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WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN
Plan identification number 002

WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM T. SPAEDER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. SPAEDER COMPANY
Employer identification number (EIN):251306733
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RODNEY COBURN2024-10-02
0022022-01-01RODNEY COBURN2023-08-09
0022021-01-01MICHAEL AIELLO2022-10-07
0022020-01-01MICHAEL AIELLO2021-08-23
0022019-01-01MICHAEL AIELLO2020-10-07
0022018-01-01MICHAEL AIELLO2019-10-01
0022017-01-01MICHAEL AIELLO2018-10-11
0022016-11-01MICHAEL AIELLO2017-09-26
0022015-11-01MICHAEL AIELLO2017-09-26
0022015-11-01MICHAEL AIELLO2017-08-08
0022014-11-01MARY K. REBER
0022013-11-01MARY K. REBER
0022012-11-01MARY K. REBER
0022011-11-01MARY K. REBER
0022009-11-01MARY K. REBER

Financial Data on WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-013803
Total liabilities as of the beginning of the plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-013640946
Net assets as of the end of the plan year2025-07-0111675462
Total assets as of the beginning of the plan year2025-07-0112231656
Value of plan covered by a fidelity bond2025-07-01500000
Participant contributions to plan in this plan year2025-07-01587635
Value of participant loans at end of plan year2025-07-0194510
Other contributions to plan in this plan year2025-07-01236929
Other income to plan in this plan year2025-07-011673712
Plan net income in this plan year2025-07-01-559997
Net assets as of the end of the plan year2025-07-0111675462
Net assets as of the beginning of the plan year2025-07-0112231656
Employer contributions to plan in this plan year2025-07-01582673
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0142612
2024 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-022557792
Net assets as of the end of the plan year2024-10-0212231656
Total assets as of the beginning of the plan year2024-10-0211898086
Value of plan covered by a fidelity bond2024-10-02500000
Participant contributions to plan in this plan year2024-10-02617647
Value of participant loans at end of plan year2024-10-0257793
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-0225913
Other income to plan in this plan year2024-10-021978673
Plan net income in this plan year2024-10-02333570
Net assets as of the end of the plan year2024-10-0212231656
Net assets as of the beginning of the plan year2024-10-0211898086
Employer contributions to plan in this plan year2024-10-02269129
Fees paid to broker by Benefit Provider2024-10-021101
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0239774
2022 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-073520736
Net assets as of the end of the plan year2022-10-0713126063
Total assets as of the beginning of the plan year2022-10-0713768789
Value of plan covered by a fidelity bond2022-10-07500000
Participant contributions to plan in this plan year2022-10-07428856
Value of participant loans at end of plan year2022-10-0798078
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-0766733
Other income to plan in this plan year2022-10-072130283
Plan net income in this plan year2022-10-07-642726
Net assets as of the end of the plan year2022-10-0713126063
Net assets as of the beginning of the plan year2022-10-0713768789
Employer contributions to plan in this plan year2022-10-07252138
Fees paid to broker by Benefit Provider2022-10-0712525
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0748967
2015 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$740,560
Expenses. Total of all expenses incurred2015-10-31$1,312,909
Benefits paid (including direct rollovers)2015-10-31$1,296,465
Total plan assets at end of year2015-10-31$9,269,669
Total plan assets at beginning of year2015-10-31$9,842,018
Value of fidelity bond covering the plan2015-10-31$500,000
Total contributions received or receivable from participants2015-10-31$244,791
Expenses. Other expenses not covered elsewhere2015-10-31$16,444
Contributions received from other sources (not participants or employers)2015-10-31$174,392
Other income received2015-10-31$321,377
Net income (gross income less expenses)2015-10-31$-572,349
Net plan assets at end of year (total assets less liabilities)2015-10-31$9,269,669
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$9,842,018
Assets. Value of participant loans2015-10-31$42,896
2014 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$1,815,365
Expenses. Total of all expenses incurred2014-10-31$126,913
Benefits paid (including direct rollovers)2014-10-31$120,989
Total plan assets at end of year2014-10-31$9,842,018
Total plan assets at beginning of year2014-10-31$8,153,566
Value of fidelity bond covering the plan2014-10-31$500,000
Total contributions received or receivable from participants2014-10-31$223,840
Expenses. Other expenses not covered elsewhere2014-10-31$5,924
Contributions received from other sources (not participants or employers)2014-10-31$100,897
Other income received2014-10-31$1,353,585
Net income (gross income less expenses)2014-10-31$1,688,452
Net plan assets at end of year (total assets less liabilities)2014-10-31$9,842,018
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$8,153,566
Assets. Value of participant loans2014-10-31$63,047
Total contributions received or receivable from employer(s)2014-10-31$137,043
2013 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$2,099,274
Expenses. Total of all expenses incurred2013-10-31$371,156
Benefits paid (including direct rollovers)2013-10-31$365,521
Total plan assets at end of year2013-10-31$8,153,566
Total plan assets at beginning of year2013-10-31$6,425,448
Value of fidelity bond covering the plan2013-10-31$500,000
Total contributions received or receivable from participants2013-10-31$206,296
Expenses. Other expenses not covered elsewhere2013-10-31$5,635
Contributions received from other sources (not participants or employers)2013-10-31$10,339
Other income received2013-10-31$1,719,176
Net income (gross income less expenses)2013-10-31$1,728,118
Net plan assets at end of year (total assets less liabilities)2013-10-31$8,153,566
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$6,425,448
Assets. Value of participant loans2013-10-31$10,919
Total contributions received or receivable from employer(s)2013-10-31$163,463
2012 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$952,675
Expenses. Total of all expenses incurred2012-10-31$476,754
Benefits paid (including direct rollovers)2012-10-31$476,754
Total plan assets at end of year2012-10-31$6,425,448
Total plan assets at beginning of year2012-10-31$5,949,527
Value of fidelity bond covering the plan2012-10-31$500,000
Total contributions received or receivable from participants2012-10-31$199,373
Other income received2012-10-31$637,403
Net income (gross income less expenses)2012-10-31$475,921
Net plan assets at end of year (total assets less liabilities)2012-10-31$6,425,448
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$5,949,527
Assets. Value of participant loans2012-10-31$3,414
Total contributions received or receivable from employer(s)2012-10-31$115,899
2011 : WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$559,591
Expenses. Total of all expenses incurred2011-10-31$196,149
Benefits paid (including direct rollovers)2011-10-31$195,999
Total plan assets at end of year2011-10-31$5,949,527
Total plan assets at beginning of year2011-10-31$5,586,085
Value of fidelity bond covering the plan2011-10-31$500,000
Total contributions received or receivable from participants2011-10-31$191,531
Expenses. Other expenses not covered elsewhere2011-10-31$150
Other income received2011-10-31$273,493
Net income (gross income less expenses)2011-10-31$363,442
Net plan assets at end of year (total assets less liabilities)2011-10-31$5,949,527
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$5,586,085
Assets. Value of participant loans2011-10-31$187
Total contributions received or receivable from employer(s)2011-10-31$94,567

Form 5500 Responses for WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN

2014: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: WILLIAM T. SPAEDER COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP-024884
Policy instance 1
THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP-024884
Policy instance 1
THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP-024884
Policy instance 1
THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP-024884
Policy instance 1
THE NEW ENGLAND LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP-024884
Policy instance 1

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