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FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameFORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN
Plan identification number 002

FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

FT. WORTH PUMP, LLC has sponsored the creation of one or more 401k plans.

Company Name:FT. WORTH PUMP, LLC
Employer identification number (EIN):471357545
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01DANA O'CONNOR2023-10-10
0022021-01-01DANA O'CONNOR2022-10-14
0022020-01-01DANA O'CONNOR2021-10-13
0022019-01-01DANA O'CONNOR2020-10-13
0022018-01-01DANA O'CONNOR2019-10-14
0022017-01-01DANA O'CONNOR2018-07-27
0022016-01-01DANA O'CONNOR2017-10-09
0022015-01-01DANA O'CONNOR2016-10-13

Financial Data on FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2025 : FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2516350
Net assets as of the end of the plan year2025-09-252699265
Total assets as of the beginning of the plan year2025-09-252304276
Value of plan covered by a fidelity bond2025-09-25230428
Other income to plan in this plan year2025-09-25123061
Plan net income in this plan year2025-09-25394989
Net assets as of the end of the plan year2025-09-252699265
Net assets as of the beginning of the plan year2025-09-252304276
Employer contributions to plan in this plan year2025-09-25288278
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2516350
2024 : FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0913237
Net assets as of the end of the plan year2024-10-092304276
Total assets as of the beginning of the plan year2024-10-091943436
Value of plan covered by a fidelity bond2024-10-09194344
Other income to plan in this plan year2024-10-0995182
Plan net income in this plan year2024-10-09360840
Net assets as of the end of the plan year2024-10-092304276
Net assets as of the beginning of the plan year2024-10-091943436
Employer contributions to plan in this plan year2024-10-09278895
Fees paid to broker by Benefit Provider2024-10-09894
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0913237
2022 : FORT WORTH PUMP, LLC CASH BALANCE PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1411570
Net assets as of the end of the plan year2022-10-141908305
Total assets as of the beginning of the plan year2022-10-141623375
Value of plan covered by a fidelity bond2022-10-14162338
Other income to plan in this plan year2022-10-1446441
Plan net income in this plan year2022-10-14284930
Net assets as of the end of the plan year2022-10-141908305
Net assets as of the beginning of the plan year2022-10-141623375
Employer contributions to plan in this plan year2022-10-14250059
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1411570

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