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Plan Name | JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JAMES H RUSSELL & SON INC |
Employer identification number (EIN): | 953167706 |
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 |
---|---|---|---|---|---|
001 | 2017-01-01 | MARCIA RUSSELL | 2019-10-07 | MARCIA RUSSELL | 2019-10-07 |
001 | 2016-01-01 | MARCIA RUSSELL | 2017-05-04 | ||
001 | 2015-01-01 | MARCIA RUSSELL | 2016-05-24 | ||
001 | 2014-01-01 | MARCIA RUSSELL | 2015-05-07 | ||
001 | 2013-01-01 | MARCIA RUSSELL | |||
001 | 2012-01-01 | MARCIA RUSSELL | 2013-06-28 | ||
001 | 2011-01-01 | MARCIA RUSSELL | 2013-09-18 | ||
001 | 2010-01-01 | MARCIA RUSSELL | 2011-06-28 | ||
001 | 2009-01-01 | ||||
001 | 2009-01-01 | MARCIA RUSSELL | MARCIA RUSSELL | 2010-06-23 |
Measure | Date | Value |
---|---|---|
2013: JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2009: JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $-47,536 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $800 |
Total plan assets at beginning of year | 2013-12-31 | $48,336 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $797 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $-48,333 |
Net income (gross income less expenses) | 2013-12-31 | $-47,536 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $800 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,336 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2013: JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN 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 |
2009: JAMES H RUSSELL SON INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 266923 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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