-31$5,615,609
Expenses. Total of all expenses incurred2016-12-31$1,933,161
Benefits paid (including direct rollovers)2016-12-31$1,793,147
Total plan assets at end of year2016-12-31$49,178,351
Total plan assets at beginning of year2016-12-31$46,029,236
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$140,014
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$4,196,845
Noncash contributions received2016-12-31$821,000
Net income (gross income less expenses)2016-12-31$3,682,448
Net plan assets at end of year (total assets less liabilities)2016-12-31$48,436,350
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$44,753,902
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$32,444,570
Total contributions received or receivable from employer(s)2016-12-31$597,764
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$516,299
2015 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1,275,334
Total plan liabilities at beginning of year2015-12-31$1,808,667
Total income from all sources2015-12-31$5,414,455
Expenses. Total of all expenses incurred2015-12-31$1,231,516
Benefits paid (including direct rollovers)2015-12-31$1,065,022
Total plan assets at end of year2015-12-31$46,029,236
Total plan assets at beginning of year2015-12-31$42,379,630
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$97,764
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$4,103,358
Noncash contributions received2015-12-31$380,000
Net income (gross income less expenses)2015-12-31$4,182,939
Net plan assets at end of year (total assets less liabilities)2015-12-31$44,753,902
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$40,570,963
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$32,048,106
Total contributions received or receivable from employer(s)2015-12-31$931,097
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$68,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$1,808,667
Total plan liabilities at beginning of year2014-12-31$2,342,008
Total income from all sources2014-12-31$7,344,979
Expenses. Total of all expenses incurred2014-12-31$988,353
Benefits paid (including direct rollovers)2014-12-31$787,669
Total plan assets at end of year2014-12-31$42,379,630
Total plan assets at beginning of year2014-12-31$36,556,345
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$131,097
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$6,680,548
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$6,356,626
Net plan assets at end of year (total assets less liabilities)2014-12-31$40,570,963
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$34,214,337
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$29,918,027
Total contributions received or receivable from employer(s)2014-12-31$664,431
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$69,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$398,394
2013 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$2,342,008
Total plan liabilities at beginning of year2013-12-31$2,875,342
Total income from all sources2013-12-31$4,654,091
Expenses. Total of all expenses incurred2013-12-31$795,120
Benefits paid (including direct rollovers)2013-12-31$577,127
Total plan assets at end of year2013-12-31$36,556,345
Total plan assets at beginning of year2013-12-31$33,230,708
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$217,993
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,956,327
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,858,971
Net plan assets at end of year (total assets less liabilities)2013-12-31$34,214,337
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$30,355,366
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$28,149,655
Total contributions received or receivable from employer(s)2013-12-31$697,764
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$172,144
2012 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$2,875,342
Total plan liabilities at beginning of year2012-12-31$3,410,634
Total income from all sources2012-12-31$5,330,436
Expenses. Total of all expenses incurred2012-12-31$1,823,450
Benefits paid (including direct rollovers)2012-12-31$1,577,820
Total plan assets at end of year2012-12-31$33,230,708
Total plan assets at beginning of year2012-12-31$30,259,014
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$245,630
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$4,599,339
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$3,506,986
Net plan assets at end of year (total assets less liabilities)2012-12-31$30,355,366
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$26,848,380
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$26,884,730
Total contributions received or receivable from employer(s)2012-12-31$731,097
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$718,165
2011 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$3,410,634
Total plan liabilities at beginning of year2011-12-31$3,943,967
Total income from all sources2011-12-31$3,509,235
Expenses. Total of all expenses incurred2011-12-31$1,606,291
Benefits paid (including direct rollovers)2011-12-31$1,330,355
Total plan assets at end of year2011-12-31$30,259,014
Total plan assets at beginning of year2011-12-31$28,889,404
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$231,097
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,744,804
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$1,902,944
Net plan assets at end of year (total assets less liabilities)2011-12-31$26,848,380
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$24,945,437
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$24,795,313
Total contributions received or receivable from employer(s)2011-12-31$764,431
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$44,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$767,171
2010 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$3,943,967
Total plan liabilities at beginning of year2010-12-31$4,545,403
Total income from all sources2010-12-31$3,683,490
Expenses. Total of all expenses incurred2010-12-31$1,658,336
Benefits paid (including direct rollovers)2010-12-31$1,355,253
Total plan assets at end of year2010-12-31$28,889,404
Total plan assets at beginning of year2010-12-31$27,465,686
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$303,083
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,885,725
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,025,154
Net plan assets at end of year (total assets less liabilities)2010-12-31$24,945,437
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$22,920,283
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$23,810,165
Total contributions received or receivable from employer(s)2010-12-31$797,765
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$573,678
2009 : FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$318,491

Form 5500 Responses for FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

2022: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2016: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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