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SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 401k Plan overview

Plan NameSALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO.
Plan identification number 002

SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

MONROE PLUMBING & HEATING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MONROE PLUMBING & HEATING COMPANY
Employer identification number (EIN):381296178
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-02-01GRETCHEN STUART2024-06-19 GRETCHEN STUART2024-06-19
0022022-02-01KAROL STRAUB2023-07-14 KAROL STRAUB2023-07-14
0022021-02-01
0022021-02-01EDWARD R. THEISEN
0022020-02-01
0022019-02-01
0022018-02-01EDWARD R. THEISEN
0022017-02-01EDWARD R. THEISEN
0022016-02-01EDWARD R. THEISEN
0022015-02-01EDWARD R. THEISEN
0022014-02-01JOSEPH G. CONNORS
0022013-02-01JOSEPH G. CONNORS
0022012-02-01JOSEPH G. CONNORS
0022011-02-01JOSEPH G. CONNORS
0022009-02-01JOSEPH G. CONNORS

Financial Data on SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO.

Measure Date Value
2024 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2024 401k financial data
Total income from all sources2024-02-01$4,022,819
Expenses. Total of all expenses incurred2024-02-01$1,720,463
Benefits paid (including direct rollovers)2024-02-01$1,719,464
Total plan assets at end of year2024-02-01$21,124,059
Total plan assets at beginning of year2024-02-01$18,821,703
Value of fidelity bond covering the plan2024-02-01$500,000
Other income received2024-02-01$3,459,409
Net income (gross income less expenses)2024-02-01$2,302,356
Net plan assets at end of year (total assets less liabilities)2024-02-01$21,124,059
Net plan assets at beginning of year (total assets less liabilities)2024-02-01$18,821,703
Assets. Value of employer securities2024-02-01$4,364,213
Total contributions received or receivable from employer(s)2024-02-01$563,410
Expenses. Administrative service providers (salaries,fees and commissions)2024-02-01$999
Total income from all sources2024-01-31$1,408,941
Expenses. Total of all expenses incurred2024-01-31$329,781
Benefits paid (including direct rollovers)2024-01-31$328,911
Total plan assets at end of year2024-01-31$18,821,703
Total plan assets at beginning of year2024-01-31$17,742,543
Value of fidelity bond covering the plan2024-01-31$500,000
Total contributions received or receivable from participants2024-01-31$39,817
Other income received2024-01-31$931,564
Net income (gross income less expenses)2024-01-31$1,079,160
Net plan assets at end of year (total assets less liabilities)2024-01-31$18,821,703
Net plan assets at beginning of year (total assets less liabilities)2024-01-31$17,742,543
Assets. Value of employer securities2024-01-31$3,334,121
Total contributions received or receivable from employer(s)2024-01-31$437,560
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-31$870
2023 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2023 401k financial data
Total income from all sources2023-01-31$-362,607
Expenses. Total of all expenses incurred2023-01-31$183,121
Benefits paid (including direct rollovers)2023-01-31$182,375
Total plan assets at end of year2023-01-31$17,742,543
Total plan assets at beginning of year2023-01-31$18,288,271
Value of fidelity bond covering the plan2023-01-31$500,000
Other income received2023-01-31$-702,800
Net income (gross income less expenses)2023-01-31$-545,728
Net plan assets at end of year (total assets less liabilities)2023-01-31$17,742,543
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$18,288,271
Assets. Value of employer securities2023-01-31$3,634,095
Total contributions received or receivable from employer(s)2023-01-31$340,193
Expenses. Administrative service providers (salaries,fees and commissions)2023-01-31$746
2022 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2022 401k financial data
Total income from all sources2022-01-31$2,520,161
Expenses. Total of all expenses incurred2022-01-31$177,474
Benefits paid (including direct rollovers)2022-01-31$176,980
Total plan assets at end of year2022-01-31$18,288,271
Total plan assets at beginning of year2022-01-31$15,945,584
Value of fidelity bond covering the plan2022-01-31$500,000
Other income received2022-01-31$2,120,866
Net income (gross income less expenses)2022-01-31$2,342,687
Net plan assets at end of year (total assets less liabilities)2022-01-31$18,288,271
Net plan assets at beginning of year (total assets less liabilities)2022-01-31$15,945,584
Assets. Value of employer securities2022-01-31$3,749,578
Total contributions received or receivable from employer(s)2022-01-31$399,295
Expenses. Administrative service providers (salaries,fees and commissions)2022-01-31$494
2021 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2021 401k financial data
Total income from all sources2021-01-31$2,427,253
Expenses. Total of all expenses incurred2021-01-31$148,011
Benefits paid (including direct rollovers)2021-01-31$147,990
Total plan assets at end of year2021-01-31$15,945,584
