Logo

GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameGREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN
Plan identification number 003

GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT 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.
  • 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.

401k Sponsoring company profile

GREAT LAKES PLUMBING AND HEATING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES PLUMBING AND HEATING COMPANY
Employer identification number (EIN):362058159
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01MICHAEL RUSS
0032023-01-01
0032023-01-01MICHAEL RUSS
0032022-01-01
0032022-01-01MICHAEL RUSS
0032021-01-01
0032021-01-01MICHAEL RUSS
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KEVIN J CONDON
0032016-01-01KEVIN CONDON2017-10-10
0032015-01-01KEVIN CONDON2016-10-03
0032014-01-01KEVIN CONDON2015-07-06
0032013-01-01KEVIN CONDON2014-07-29
0032012-01-01KEVIN CONDON2013-09-30
0032011-01-01KEVIN CONDON2012-10-09 KEVIN CONDON2012-10-09
0032010-01-01KEVIN J CONDON2011-08-01
0032007-01-01

Financial Data on GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN

Measure Date Value
2023 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$315
Total plan liabilities at end of year2023-12-31$3
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,854,214
Expenses. Total of all expenses incurred2023-12-31$704,130
Benefits paid (including direct rollovers)2023-12-31$675,107
Total plan assets at end of year2023-12-31$12,959,931
Total plan assets at beginning of year2023-12-31$10,809,529
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$386,057
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$376,739
Other income received2023-12-31$2,013,416
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,150,084
Net plan assets at end of year (total assets less liabilities)2023-12-31$12,959,928
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$10,809,529
Assets. Value of participant loans2023-12-31$14,311
Total contributions received or receivable from employer(s)2023-12-31$78,002
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$332
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$28,691
2022 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$5
Total income from all sources2022-12-31$-1,765,531
Expenses. Total of all expenses incurred2022-12-31$2,165,190
Benefits paid (including direct rollovers)2022-12-31$2,129,834
Total plan assets at end of year2022-12-31$10,809,529
Total plan assets at beginning of year2022-12-31$14,740,255
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$365,877
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,203,633
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,930,721
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,809,529
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,740,250
Assets. Value of participant loans2022-12-31$23,836
Total contributions received or receivable from employer(s)2022-12-31$72,225
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$35,356
2021 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$5
Total plan liabilities at beginning of year2021-12-31$223
Total income from all sources2021-12-31$2,230,787
Expenses. Total of all expenses incurred2021-12-31$302,043
Benefits paid (including direct rollovers)2021-12-31$263,252
Total plan assets at end of year2021-12-31$14,740,255
Total plan assets at beginning of year2021-12-31$12,811,729
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$398,542
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,774,584
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,928,744
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,740,250
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,811,506
Assets. Value of participant loans2021-12-31$45,554
Total contributions received or receivable from employer(s)2021-12-31$57,661
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$2,700
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$36,091
2020 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$50,345
Total plan liabilities at end of year2020-12-31$223
Total plan liabilities at beginning of year2020-12-31$289
Total income from all sources2020-12-31$2,151,668
Expenses. Total of all expenses incurred2020-12-31$53,133
Benefits paid (including direct rollovers)2020-12-31$22,225
Total plan assets at end of year2020-12-31$12,811,729
Total plan assets at beginning of year2020-12-31$10,662,915
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$381,419
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,691,888
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,098,535
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,811,506
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,662,626
Assets. Value of participant loans2020-12-31$35,565
Total contributions received or receivable from employer(s)2020-12-31$78,361
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$30,908
2019 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$289
Total plan liabilities at beginning of year2019-12-31$-2,609
Total income from all sources2019-12-31$2,168,553
Expenses. Total of all expenses incurred2019-12-31$246,352
Benefits paid (including direct rollovers)2019-12-31$216,293
Total plan assets at end of year2019-12-31$10,662,915
Total plan assets at beginning of year2019-12-31$8,737,816
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$412,324
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,665,741
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,922,201
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,662,626
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,740,425
Assets. Value of participant loans2019-12-31$55,014
Total contributions received or receivable from employer(s)2019-12-31$90,488
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$30,059
2018 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$146
Total plan liabilities at end of year2018-12-31$-2,609
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$147,268
Expenses. Total of all expenses incurred2018-12-31$1,295,605
Benefits paid (including direct rollovers)2018-12-31$1,273,069
Total plan assets at end of year2018-12-31$8,737,816
Total plan assets at beginning of year2018-12-31$9,888,616
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$392,831
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-329,434
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,148,337
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,740,425
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,888,616
Assets. Value of participant loans2018-12-31$47,013
Total contributions received or receivable from employer(s)2018-12-31$83,871
Value of certain deemed distributions of participant loans2018-12-31$-8,105
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$30,641
2017 : GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$386,758
Expenses. Total of all expenses incurred2017-12-31$21,595
Benefits paid (including direct rollovers)2017-12-31$5,262
Total plan assets at end of year2017-12-31$9,888,616
Total plan assets at beginning of year2017-12-31$9,523,453
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$179,229
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$170,205
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$365,163
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,888,616
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,523,453
Assets. Value of participant loans2017-12-31$51,803
Total contributions received or receivable from employer(s)2017-12-31$37,324
Value of certain deemed distributions of participant loans2017-12-31$8,105
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,228

Form 5500 Responses for GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN

2023: GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREAT LAKES PLUMBING & HEATING COMPANY 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREAT LAKES PLUMBING & HEATING COMPANY 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREAT LAKES PLUMBING & HEATING COMPANY 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2007: GREAT LAKES PLUMBING & HEATING COMPANY RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946 087
Policy instance 1
Insurance contract or identification number894946 087
Number of Individuals Covered37
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946 087
Policy instance 1
Insurance contract or identification number894946 087
Number of Individuals Covered38
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946 087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946 087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946087
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number45527001
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894946087
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number45527001
Policy instance 2

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1