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CSW, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCSW, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CSW, INC. 401(K) PROFIT SHARING 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CSW, INC. has sponsored the creation of one or more 401k plans.

Company Name:CSW, INC.
Employer identification number (EIN):042226585
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CSW, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01SUSAN ALVES2024-03-08
0022021-10-01SUSAN ALVES2023-04-27
0022020-10-01SUSAN ALVES2022-06-23
0022019-10-01ANN LUKASIK2021-05-26
0022018-10-01ANN LUKASIK2020-06-05
0022017-10-01ANN LUKASIK2019-07-09
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01ANN LUKASIK
0022012-10-01ANN LUKASIK
0022011-10-01ANN LUKASIK
0022010-10-01ANN LUKASIK
0022009-10-01ANN LUKASIK
0022008-10-01

Financial Data on CSW, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CSW, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-10-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-01$0
Total income from all sources (including contributions)2023-10-01$3,852,759
Total loss/gain on sale of assets2023-10-01$0
Total of all expenses incurred2023-10-01$808,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-01$748,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-01$761,468
Value of total assets at end of year2023-10-01$16,030,378
Value of total assets at beginning of year2023-10-01$12,985,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-01$59,577
Total interest from all sources2023-10-01$24,509
Total dividends received (eg from common stock, registered investment company shares)2023-10-01$33,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-01$33,125
Was this plan covered by a fidelity bond2023-10-01Yes
Value of fidelity bond cover2023-10-01$500,000
If this is an individual account plan, was there a blackout period2023-10-01No
Were there any nonexempt tranactions with any party-in-interest2023-10-01No
Contributions received from participants2023-10-01$602,424
Participant contributions at end of year2023-10-01$138,535
Participant contributions at beginning of year2023-10-01$117,425
Assets. Other investments not covered elsewhere at end of year2023-10-01$21,776
Assets. Other investments not covered elsewhere at beginning of year2023-10-01$21,639
Other income not declared elsewhere2023-10-01$2,128
Administrative expenses (other) incurred2023-10-01$59,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-01No
Value of net income/loss2023-10-01$3,044,632
Value of net assets at end of year (total assets less liabilities)2023-10-01$16,030,378
Value of net assets at beginning of year (total assets less liabilities)2023-10-01$12,985,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-01No
Were any leases to which the plan was party in default or uncollectible2023-10-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-01$2,543,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-01$1,604,906
Interest on participant loans2023-10-01$10,966
Interest earned on other investments2023-10-01$13,543
Value of interest in common/collective trusts at end of year2023-10-01$12,445,735
Value of interest in common/collective trusts at beginning of year2023-10-01$10,370,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-10-01$880,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-10-01$871,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-10-01$558,769
Net investment gain or loss from common/collective trusts2023-10-01$2,472,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-01No
Was there a failure to transmit to the plan any participant contributions2023-10-01No
Has the plan failed to provide any benefit when due under the plan2023-10-01No
Contributions received in cash from employer2023-10-01$159,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-01$748,550
Did the plan have assets held for investment2023-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-01No
Opinion of an independent qualified public accountant for this plan2023-10-011
Accountancy firm name2023-10-01CARON & BLETZER, PLLC
Accountancy firm EIN2023-10-01043499945
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$2,276,895
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,332,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$1,277,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$713,121
Value of total assets at end of year2023-09-30$12,985,746
Value of total assets at beginning of year2023-09-30$12,041,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$54,278
Total interest from all sources2023-09-30$16,822
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$954,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$954,873
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$550,202
Participant contributions at end of year2023-09-30$117,425
Participant contributions at beginning of year2023-09-30$113,600
Assets. Other investments not covered elsewhere at end of year2023-09-30$21,639
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$21,372
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$17,661
Other income not declared elsewhere2023-09-30$36,831
Administrative expenses (other) incurred2023-09-30$54,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$944,740
Value of net assets at end of year (total assets less liabilities)2023-09-30$12,985,746
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$12,041,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$1,604,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$11,083,238
Interest on participant loans2023-09-30$5,534
Interest earned on other investments2023-09-30$11,288
Value of interest in common/collective trusts at end of year2023-09-30$10,370,102
Value of interest in common/collective trusts at beginning of year2023-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$871,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$822,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$601,318
Net investment gain or loss from common/collective trusts2023-09-30$-46,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$145,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,277,877
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2023-09-30043499945
2022 : CSW, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total income from all sources (including contributions)2022-10-01$2,276,895
Total loss/gain on sale of assets2022-10-01$0
Total of all expenses incurred2022-10-01$1,332,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-01$1,277,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-01$713,121
Value of total assets at end of year2022-10-01$12,985,746
Value of total assets at beginning of year2022-10-01$12,041,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-01$54,278
Total interest from all sources2022-10-01$16,822
