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Plan Name | CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CSW INDUSTRIALS, INC. |
Employer identification number (EIN): | 472266942 |
NAIC Classification: | 325900 |
NAIC Description: | Other Chemical Product and Preparation Manufacturing |
Additional information about CSW INDUSTRIALS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-06-01 |
Company Identification Number: | 0802225737 |
Legal Registered Office Address: |
5420 LYNDON B JOHNSON FWY STE 500 DALLAS United States of America (USA) 75240 |
More information about CSW INDUSTRIALS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-04-01 | ||||
002 | 2021-04-01 | ||||
002 | 2020-04-01 | ||||
002 | 2019-04-01 | ||||
002 | 2018-04-01 | ||||
002 | 2017-04-01 | MARY BURNS | MARY BURNS | 2019-01-11 | |
002 | 2017-04-01 | MARY BURNS | MARY BURNS | 2019-01-14 | |
002 | 2017-04-01 | MARY BURNS | MARY BURNS | 2019-01-14 | |
002 | 2016-04-01 | MARY BURNS | MARY BURNS | 2018-01-16 |
Measure | Date | Value |
---|---|---|
2022: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 1,179 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 719 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 280 |
Total of all active and inactive participants | 2022-04-01 | 1,065 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 11 |
Total participants | 2022-04-01 | 1,076 |
Number of participants with account balances | 2022-04-01 | 1,074 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 36 |
2021: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 1,005 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 601 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 270 |
Total of all active and inactive participants | 2021-04-01 | 918 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 11 |
Total participants | 2021-04-01 | 929 |
Number of participants with account balances | 2021-04-01 | 927 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 18 |
2020: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 926 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 553 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 226 |
Total of all active and inactive participants | 2020-04-01 | 819 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 10 |
Total participants | 2020-04-01 | 829 |
Number of participants with account balances | 2020-04-01 | 829 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 15 |
2019: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 844 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 506 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 217 |
Total of all active and inactive participants | 2019-04-01 | 770 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 8 |
Total participants | 2019-04-01 | 778 |
Number of participants with account balances | 2019-04-01 | 778 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 15 |
2018: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 844 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 469 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 220 |
Total of all active and inactive participants | 2018-04-01 | 715 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 8 |
Total participants | 2018-04-01 | 723 |
Number of participants with account balances | 2018-04-01 | 721 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 36 |
2017: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 495 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 167 |
Total of all active and inactive participants | 2017-04-01 | 699 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 5 |
Total participants | 2017-04-01 | 704 |
Number of participants with account balances | 2017-04-01 | 701 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 19 |
2016: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 771 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 496 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 163 |
Total of all active and inactive participants | 2016-04-01 | 726 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 4 |
Total participants | 2016-04-01 | 730 |
Number of participants with account balances | 2016-04-01 | 727 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 20 |
Measure | Date | Value |
---|---|---|
2023 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $11,603,745 |
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $11,603,745 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $16,813,988 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $5,037,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $5,037,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $4,818,484 |
Value of total assets at end of year | 2023-03-31 | $79,496,726 |
Value of total assets at beginning of year | 2023-03-31 | $67,720,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $0 |
Total interest from all sources | 2023-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $370,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $32,000 |
Other income not declared elsewhere | 2023-03-31 | $21,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Income. Non cash contributions | 2023-03-31 | $4,818,484 |
Value of net income/loss | 2023-03-31 | $11,776,482 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $79,496,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $67,720,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $43 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $43 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $43 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Assets. Invements in employer securities at end of year | 2023-03-31 | $74,646,199 |
Assets. Invements in employer securities at beginning of year | 2023-03-31 | $64,658,380 |
Employer contributions (assets) at end of year | 2023-03-31 | $4,818,484 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $3,061,821 |
Income. Dividends from common stock | 2023-03-31 | $370,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $5,037,506 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2023-03-31 | 752393478 |
2022 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $-9,832,270 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $-9,832,270 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $-6,385,856 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $13,023,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $13,023,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $3,061,821 |