Total plan assets at beginning of year2021-01-31$13,666,342
Value of fidelity bond covering the plan2021-01-31$500,000
Contributions received from other sources (not participants or employers)2021-01-31$46,138
Other income received2021-01-31$2,002,688
Net income (gross income less expenses)2021-01-31$2,279,242
Net plan assets at end of year (total assets less liabilities)2021-01-31$15,945,584
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$13,666,342
Assets. Value of employer securities2021-01-31$3,420,834
Total contributions received or receivable from employer(s)2021-01-31$378,427
Expenses. Administrative service providers (salaries,fees and commissions)2021-01-31$21
2020 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2020 401k financial data
Total income from all sources2020-01-31$2,129,810
Expenses. Total of all expenses incurred2020-01-31$1,363
Total plan assets at end of year2020-01-31$13,666,342
Total plan assets at beginning of year2020-01-31$11,537,895
Value of fidelity bond covering the plan2020-01-31$500,000
Other income received2020-01-31$1,772,050
Net income (gross income less expenses)2020-01-31$2,128,447
Net plan assets at end of year (total assets less liabilities)2020-01-31$13,666,342
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$11,537,895
Assets. Value of employer securities2020-01-31$3,054,626
Total contributions received or receivable from employer(s)2020-01-31$357,760
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$1,363
2019 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2019 401k financial data
Total income from all sources2019-01-31$896,132
Expenses. Total of all expenses incurred2019-01-31$1,839
Total plan assets at end of year2019-01-31$11,537,895
Total plan assets at beginning of year2019-01-31$10,643,602
Value of fidelity bond covering the plan2019-01-31$500,000
Other income received2019-01-31$482,982
Net income (gross income less expenses)2019-01-31$894,293
Net plan assets at end of year (total assets less liabilities)2019-01-31$11,537,895
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$10,643,602
Assets. Value of employer securities2019-01-31$2,918,143
Total contributions received or receivable from employer(s)2019-01-31$413,150
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$1,839
2018 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2018 401k financial data
Total income from all sources2018-01-31$1,836,457
Expenses. Total of all expenses incurred2018-01-31$2,902
Total plan assets at end of year2018-01-31$10,643,602
Total plan assets at beginning of year2018-01-31$8,810,047
Value of fidelity bond covering the plan2018-01-31$500,000
Other income received2018-01-31$1,508,510
Net income (gross income less expenses)2018-01-31$1,833,555
Net plan assets at end of year (total assets less liabilities)2018-01-31$10,643,602
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$8,810,047
Assets. Value of employer securities2018-01-31$2,294,282
Total contributions received or receivable from employer(s)2018-01-31$327,947
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$2,902
2017 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2017 401k financial data
Total income from all sources2017-01-31$982,905
Expenses. Total of all expenses incurred2017-01-31$2,128
Total plan assets at end of year2017-01-31$8,810,047
Total plan assets at beginning of year2017-01-31$7,829,270
Value of fidelity bond covering the plan2017-01-31$500,000
Other income received2017-01-31$707,634
Net income (gross income less expenses)2017-01-31$980,777
Net plan assets at end of year (total assets less liabilities)2017-01-31$8,810,047
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$7,829,270
Assets. Value of participant loans2017-01-31$0
Assets. Value of employer securities2017-01-31$2,287,334
Total contributions received or receivable from employer(s)2017-01-31$275,271
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$2,128
2016 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2016 401k financial data
Total income from all sources2016-01-31$627,832
Expenses. Total of all expenses incurred2016-01-31$1,461,169
Benefits paid (including direct rollovers)2016-01-31$1,441,281
Total plan assets at end of year2016-01-31$7,829,270
Total plan assets at beginning of year2016-01-31$8,662,607
Value of fidelity bond covering the plan2016-01-31$500,000
Other income received2016-01-31$332,937
Net income (gross income less expenses)2016-01-31$-833,337
Net plan assets at end of year (total assets less liabilities)2016-01-31$7,829,270
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$8,662,607
Assets. Value of participant loans2016-01-31$17,998
Assets. Value of employer securities2016-01-31$2,255,719
Total contributions received or receivable from employer(s)2016-01-31$294,895
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$19,888
2015 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2015 401k financial data
Total income from all sources2015-01-31$1,557,753
Expenses. Total of all expenses incurred2015-01-31$109,971
