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CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CASTRO VALLEY PLUMBING & HEATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASTRO VALLEY PLUMBING & HEATING, INC.
Employer identification number (EIN):943241008
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01KERRIE MAR2024-09-15 KERRIE MAR2024-09-15
0012022-03-01KERRIE MAR2023-09-20 KERRIE MAR2023-09-20
0012021-03-01KERRIE MAR2022-09-26 KERRIE MAR2022-09-26
0012020-02-29KERRIE MAR2021-09-16 KERRIE MAR2021-09-16
0012019-03-01KERRIE MAR2020-09-15 KERRIE MAR2020-09-15
0012018-03-01KERRIE MAR2019-09-13 KERRIE MAR2019-09-13
0012017-03-01KERRIE MAR2018-09-13 KERRIE MAR2018-09-13
0012016-03-01KERRIE MAR2017-09-01 KERRIE MAR2017-09-01
0012015-03-01KERRIE MAR2016-09-12
0012014-03-01KERRIE MAR2015-09-03
0012013-03-01KERRIE MAR2014-09-18
0012012-03-01KERRIE MAR2013-08-22
0012011-03-01KERRIE MAR2012-09-17
0012010-07-01KERRIE MAR2011-09-13

Financial Data on CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2024 : CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-150
Total liabilities as of the end of the plan year2024-09-150
Total liabilities as of the beginning of the plan year2024-09-150
Total expenses incurred by plan in this plan year2024-09-150
Net assets as of the end of the plan year2024-09-15395789
Total assets as of the beginning of the plan year2024-09-15351652
Value of plan covered by a fidelity bond2024-09-1540000
Participant contributions to plan in this plan year2024-09-150
Other expenses paid from plan in this plan year2024-09-150
Other contributions to plan in this plan year2024-09-150
Other income to plan in this plan year2024-09-1544137
Plan net income in this plan year2024-09-1544137
Net assets as of the end of the plan year2024-09-15395789
Net assets as of the beginning of the plan year2024-09-15351652
Employer contributions to plan in this plan year2024-09-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-150
2022 : CONTRACTORS AND EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2630008
Net assets as of the end of the plan year2022-09-26387448
Total assets as of the beginning of the plan year2022-09-26403525
Value of plan covered by a fidelity bond2022-09-2650000
Participant contributions to plan in this plan year2022-09-260
Other expenses paid from plan in this plan year2022-09-260
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-2613931
Plan net income in this plan year2022-09-26-16077
Net assets as of the end of the plan year2022-09-26387448
Net assets as of the beginning of the plan year2022-09-26403525
Employer contributions to plan in this plan year2022-09-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-260

Potentially related plans

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