Value of total assets at end of year | 2022-03-31 | $67,720,244 |
Value of total assets at beginning of year | 2022-03-31 | $87,129,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $0 |
Total interest from all sources | 2022-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $341,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $13,016,978 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Other income not declared elsewhere | 2022-03-31 | $43,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Income. Non cash contributions | 2022-03-31 | $3,061,821 |
Value of net income/loss | 2022-03-31 | $-19,409,605 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $67,720,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $87,129,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $43 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $43 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $43 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Assets. Invements in employer securities at end of year | 2022-03-31 | $64,658,380 |
Assets. Invements in employer securities at beginning of year | 2022-03-31 | $84,818,968 |
Employer contributions (assets) at end of year | 2022-03-31 | $3,061,821 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $2,310,838 |
Income. Dividends from common stock | 2022-03-31 | $341,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $13,023,749 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2022-03-31 | 752393478 |
2021 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $49,719,762 |
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $49,719,762 |
Total transfer of assets to this plan | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $52,460,065 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $15,583,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $15,583,379 |
Value of total corrective distributions | 2021-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $2,310,838 |
Value of total assets at end of year | 2021-03-31 | $87,129,849 |
Value of total assets at beginning of year | 2021-03-31 | $50,253,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $0 |
Total income from rents | 2021-03-31 | $0 |
Total interest from all sources | 2021-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $388,861 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $0 |
Administrative expenses professional fees incurred | 2021-03-31 | $0 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $15,210,857 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2021-03-31 | $0 |
Contributions received from participants | 2021-03-31 | $0 |
Participant contributions at end of year | 2021-03-31 | $0 |
Participant contributions at beginning of year | 2021-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $0 |
Other income not declared elsewhere | 2021-03-31 | $394 |
Administrative expenses (other) incurred | 2021-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Income. Non cash contributions | 2021-03-31 | $2,310,838 |
Value of net income/loss | 2021-03-31 | $36,876,686 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $87,129,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $50,253,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2021-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2021-03-31 | $0 |
Investment advisory and management fees | 2021-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-03-31 | $0 |
Interest earned on other investments | 2021-03-31 | $0 |
Income. Interest from US Government securities | 2021-03-31 | $0 |
Income. Interest from corporate debt instruments | 2021-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $43 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $40,210 |
Net investment gain/loss from pooled separate accounts | 2021-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Assets. Invements in employer securities at end of year | 2021-03-31 | $84,818,968 |
Assets. Invements in employer securities at beginning of year | 2021-03-31 | $46,604,164 |
Contributions received in cash from employer | 2021-03-31 | $0 |
Employer contributions (assets) at end of year | 2021-03-31 | $2,310,838 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $3,648,999 |
Income. Dividends from preferred stock | 2021-03-31 | $0 |
Income. Dividends from common stock | 2021-03-31 | $388,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $15,583,379 |
Contract administrator fees | 2021-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $0 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Aggregate proceeds on sale of assets | 2021-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-03-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2021-03-31 | 752393478 |
2020 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $5,841,914 |
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $5,841,914 |
Total transfer of assets to this plan | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $43,369 |
Total income from all sources (including contributions) | 2020-03-31 | $9,947,497 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $6,948,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $6,907,363 |
Value of total corrective distributions | 2020-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $3,648,999 |
Value of total assets at end of year | 2020-03-31 | $50,253,163 |
Value of total assets at beginning of year | 2020-03-31 | $47,297,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $40,945 |
Total income from rents | 2020-03-31 | $0 |
Total interest from all sources | 2020-03-31 | $1,840 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $405,002 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $0 |
Administrative expenses professional fees incurred | 2020-03-31 | $0 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-03-31 | $0 |
Contributions received from participants | 2020-03-31 | $0 |
Participant contributions at end of year | 2020-03-31 | $0 |
Participant contributions at beginning of year | 2020-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $37,178 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $0 |
Other income not declared elsewhere | 2020-03-31 | $-35,635 |
Administrative expenses (other) incurred | 2020-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Income. Non cash contributions | 2020-03-31 | $3,648,999 |
