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P & W, INC. 401(K) PLAN 401k Plan overview

Plan NameP & W, INC. 401(K) PLAN
Plan identification number 001

P & W, INC. 401(K) 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.
  • 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

P & W, INC. D/B/A ROTO ROOTER PLUMBERS has sponsored the creation of one or more 401k plans.

Company Name:P & W, INC. D/B/A ROTO ROOTER PLUMBERS
Employer identification number (EIN):481124537
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & W, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RITA CAMPBELL2024-05-28
0012022-01-01RITA CAMPBELL2023-05-22
0012021-01-01RITA CAMPBELL2022-05-23
0012020-01-01RITA CAMPBELL2021-06-04
0012019-01-01RCAMPBELL78062020-06-16
0012019-01-01RITA CAMPBELL2020-06-30
0012018-01-01RITA CAMPBELL2019-05-31
0012017-01-01RITA CAMPBELL2018-06-13
0012016-01-01RITA CAMPBELL2017-06-16
0012016-01-01RITA CAMPBELL2017-06-13
0012016-01-01RITA CAMPBELL2017-06-05
0012015-01-01RITA CAMPBELL2016-03-14 RITA CAMPBELL2016-03-14
0012014-01-01RITA CAMPBELL2015-04-20 RITA CAMPBELL2015-04-20
0012013-01-01RITA CAMPBELL2014-03-26 RITA CAMPBELL2014-03-26
0012012-01-01RITA CAMPBELL2013-03-28 RITA CAMPBELL2013-03-28
0012011-01-01WANDA FARMER
0012009-01-01RITA L. CAMPBELL
0012009-01-01WANDA N FARMER

Financial Data on P & W, INC. 401(K) PLAN

Measure Date Value
2025 : P & W, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2180437
Net assets as of the end of the plan year2025-05-211241745
Total assets as of the beginning of the plan year2025-05-211107621
Value of plan covered by a fidelity bond2025-05-21111000
Participant contributions to plan in this plan year2025-05-2141323
Value of participant loans at end of plan year2025-05-2153290
Other income to plan in this plan year2025-05-21163148
Plan net income in this plan year2025-05-21134124
Net assets as of the end of the plan year2025-05-211241745
Net assets as of the beginning of the plan year2025-05-211107621
Employer contributions to plan in this plan year2025-05-2110090
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-212911
2024 : P & W, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2818806
Net assets as of the end of the plan year2024-05-281107621
Total assets as of the beginning of the plan year2024-05-28918264
Value of plan covered by a fidelity bond2024-05-2892000
Participant contributions to plan in this plan year2024-05-2846503
Value of participant loans at end of plan year2024-05-2854860
Other income to plan in this plan year2024-05-28149438
Plan net income in this plan year2024-05-28189357
Net assets as of the end of the plan year2024-05-281107621
Net assets as of the beginning of the plan year2024-05-28918264
Employer contributions to plan in this plan year2024-05-2812222
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-282747
2022 : P & W, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-23113264
Net assets as of the end of the plan year2022-05-231494889
Total assets as of the beginning of the plan year2022-05-231310187
Value of plan covered by a fidelity bond2022-05-23132000
Participant contributions to plan in this plan year2022-05-2344927
Value of participant loans at end of plan year2022-05-2333462
Other income to plan in this plan year2022-05-23253039
Plan net income in this plan year2022-05-23184702
Net assets as of the end of the plan year2022-05-231494889
Net assets as of the beginning of the plan year2022-05-231310187
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-232502
2011 : P & W, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$30,495
Expenses. Total of all expenses incurred2011-12-31$29,888
Benefits paid (including direct rollovers)2011-12-31$29,600
Total plan assets at end of year2011-12-31$922,895
Total plan assets at beginning of year2011-12-31$922,288
Value of fidelity bond covering the plan2011-12-31$953,773
Total contributions received or receivable from participants2011-12-31$53,287
Expenses. Other expenses not covered elsewhere2011-12-31$288
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-22,792
Net income (gross income less expenses)2011-12-31$607
Net plan assets at end of year (total assets less liabilities)2011-12-31$922,895
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$922,288
Assets. Value of participant loans2011-12-31$50,613
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : P & W, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$155,134
Expenses. Total of all expenses incurred2010-12-31$186,600
Benefits paid (including direct rollovers)2010-12-31$186,576
Total plan assets at end of year2010-12-31$922,288
Total plan assets at beginning of year2010-12-31$953,754
Value of fidelity bond covering the plan2010-12-31$953,773
Total contributions received or receivable from participants2010-12-31$63,740
Expenses. Other expenses not covered elsewhere2010-12-31$24
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$91,394
Net income (gross income less expenses)2010-12-31$-31,466
Net plan assets at end of year (total assets less liabilities)2010-12-31$922,288
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$953,754
Assets. Value of participant loans2010-12-31$21,457
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : P & W, INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for P & W, INC. 401(K) PLAN

2011: P & W, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: P & W, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813576
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813576
Policy instance 1

Potentially related plans

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