SW & SONS PLUMBING & HEATING L has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-07 | 32767 |
| Net assets as of the end of the plan year | 2025-07-07 | 348462 |
| Total assets as of the beginning of the plan year | 2025-07-07 | 322423 |
| Value of plan covered by a fidelity bond | 2025-07-07 | 40000 |
| Participant contributions to plan in this plan year | 2025-07-07 | 25544 |
| Other income to plan in this plan year | 2025-07-07 | 24941 |
| Plan net income in this plan year | 2025-07-07 | 26039 |
| Net assets as of the end of the plan year | 2025-07-07 | 348462 |
| Net assets as of the beginning of the plan year | 2025-07-07 | 322423 |
| Employer contributions to plan in this plan year | 2025-07-07 | 8321 |
| 2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-05 | 1278 |
| Net assets as of the end of the plan year | 2024-06-05 | 322423 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 256190 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 30000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 18598 |
| Other expenses paid from plan in this plan year | 2024-06-05 | 0 |
| Other contributions to plan in this plan year | 2024-06-05 | 0 |
| Other income to plan in this plan year | 2024-06-05 | 44091 |
| Plan net income in this plan year | 2024-06-05 | 66233 |
| Net assets as of the end of the plan year | 2024-06-05 | 322423 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 256190 |
| Employer contributions to plan in this plan year | 2024-06-05 | 4822 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 0 |
| 2023 : THE CONTRACTORS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-05-16 | 0 |
| Total liabilities as of the end of the plan year | 2023-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2023-05-16 | 15831 |
| Net assets as of the end of the plan year | 2023-05-16 | 256190 |
| Total assets as of the beginning of the plan year | 2023-05-16 | 210233 |
| Value of plan covered by a fidelity bond | 2023-05-16 | 30000 |
| Participant contributions to plan in this plan year | 2023-05-16 | 44819 |
| Other expenses paid from plan in this plan year | 2023-05-16 | 0 |
| Other contributions to plan in this plan year | 2023-05-16 | 0 |
| Other income to plan in this plan year | 2023-05-16 | -48725 |
| Plan net income in this plan year | 2023-05-16 | 45957 |
| Net assets as of the end of the plan year | 2023-05-16 | 256190 |
| Net assets as of the beginning of the plan year | 2023-05-16 | 210233 |
| Employer contributions to plan in this plan year | 2023-05-16 | 65694 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-05-16 | 0 |
| 2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-15 | 10078 |
| Net assets as of the end of the plan year | 2022-09-15 | 210233 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 129435 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 20000 |
| Participant contributions to plan in this plan year | 2022-09-15 | 43918 |
| Other expenses paid from plan in this plan year | 2022-09-15 | 0 |
| Other contributions to plan in this plan year | 2022-09-15 | 0 |
| Other income to plan in this plan year | 2022-09-15 | 18030 |
| Plan net income in this plan year | 2022-09-15 | 80798 |
| Net assets as of the end of the plan year | 2022-09-15 | 210233 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 129435 |
| Employer contributions to plan in this plan year | 2022-09-15 | 28928 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-15 | 0 |