Value of net income/loss | 2020-03-31 | $2,999,189 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $50,253,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $47,253,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-03-31 | $0 |
Investment advisory and management fees | 2020-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-03-31 | $0 |
Interest earned on other investments | 2020-03-31 | $0 |
Income. Interest from US Government securities | 2020-03-31 | $0 |
Income. Interest from corporate debt instruments | 2020-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $19,669 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $19,669 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $1,840 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $85,377 |
Net investment gain/loss from pooled separate accounts | 2020-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Assets. Invements in employer securities at end of year | 2020-03-31 | $46,604,164 |
Assets. Invements in employer securities at beginning of year | 2020-03-31 | $44,026,849 |
Contributions received in cash from employer | 2020-03-31 | $0 |
Employer contributions (assets) at end of year | 2020-03-31 | $3,648,999 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $3,213,647 |
Income. Dividends from preferred stock | 2020-03-31 | $0 |
Income. Dividends from common stock | 2020-03-31 | $405,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,907,363 |
Contract administrator fees | 2020-03-31 | $40,945 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $43,369 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Aggregate proceeds on sale of assets | 2020-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
Accountancy firm name | 2020-03-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2020-03-31 | 752393478 |
2019 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $9,829,899 |
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $9,829,899 |
Total transfer of assets to this plan | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $43,369 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $1,458,464 |
Expenses. Interest paid | 2019-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $13,093,796 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $4,409,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $4,287,825 |
Expenses. Certain deemed distributions of participant loans | 2019-03-31 | $0 |
Value of total corrective distributions | 2019-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $3,213,647 |
Value of total assets at end of year | 2019-03-31 | $47,297,343 |
Value of total assets at beginning of year | 2019-03-31 | $40,028,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $121,943 |
Total income from rents | 2019-03-31 | $0 |
Total interest from all sources | 2019-03-31 | $595 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $0 |
Administrative expenses professional fees incurred | 2019-03-31 | $75,578 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $4,261,905 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-03-31 | $0 |
Contributions received from participants | 2019-03-31 | $0 |
Participant contributions at end of year | 2019-03-31 | $0 |
Participant contributions at beginning of year | 2019-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $37,178 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $62 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-03-31 | $0 |
Other income not declared elsewhere | 2019-03-31 | $49,655 |
Administrative expenses (other) incurred | 2019-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Income. Non cash contributions | 2019-03-31 | $0 |
Value of net income/loss | 2019-03-31 | $8,684,028 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $47,253,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $38,569,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-03-31 | $0 |
Investment advisory and management fees | 2019-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-03-31 | $0 |
Interest earned on other investments | 2019-03-31 | $0 |
Income. Interest from US Government securities | 2019-03-31 | $0 |
Income. Interest from corporate debt instruments | 2019-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $19,669 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $49,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $49,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $595 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Assets. Invements in employer securities at end of year | 2019-03-31 | $44,026,849 |
Assets. Invements in employer securities at beginning of year | 2019-03-31 | $38,334,847 |
Contributions received in cash from employer | 2019-03-31 | $3,213,647 |
Employer contributions (assets) at end of year | 2019-03-31 | $3,213,647 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $1,643,745 |
Income. Dividends from preferred stock | 2019-03-31 | $0 |
Income. Dividends from common stock | 2019-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $4,287,825 |
Contract administrator fees | 2019-03-31 | $46,365 |
Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $43,369 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $1,458,464 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Aggregate proceeds on sale of assets | 2019-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
Accountancy firm name | 2019-03-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2019-03-31 | 752393478 |
2018 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $5,075,328 |
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $5,075,328 |
Total transfer of assets to this plan | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $1,458,464 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Expenses. Interest paid | 2018-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $7,011,554 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $4,790,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $4,674,852 |
Value of total corrective distributions | 2018-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $1,643,745 |
Value of total assets at end of year | 2018-03-31 | $40,028,410 |
Value of total assets at beginning of year | 2018-03-31 | $36,349,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $115,844 |
Total income from rents | 2018-03-31 | $0 |