Total dividends received (eg from common stock, registered investment company shares)2022-10-01$954,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-01$954,873
Was this plan covered by a fidelity bond2022-10-01Yes
Value of fidelity bond cover2022-10-01$500,000
If this is an individual account plan, was there a blackout period2022-10-01No
Were there any nonexempt tranactions with any party-in-interest2022-10-01No
Contributions received from participants2022-10-01$550,202
Participant contributions at end of year2022-10-01$117,425
Participant contributions at beginning of year2022-10-01$113,600
Assets. Other investments not covered elsewhere at end of year2022-10-01$21,639
Assets. Other investments not covered elsewhere at beginning of year2022-10-01$21,372
Income. Received or receivable in cash from other sources (including rollovers)2022-10-01$17,661
Other income not declared elsewhere2022-10-01$36,831
Administrative expenses (other) incurred2022-10-01$54,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Value of net income/loss2022-10-01$944,740
Value of net assets at end of year (total assets less liabilities)2022-10-01$12,985,746
Value of net assets at beginning of year (total assets less liabilities)2022-10-01$12,041,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-01No
Were any leases to which the plan was party in default or uncollectible2022-10-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-01$1,604,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-01$11,083,238
Interest on participant loans2022-10-01$5,534
Interest earned on other investments2022-10-01$11,288
Value of interest in common/collective trusts at end of year2022-10-01$10,370,102
Value of interest in common/collective trusts at beginning of year2022-10-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-01$871,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-01$822,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-01$601,318
Net investment gain or loss from common/collective trusts2022-10-01$-46,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-01No
Was there a failure to transmit to the plan any participant contributions2022-10-01No
Has the plan failed to provide any benefit when due under the plan2022-10-01No
Contributions received in cash from employer2022-10-01$145,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-01$1,277,877
Did the plan have assets held for investment2022-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-01No
Opinion of an independent qualified public accountant for this plan2022-10-011
Accountancy firm name2022-10-01CARON & BLETZER, PLLC
Accountancy firm EIN2022-10-01043499945
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-2,114,572
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,111,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,071,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$749,125
Value of total assets at end of year2022-09-30$12,041,006
Value of total assets at beginning of year2022-09-30$15,267,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$40,334
Total interest from all sources2022-09-30$14,361
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,180,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,180,069
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$546,282
Participant contributions at end of year2022-09-30$113,600
Participant contributions at beginning of year2022-09-30$100,510
Assets. Other investments not covered elsewhere at end of year2022-09-30$21,372
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$33,791
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$68,227
Other income not declared elsewhere2022-09-30$39,543
Administrative expenses (other) incurred2022-09-30$40,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,226,162
Value of net assets at end of year (total assets less liabilities)2022-09-30$12,041,006
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$15,267,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$11,083,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$13,892,859
Interest on participant loans2022-09-30$4,537
Interest earned on other investments2022-09-30$9,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$822,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,240,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-4,097,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$134,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,071,256
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2022-09-30043499945
2021 : CSW, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,328,581
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$674,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$632,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$595,306
Value of total assets at end of year2021-09-30$15,267,168
Value of total assets at beginning of year2021-09-30$12,613,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$42,087
Total interest from all sources2021-09-30$20,333
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$592,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$592,263
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$531,996
Participant contributions at end of year2021-09-30$100,510
Participant contributions at beginning of year2021-09-30$141,212
Assets. Other investments not covered elsewhere at end of year2021-09-30$33,791
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$33,093
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$5,094
Other income not declared elsewhere2021-09-30$41,696
Administrative expenses (other) incurred2021-09-30$42,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,654,115
Value of net assets at end of year (total assets less liabilities)2021-09-30$15,267,168
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$12,613,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$13,892,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$10,995,355
Interest on participant loans2021-09-30$6,370
Interest earned on other investments2021-09-30$13,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,240,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,443,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,078,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$58,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$632,379
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2021-09-30043191789
2020 : CSW, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,796,822
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$220,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$169,748
Expenses. Certain deemed distributions of participant loans2020-09-30$11,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$669,599
Value of total assets at end of year2020-09-30$12,613,053
