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JOHN ROBERTSON PLUMBING RETIREMENT PLAN 401k Plan overview

Plan NameJOHN ROBERTSON PLUMBING RETIREMENT PLAN
Plan identification number 002

JOHN ROBERTSON PLUMBING RETIREMENT 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.
  • 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

JOHN ROBERTSON PLUMBING, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN ROBERTSON PLUMBING, INC.
Employer identification number (EIN):611108110
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROBERTSON PLUMBING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEREMY J. SCHIRA2024-03-14
0022022-01-01JEREMY J. SCHIRA2023-04-12
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01

Financial Data on JOHN ROBERTSON PLUMBING RETIREMENT PLAN

Measure Date Value
2025 : JOHN ROBERTSON PLUMBING RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-2425088
Net assets as of the end of the plan year2025-02-241358155
Total assets as of the beginning of the plan year2025-02-241054570
Value of plan covered by a fidelity bond2025-02-24200000
Participant contributions to plan in this plan year2025-02-240
Other contributions to plan in this plan year2025-02-240
Other income to plan in this plan year2025-02-24198673
Plan net income in this plan year2025-02-24303585
Net assets as of the end of the plan year2025-02-241358155
Net assets as of the beginning of the plan year2025-02-241054570
Employer contributions to plan in this plan year2025-02-24130000
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-247850
2024 : JOHN ROBERTSON PLUMBING RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1450253
Net assets as of the end of the plan year2024-03-141054570
Total assets as of the beginning of the plan year2024-03-14799372
Value of plan covered by a fidelity bond2024-03-14200000
Participant contributions to plan in this plan year2024-03-140
Other contributions to plan in this plan year2024-03-140
Other income to plan in this plan year2024-03-14173451
Plan net income in this plan year2024-03-14255198
Net assets as of the end of the plan year2024-03-141054570
Net assets as of the beginning of the plan year2024-03-14799372
Employer contributions to plan in this plan year2024-03-14132000
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-145941

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