Benefits paid (including direct rollovers)2015-01-31$72,000
Total plan assets at end of year2015-01-31$8,662,607
Total plan assets at beginning of year2015-01-31$7,214,825
Value of fidelity bond covering the plan2015-01-31$500,000
Expenses. Other expenses not covered elsewhere2015-01-31$685
Contributions received from other sources (not participants or employers)2015-01-31$5,197
Other income received2015-01-31$1,296,236
Net income (gross income less expenses)2015-01-31$1,447,782
Net plan assets at end of year (total assets less liabilities)2015-01-31$8,662,607
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$7,214,825
Assets. Value of employer securities2015-01-31$1,792,708
Total contributions received or receivable from employer(s)2015-01-31$256,320
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$37,286
2014 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2014 401k financial data
Total income from all sources2014-01-31$888,413
Expenses. Total of all expenses incurred2014-01-31$110,974
Benefits paid (including direct rollovers)2014-01-31$78,000
Total plan assets at end of year2014-01-31$7,214,825
Total plan assets at beginning of year2014-01-31$6,437,386
Value of fidelity bond covering the plan2014-01-31$500,000
Expenses. Other expenses not covered elsewhere2014-01-31$623
Other income received2014-01-31$653,310
Net income (gross income less expenses)2014-01-31$777,439
Net plan assets at end of year (total assets less liabilities)2014-01-31$7,214,825
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$6,437,386
Assets. Value of participant loans2014-01-31$18,795
Assets. Value of employer securities2014-01-31$1,112,051
Total contributions received or receivable from employer(s)2014-01-31$235,103
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$32,351
2013 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2013 401k financial data
Total income from all sources2013-01-31$838,884
Expenses. Total of all expenses incurred2013-01-31$562,210
Benefits paid (including direct rollovers)2013-01-31$529,467
Total plan assets at end of year2013-01-31$6,437,386
Total plan assets at beginning of year2013-01-31$6,160,712
Value of fidelity bond covering the plan2013-01-31$500,000
Other income received2013-01-31$608,333
Net income (gross income less expenses)2013-01-31$276,674
Net plan assets at end of year (total assets less liabilities)2013-01-31$6,437,386
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$6,160,712
Assets. Value of employer securities2013-01-31$836,839
Total contributions received or receivable from employer(s)2013-01-31$230,551
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$32,743
2012 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2012 401k financial data
Total income from all sources2012-01-31$174,234
Expenses. Total of all expenses incurred2012-01-31$105,708
Benefits paid (including direct rollovers)2012-01-31$73,717
Total plan assets at end of year2012-01-31$6,160,712
Total plan assets at beginning of year2012-01-31$6,092,186
Value of fidelity bond covering the plan2012-01-31$500,000
Other income received2012-01-31$41,165
Net income (gross income less expenses)2012-01-31$68,526
Net plan assets at end of year (total assets less liabilities)2012-01-31$6,160,712
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$6,092,186
Assets. Value of participant loans2012-01-31$15,061
Assets. Value of employer securities2012-01-31$513,765
Total contributions received or receivable from employer(s)2012-01-31$133,069
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$31,991
2011 : SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2011 401k financial data
Total income from all sources2011-01-31$907,162
Expenses. Total of all expenses incurred2011-01-31$100,494
Benefits paid (including direct rollovers)2011-01-31$72,000
Total plan assets at end of year2011-01-31$6,092,186
Total plan assets at beginning of year2011-01-31$5,285,518
Value of fidelity bond covering the plan2011-01-31$500,000
Other income received2011-01-31$827,162
Net income (gross income less expenses)2011-01-31$806,668
Net plan assets at end of year (total assets less liabilities)2011-01-31$6,092,186
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$5,285,518
Assets. Value of participant loans2011-01-31$18,790
Assets. Value of employer securities2011-01-31$472,119
Total contributions received or receivable from employer(s)2011-01-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$28,494

Form 5500 Responses for SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO.

2023: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2023 form 5500 responses
2023-02-01Type of plan entitySingle employer plan
2023-02-01Plan funding arrangement – TrustYes
2023-02-01Plan benefit arrangement - TrustYes
2022: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: SALARY REDUCTION PROFIT SHARING PLAN RETIREMENT TRUST OF MONROE PLUMBING & HEATING CO. 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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