Value of total assets at beginning of year2020-09-30$11,037,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$39,767
Total interest from all sources2020-09-30$22,283
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$522,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$522,735
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$519,887
Participant contributions at end of year2020-09-30$141,212
Participant contributions at beginning of year2020-09-30$153,294
Assets. Other investments not covered elsewhere at end of year2020-09-30$33,093
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$32,306
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$21,096
Other income not declared elsewhere2020-09-30$37,100
Administrative expenses (other) incurred2020-09-30$39,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,575,975
Value of net assets at end of year (total assets less liabilities)2020-09-30$12,613,053
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$11,037,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$10,995,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$9,825,414
Interest on participant loans2020-09-30$8,144
Interest earned on other investments2020-09-30$14,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,443,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,026,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$545,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$128,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$169,748
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2020-09-30043191789
2019 : CSW, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,127,961
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,262,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,177,641
Expenses. Certain deemed distributions of participant loans2019-09-30$33,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$695,300
Value of total assets at end of year2019-09-30$11,037,078
Value of total assets at beginning of year2019-09-30$11,172,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$52,136
Total interest from all sources2019-09-30$14,974
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$681,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$681,519
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$495,001
Participant contributions at end of year2019-09-30$153,294
Participant contributions at beginning of year2019-09-30$228,476
Assets. Other investments not covered elsewhere at end of year2019-09-30$32,306
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$31,431
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$63,889
Other income not declared elsewhere2019-09-30$49,298
Administrative expenses (other) incurred2019-09-30$52,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-135,031
Value of net assets at end of year (total assets less liabilities)2019-09-30$11,037,078
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$11,172,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$9,825,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$9,820,548
Interest on participant loans2019-09-30$13,705
Interest earned on other investments2019-09-30$1,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,026,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,091,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-313,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$136,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,177,641
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2019-09-30043191789
2018 : CSW, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,636,987
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,868,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,833,161
Expenses. Certain deemed distributions of participant loans2018-09-30$-1,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$806,746
Value of total assets at end of year2018-09-30$11,172,109
Value of total assets at beginning of year2018-09-30$11,404,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$36,849
Total interest from all sources2018-09-30$24,805
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$357,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$357,102
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$472,446
Participant contributions at end of year2018-09-30$228,476
Participant contributions at beginning of year2018-09-30$199,928
Assets. Other investments not covered elsewhere at end of year2018-09-30$31,431
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$30,483
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$200,313
Other income not declared elsewhere2018-09-30$37,489
Administrative expenses (other) incurred2018-09-30$36,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-231,949
Value of net assets at end of year (total assets less liabilities)2018-09-30$11,172,109
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$11,404,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$9,820,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$10,016,746
Interest on participant loans2018-09-30$10,358
Interest earned on other investments2018-09-30$14,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,091,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$1,156,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$410,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$133,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,833,161
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2018-09-30043191789
2017 : CSW, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,099,248
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,119,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,115,899
Expenses. Certain deemed distributions of participant loans2017-09-30$-2,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$655,509
Value of total assets at end of year2017-09-30$11,404,058
Value of total assets at beginning of year2017-09-30$10,424,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$6,942
Total interest from all sources2017-09-30$25,410
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$317,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$317,511
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$497,642
Participant contributions at end of year2017-09-30$199,928
Participant contributions at beginning of year2017-09-30$160,294
Assets. Other investments not covered elsewhere at end of year2017-09-30$30,483
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$29,482
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$28,232
Administrative expenses (other) incurred2017-09-30$6,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$979,283
Value of net assets at end of year (total assets less liabilities)2017-09-30$11,404,058
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$10,424,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$10,016,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$8,895,920
Interest on participant loans2017-09-30$10,401
Interest earned on other investments2017-09-30$15,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$1,156,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$1,339,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,100,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$129,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,115,899
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2017-09-30043191789
2016 : CSW, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,607,923
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$244,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$228,076
Expenses. Certain deemed distributions of participant loans2016-09-30$10,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$647,063
Value of total assets at end of year2016-09-30$10,424,775
Value of total assets at beginning of year2016-09-30$9,060,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$5,873
Total interest from all sources2016-09-30$23,891
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$409,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$409,497
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$500,938
Participant contributions at end of year2016-09-30$160,294
Participant contributions at beginning of year2016-09-30$217,694
Assets. Other investments not covered elsewhere at end of year2016-09-30$29,482
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$28,445
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$12,484
Other income not declared elsewhere2016-09-30$8,296
Administrative expenses (other) incurred2016-09-30$5,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,363,784
Value of net assets at end of year (total assets less liabilities)2016-09-30$10,424,775
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$9,060,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$8,895,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,661,647
Interest on participant loans2016-09-30$8,185
Interest earned on other investments2016-09-30$15,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$1,339,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$1,153,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$519,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$133,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$228,076
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2016-09-30043191789
2015 : CSW, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$456,743
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$253,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$247,459
Expenses. Certain deemed distributions of participant loans2015-09-30$1,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$598,176
Value of total assets at end of year2015-09-30$9,060,991
Value of total assets at beginning of year2015-09-30$8,858,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$4,832
Total interest from all sources2015-09-30$26,153
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$298,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$298,405
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$465,106
Participant contributions at end of year2015-09-30$217,694
Participant contributions at beginning of year2015-09-30$202,414
Assets. Other investments not covered elsewhere at end of year2015-09-30$28,445
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$27,372
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$9,708
Other income not declared elsewhere2015-09-30$5,579
Administrative expenses (other) incurred2015-09-30$4,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$202,971
Value of net assets at end of year (total assets less liabilities)2015-09-30$9,060,991
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$8,858,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,661,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$7,406,846
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Interest on participant loans2015-09-30$10,325
Interest earned on other investments2015-09-30$15,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$1,153,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,221,388
Net gain/loss from 103.12 investment entities2015-09-30$-471,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$123,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$247,459
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2015-09-30043191789
2014 : CSW, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,388,048
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$361,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$357,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$580,472
Value of total assets at end of year2014-09-30$8,858,020
Value of total assets at beginning of year2014-09-30$7,831,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$4,199
Total interest from all sources2014-09-30$98,519
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$439,141
Participant contributions at end of year2014-09-30$202,414
Participant contributions at beginning of year2014-09-30$151,490
Assets. Other investments not covered elsewhere at end of year2014-09-30$27,372
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$26,268
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$13,127
Other income not declared elsewhere2014-09-30$797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,026,339
Value of net assets at end of year (total assets less liabilities)2014-09-30$8,858,020
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$7,831,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$7,406,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$0
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$6,537,497
Interest on participant loans2014-09-30$8,238
Interest earned on other investments2014-09-30$90,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,221,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,116,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$708,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$128,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$357,510
Contract administrator fees2014-09-30$4,199
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2014-09-30043191789
2013 : CSW, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,533,703
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$272,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$221,076
Expenses. Certain deemed distributions of participant loans2013-09-30$41,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$561,656
Value of total assets at end of year2013-09-30$7,831,681
Value of total assets at beginning of year2013-09-30$6,570,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$9,303
Total interest from all sources2013-09-30$39,884
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$429,022
Participant contributions at end of year2013-09-30$151,490
Participant contributions at beginning of year2013-09-30$195,274
Assets. Other investments not covered elsewhere at end of year2013-09-30$26,268
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$25,147
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$11,910
Other income not declared elsewhere2013-09-30$1,121
Administrative expenses (other) incurred2013-09-30$1,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,261,633
Value of net assets at end of year (total assets less liabilities)2013-09-30$7,831,681
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$6,570,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in pooled separate accounts at end of year2013-09-30$6,537,497
Value of interest in pooled separate accounts at beginning of year2013-09-30$5,337,166
Interest on participant loans2013-09-30$6,368
Interest earned on other investments2013-09-30$33,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,116,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,012,461
Net investment gain/loss from pooled separate accounts2013-09-30$931,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$120,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$221,076
Contract administrator fees2013-09-30$8,242
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2013-09-30043191789
2012 : CSW, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,613,587
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$508,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$505,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$568,109
Value of total assets at end of year2012-09-30$6,570,048
Value of total assets at beginning of year2012-09-30$5,465,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$3,246
Total interest from all sources2012-09-30$9,445
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$24,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$24,975
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$427,693
Participant contributions at end of year2012-09-30$195,274
Participant contributions at beginning of year2012-09-30$233,392
Assets. Other investments not covered elsewhere at end of year2012-09-30$25,147
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$43,535
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$16,736
Other income not declared elsewhere2012-09-30$1,508
Administrative expenses (other) incurred2012-09-30$1,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,104,638
Value of net assets at end of year (total assets less liabilities)2012-09-30$6,570,048
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$5,465,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$5,337,166
Value of interest in pooled separate accounts at beginning of year2012-09-30$4,407,280
Interest on participant loans2012-09-30$9,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,012,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$781,203
Net investment gain/loss from pooled separate accounts2012-09-30$1,009,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$123,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$505,703
Contract administrator fees2012-09-30$1,825
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2012-09-30043191789
2011 : CSW, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$2,118
Total unrealized appreciation/depreciation of assets2011-09-30$2,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$394,625
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$579,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$566,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$577,396
Value of total assets at end of year2011-09-30$5,465,410
Value of total assets at beginning of year2011-09-30$5,650,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$13,494
Total interest from all sources2011-09-30$7,717
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$26,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$26,501
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$426,839
Participant contributions at end of year2011-09-30$233,392
Participant contributions at beginning of year2011-09-30$169,590
Assets. Other investments not covered elsewhere at end of year2011-09-30$43,535
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$41,417
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$27,032
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$24,286
Other income not declared elsewhere2011-09-30$889
Administrative expenses (other) incurred2011-09-30$12,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-184,910
Value of net assets at end of year (total assets less liabilities)2011-09-30$5,465,410
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,650,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$4,407,280
Value of interest in pooled separate accounts at beginning of year2011-09-30$4,409,543
Interest on participant loans2011-09-30$7,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$781,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$1,029,733
Net investment gain/loss from pooled separate accounts2011-09-30$-219,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$123,525
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$541,755
Contract administrator fees2011-09-30$940
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2011-09-30043191789
2010 : CSW, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CSW, INC. 401(K) PROFIT SHARING PLAN

2022: CSW, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: CSW, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: CSW, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: CSW, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: CSW, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: CSW, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: CSW, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CSW, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CSW, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: CSW, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: CSW, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: CSW, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: CSW, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: CSW, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: CSW, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878588
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370694-01
Policy instance 3
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878588
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878588
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878588
Policy instance 2
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 80829 )
Policy contract number934/935
Policy instance 1

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