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| Plan Name | THE CONTRACTORS RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | W.G./WELCH MECHANICAL CONTRACTORS LLC |
| Employer identification number (EIN): | 611578136 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-10-01 | SHASTA CURTIS | 2024-02-15 | SHASTA CURTIS | 2024-02-15 |
| 002 | 2021-10-01 | SHASTA CURTIS | 2023-04-28 | SHASTA CURTIS | 2023-04-28 |
| 002 | 2020-10-01 | KIMBERLY WACHTEL | 2022-02-22 | KIMBERLY WACHTEL | 2022-02-22 |
| 002 | 2019-10-01 | KIMBERLY WACHTEL | 2021-03-23 | KIMBERLY WACHTEL | 2021-03-23 |
| 002 | 2018-10-01 | KIMBERLY WACHTEL | 2020-04-13 | KIMBERLY WACHTEL | 2020-04-13 |
| 002 | 2017-10-01 | KIMBERLY WACHTEL | 2019-02-18 | KIMBERLY WACHTEL | 2019-02-18 |
| 002 | 2016-10-01 | KIMBERLY WACHTEL | 2018-01-30 | KIMBERLY WACHTEL | 2018-01-30 |
| 002 | 2015-10-01 | KIMBERLY WACHTEL | 2017-04-06 | KIMBERLY WACHTEL | 2017-04-06 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE CONTRACTORS RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-09 | 8 |
| Total number of particpants at end of year | 2025-05-09 | 8 |
| Number of Participants With Account Balances | 2025-05-09 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data | ||
| Net assets as of the end of the plan year | 2025-05-09 | 120051 |
| Total assets as of the beginning of the plan year | 2025-05-09 | 99710 |
| Value of plan covered by a fidelity bond | 2025-05-09 | 10000 |
| Other income to plan in this plan year | 2025-05-09 | 20341 |
| Plan net income in this plan year | 2025-05-09 | 20341 |
| Net assets as of the end of the plan year | 2025-05-09 | 120051 |
| Net assets as of the beginning of the plan year | 2025-05-09 | 99710 |
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