Total interest from all sources | 2018-03-31 | $19,216 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $273,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $0 |
Administrative expenses professional fees incurred | 2018-03-31 | $115,844 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $3,702,115 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-03-31 | $0 |
Contributions received from participants | 2018-03-31 | $0 |
Participant contributions at end of year | 2018-03-31 | $0 |
Participant contributions at beginning of year | 2018-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $62 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $277,798 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-03-31 | $0 |
Other income not declared elsewhere | 2018-03-31 | $-379 |
Administrative expenses (other) incurred | 2018-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Income. Non cash contributions | 2018-03-31 | $0 |
Value of net income/loss | 2018-03-31 | $2,220,858 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $38,569,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $36,349,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-03-31 | $0 |
Investment advisory and management fees | 2018-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-03-31 | $0 |
Interest earned on other investments | 2018-03-31 | $0 |
Income. Interest from US Government securities | 2018-03-31 | $0 |
Income. Interest from corporate debt instruments | 2018-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $49,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $139,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $139,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $19,216 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Assets. Invements in employer securities at end of year | 2018-03-31 | $38,334,847 |
Assets. Invements in employer securities at beginning of year | 2018-03-31 | $34,343,620 |
Contributions received in cash from employer | 2018-03-31 | $1,643,745 |
Employer contributions (assets) at end of year | 2018-03-31 | $1,643,745 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $1,588,165 |
Income. Dividends from preferred stock | 2018-03-31 | $0 |
Income. Dividends from common stock | 2018-03-31 | $273,644 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $4,674,852 |
Contract administrator fees | 2018-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $1,458,464 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $0 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Aggregate proceeds on sale of assets | 2018-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
Accountancy firm name | 2018-03-31 | GRANT THORNTON |
Accountancy firm EIN | 2018-03-31 | 366055558 |
2017 : CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $6,591,818 |
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $6,591,818 |
Total transfer of assets to this plan | 2017-03-31 | $492,937 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Expenses. Interest paid | 2017-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $8,789,211 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $16,407,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $16,353,502 |
Value of total corrective distributions | 2017-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $1,588,165 |
Value of total assets at end of year | 2017-03-31 | $36,349,088 |
Value of total assets at beginning of year | 2017-03-31 | $43,474,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $53,573 |
Total income from rents | 2017-03-31 | $0 |
Total interest from all sources | 2017-03-31 | $493 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $229,599 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $265 |
Administrative expenses professional fees incurred | 2017-03-31 | $53,573 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-03-31 | $0 |
Contributions received from participants | 2017-03-31 | $0 |
Participant contributions at end of year | 2017-03-31 | $0 |
Participant contributions at beginning of year | 2017-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $277,798 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $212,933 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-03-31 | $0 |
Other income not declared elsewhere | 2017-03-31 | $303,883 |
Administrative expenses (other) incurred | 2017-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Income. Non cash contributions | 2017-03-31 | $0 |
Value of net income/loss | 2017-03-31 | $-7,617,864 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $36,349,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $43,474,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-03-31 | $0 |
Investment advisory and management fees | 2017-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-03-31 | $0 |
Interest earned on other investments | 2017-03-31 | $0 |
Income. Interest from US Government securities | 2017-03-31 | $0 |
Income. Interest from corporate debt instruments | 2017-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $139,505 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $11,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $11,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $493 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $75,253 |
Net investment gain/loss from pooled separate accounts | 2017-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Assets. Invements in employer securities at end of year | 2017-03-31 | $34,343,620 |
Assets. Invements in employer securities at beginning of year | 2017-03-31 | $41,184,527 |
Contributions received in cash from employer | 2017-03-31 | $1,588,165 |
Employer contributions (assets) at end of year | 2017-03-31 | $1,588,165 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $2,065,007 |
Income. Dividends from preferred stock | 2017-03-31 | $0 |
Income. Dividends from common stock | 2017-03-31 | $229,334 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $16,353,502 |
Contract administrator fees | 2017-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $0 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Aggregate proceeds on sale of assets | 2017-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
Accountancy firm name | 2017-03-31 | GRANT THORTON |
Accountancy firm EIN | 2017-03-31 | 366055558 |
2022: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: CSW INDUSTRIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |