401k Plan data: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST plan

THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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

CAPE CORAL PLUMBING, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPE CORAL PLUMBING, INC.

Employer identification number (EIN): 592514110

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEFFANY PENFIELD 2023-08-04 STEFFANY PENFIELD 2023-08-04
001 2021-01-01 JASON PENN 2022-03-02 JASON PENN 2022-03-02
001 2020-01-01
001 2019-01-01
001 2018-01-01 LELAND RITTER LELAND RITTER 2019-06-06
001 2017-01-01 LELAND RITTER LELAND RITTER 2018-06-20
001 2016-01-01 LELAND RITTER LELAND RITTER 2017-04-12
001 2015-01-01 LELAND RITTER LELAND RITTER 2016-04-06
001 2014-01-01 LELAND RITTER JR. LELAND RITTER JR. 2015-04-29
001 2013-01-01 LELAND RITTER LELAND RITTER 2014-08-01
001 2012-01-01 LELAND RITTER JR. LELAND RITTER JR. 2013-06-27
001 2011-01-01 LELAND RITTER LELAND RITTER 2012-05-17
001 2009-01-01 LELAND RITTER JR. LELAND RITTER JR. 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEFFANY PENFIELD	2023-08-04	STEFFANY PENFIELD	2023-08-04
001	2021-01-01	JASON PENN	2022-03-02	JASON PENN	2022-03-02
001	2020-01-01
001	2019-01-01
001	2018-01-01	LELAND RITTER		LELAND RITTER	2019-06-06
001	2017-01-01	LELAND RITTER		LELAND RITTER	2018-06-20
001	2016-01-01	LELAND RITTER		LELAND RITTER	2017-04-12
001	2015-01-01	LELAND RITTER		LELAND RITTER	2016-04-06
001	2014-01-01	LELAND RITTER JR.		LELAND RITTER JR.	2015-04-29
001	2013-01-01	LELAND RITTER		LELAND RITTER	2014-08-01
001	2012-01-01	LELAND RITTER JR.		LELAND RITTER JR.	2013-06-27
001	2011-01-01	LELAND RITTER		LELAND RITTER	2012-05-17
001	2009-01-01	LELAND RITTER JR.		LELAND RITTER JR.	2010-10-12

Plan Statistics for THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 24
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 53
Number of participants with account balances 2021-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
Number of retired or separated participants receiving benefits 2020-01-01 22
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 53
Number of participants with account balances 2020-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
Number of retired or separated participants receiving benefits 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 56
Number of participants with account balances 2019-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 79
Total participants 2018-01-01 79
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 42
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 43
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 42
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 42
2013: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 17
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	24
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	53
Number of participants with account balances	2021-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
Number of retired or separated participants receiving benefits	2020-01-01	22
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	53
Number of participants with account balances	2020-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
Number of retired or separated participants receiving benefits	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	56
Number of participants with account balances	2019-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	79
Total participants	2018-01-01	79
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	42
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	43
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	42
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	42
2013: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	17
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$203,595
Expenses. Total of all expenses incurred	2021-12-31	$1,071,535
Benefits paid (including direct rollovers)	2021-12-31	$1,071,310
Total plan assets at end of year	2021-12-31	$1,253,932
Total plan assets at beginning of year	2021-12-31	$2,121,872
Total contributions received or receivable from participants	2021-12-31	$59,427
Other income received	2021-12-31	$97,634
Net income (gross income less expenses)	2021-12-31	$-867,940
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,253,932
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,121,872
Assets. Value of participant loans	2021-12-31	$5,516
Total contributions received or receivable from employer(s)	2021-12-31	$46,534
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$333,040
Expenses. Total of all expenses incurred	2020-12-31	$116,987
Benefits paid (including direct rollovers)	2020-12-31	$113,107
Total plan assets at end of year	2020-12-31	$2,121,871
Total plan assets at beginning of year	2020-12-31	$1,905,818
Total contributions received or receivable from participants	2020-12-31	$71,767
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$217,719
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$216,053
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,121,871
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,905,818
Assets. Value of participant loans	2020-12-31	$10,822
Total contributions received or receivable from employer(s)	2020-12-31	$43,554
Value of certain deemed distributions of participant loans	2020-12-31	$3,405
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$396,012
Expenses. Total of all expenses incurred	2019-12-31	$11,951
Benefits paid (including direct rollovers)	2019-12-31	$8,981
Total plan assets at end of year	2019-12-31	$1,905,818
Total plan assets at beginning of year	2019-12-31	$1,521,757
Total contributions received or receivable from participants	2019-12-31	$80,402
Other income received	2019-12-31	$269,782
Net income (gross income less expenses)	2019-12-31	$384,061
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,905,818
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,521,757
Assets. Value of participant loans	2019-12-31	$13,537
Total contributions received or receivable from employer(s)	2019-12-31	$45,828
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$61,868
Expenses. Total of all expenses incurred	2018-12-31	$14,216
Benefits paid (including direct rollovers)	2018-12-31	$11,193
Total plan assets at end of year	2018-12-31	$1,521,756
Total plan assets at beginning of year	2018-12-31	$1,474,104
Total contributions received or receivable from participants	2018-12-31	$78,019
Other income received	2018-12-31	$-80,093
Net income (gross income less expenses)	2018-12-31	$47,652
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,521,756
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,474,104
Assets. Value of participant loans	2018-12-31	$23,132
Total contributions received or receivable from employer(s)	2018-12-31	$63,942
Value of corrective distributions	2018-12-31	$2,773
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$267,196
Expenses. Total of all expenses incurred	2017-12-31	$33,801
Benefits paid (including direct rollovers)	2017-12-31	$23,857
Total plan assets at end of year	2017-12-31	$1,474,104
Total plan assets at beginning of year	2017-12-31	$1,240,709
Total contributions received or receivable from participants	2017-12-31	$56,193
Other income received	2017-12-31	$175,846
Net income (gross income less expenses)	2017-12-31	$233,395
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,474,104
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,240,709
Assets. Value of participant loans	2017-12-31	$29,748
Total contributions received or receivable from employer(s)	2017-12-31	$35,157
Value of certain deemed distributions of participant loans	2017-12-31	$6,915
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$184,250
Expenses. Total of all expenses incurred	2016-12-31	$236,768
Benefits paid (including direct rollovers)	2016-12-31	$233,680
Total plan assets at end of year	2016-12-31	$1,240,709
Total plan assets at beginning of year	2016-12-31	$1,293,227
Total contributions received or receivable from participants	2016-12-31	$67,229
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$74,389
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-52,518
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,240,709
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,293,227
Assets. Value of participant loans	2016-12-31	$38,568
Total contributions received or receivable from employer(s)	2016-12-31	$42,632
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$153,817
Expenses. Total of all expenses incurred	2015-12-31	$5,238
Benefits paid (including direct rollovers)	2015-12-31	$2,300
Total plan assets at end of year	2015-12-31	$1,293,227
Total plan assets at beginning of year	2015-12-31	$1,144,648
Total contributions received or receivable from participants	2015-12-31	$70,432
Other income received	2015-12-31	$2,464
Net income (gross income less expenses)	2015-12-31	$148,579
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,293,227
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,144,648
Assets. Value of participant loans	2015-12-31	$46,298
Total contributions received or receivable from employer(s)	2015-12-31	$80,921
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$165,161
Expenses. Total of all expenses incurred	2014-12-31	$132,021
Benefits paid (including direct rollovers)	2014-12-31	$129,419
Total plan assets at end of year	2014-12-31	$1,144,648
Total plan assets at beginning of year	2014-12-31	$1,111,508
Total contributions received or receivable from participants	2014-12-31	$43,707
Other income received	2014-12-31	$53,967
Net income (gross income less expenses)	2014-12-31	$33,140
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,144,648
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,111,508
Assets. Value of participant loans	2014-12-31	$25,931
Total contributions received or receivable from employer(s)	2014-12-31	$67,487
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$208,834
Expenses. Total of all expenses incurred	2013-12-31	$22,371
Benefits paid (including direct rollovers)	2013-12-31	$20,900
Total plan assets at end of year	2013-12-31	$1,111,508
Total plan assets at beginning of year	2013-12-31	$925,045
Total contributions received or receivable from participants	2013-12-31	$32,939
Other income received	2013-12-31	$114,789
Net income (gross income less expenses)	2013-12-31	$186,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,111,508
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$925,045
Assets. Value of participant loans	2013-12-31	$28,160
Total contributions received or receivable from employer(s)	2013-12-31	$61,106
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$108,827
Expenses. Total of all expenses incurred	2012-12-31	$7,848
Benefits paid (including direct rollovers)	2012-12-31	$6,000
Total plan assets at end of year	2012-12-31	$925,045
Total plan assets at beginning of year	2012-12-31	$824,066
Total contributions received or receivable from participants	2012-12-31	$24,081
Other income received	2012-12-31	$74,746
Net income (gross income less expenses)	2012-12-31	$100,979
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$925,045
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$824,066
Assets. Value of participant loans	2012-12-31	$46,784
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$40,583
Expenses. Total of all expenses incurred	2011-12-31	$24,681
Benefits paid (including direct rollovers)	2011-12-31	$21,223
Total plan assets at end of year	2011-12-31	$824,066
Total plan assets at beginning of year	2011-12-31	$808,164
Total contributions received or receivable from participants	2011-12-31	$19,116
Other income received	2011-12-31	$1,467
Net income (gross income less expenses)	2011-12-31	$15,902
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$824,066
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$808,164
Assets. Value of participant loans	2011-12-31	$43,140
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$88,639
Expenses. Total of all expenses incurred	2010-12-31	$71,741
Benefits paid (including direct rollovers)	2010-12-31	$59,241
Total plan assets at end of year	2010-12-31	$808,164
Total plan assets at beginning of year	2010-12-31	$791,266
Total contributions received or receivable from participants	2010-12-31	$22,016
Other income received	2010-12-31	$66,623
Net income (gross income less expenses)	2010-12-31	$16,898
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$808,164
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$791,266
Assets. Value of participant loans	2010-12-31	$52,366
Value of certain deemed distributions of participant loans	2010-12-31	$10,774
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST

2021: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE CAPE CORAL PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	53
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	56
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	47
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	41
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	47
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	46
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	46
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	26
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $451
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $451
Insurance broker organization code?	5
Insurance broker name	PENSION CONSULTANTS & ADMINISTRATOR

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	25
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $686
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $686
Insurance broker organization code?	5
Insurance broker name	PENSION CONSULTANTS & ADMINISTRATOR

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	20
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU282

Policy instance

Insurance contract or identification number	PHU282
Number of Individuals Covered	26
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

Potentially related plans

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Company Name:	CAPE CORAL PLUMBING, INC.
Employer identification number (EIN):	592514110
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors