401k Plan data: E.M. DUGGAN, INC. RETIREMENT PLAN plan

E.M. DUGGAN, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	E.M. DUGGAN, INC. RETIREMENT PLAN
Plan identification number	010

E.M. DUGGAN, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

E.M. DUGGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: E.M. DUGGAN, INC.

Employer identification number (EIN): 042432734

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.M. DUGGAN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2021-10-01
010 2020-10-01
010 2019-10-01
010 2018-10-01
010 2017-10-01 JOHN KULIBABA
010 2016-10-01 JOHN KULIBABA
010 2015-10-01 JOHN KULIBABA
010 2014-10-01 JOHN KULIBABA
010 2013-10-01 JOHN KULIBABA 2015-01-14
010 2012-10-01 JOHN KULIBABA 2013-12-20
010 2011-10-01 JOHN KULIBABA
010 2010-10-01 JOHN KULIBABA
010 2009-10-01 JOHN KULIBABA

Plan Statistics for E.M. DUGGAN, INC. RETIREMENT PLAN

401k plan membership statisitcs for E.M. DUGGAN, INC. RETIREMENT PLAN

Measure Date Value
2021: E.M. DUGGAN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 104
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 23
Total of all active and inactive participants 2021-10-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 127
Number of participants with account balances 2021-10-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 3
2020: E.M. DUGGAN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 94
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 17
Total of all active and inactive participants 2020-10-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 111
Number of participants with account balances 2020-10-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 4
2019: E.M. DUGGAN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 116
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 93
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 15
Total of all active and inactive participants 2019-10-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 108
Number of participants with account balances 2019-10-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 7
2018: E.M. DUGGAN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 92
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 107
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 9
Total of all active and inactive participants 2018-10-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 116
Number of participants with account balances 2018-10-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 3
2017: E.M. DUGGAN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 84
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 8
Total of all active and inactive participants 2017-10-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 92
Number of participants with account balances 2017-10-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 3
2016: E.M. DUGGAN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 85
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 94
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 7
Total of all active and inactive participants 2016-10-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 101
Number of participants with account balances 2016-10-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 3
2015: E.M. DUGGAN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 81
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 83
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 2
Total of all active and inactive participants 2015-10-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 85
Number of participants with account balances 2015-10-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: E.M. DUGGAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 79
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 2
Total of all active and inactive participants 2014-10-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 81
Number of participants with account balances 2014-10-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2011: E.M. DUGGAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 26
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 29
Number of participants with account balances 2011-10-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: E.M. DUGGAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 21
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 5
Total of all active and inactive participants 2010-10-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 26
Number of participants with account balances 2010-10-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 1
2009: E.M. DUGGAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 20
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 5
Total of all active and inactive participants 2009-10-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 26
Number of participants with account balances 2009-10-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2021: E.M. DUGGAN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	104
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	23
Total of all active and inactive participants	2021-10-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	127
Number of participants with account balances	2021-10-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	3
2020: E.M. DUGGAN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	94
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	17
Total of all active and inactive participants	2020-10-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	111
Number of participants with account balances	2020-10-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	4
2019: E.M. DUGGAN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	116
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	93
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	15
Total of all active and inactive participants	2019-10-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	108
Number of participants with account balances	2019-10-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	7
2018: E.M. DUGGAN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	92
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	107
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	9
Total of all active and inactive participants	2018-10-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	116
Number of participants with account balances	2018-10-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	3
2017: E.M. DUGGAN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	84
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	8
Total of all active and inactive participants	2017-10-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	92
Number of participants with account balances	2017-10-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	3
2016: E.M. DUGGAN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	85
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	94
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	7
Total of all active and inactive participants	2016-10-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	101
Number of participants with account balances	2016-10-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	3
2015: E.M. DUGGAN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	81
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	83
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	2
Total of all active and inactive participants	2015-10-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	85
Number of participants with account balances	2015-10-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: E.M. DUGGAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	79
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	2
Total of all active and inactive participants	2014-10-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	81
Number of participants with account balances	2014-10-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2011: E.M. DUGGAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	26
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	29
Number of participants with account balances	2011-10-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: E.M. DUGGAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	21
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	5
Total of all active and inactive participants	2010-10-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	26
Number of participants with account balances	2010-10-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	1
2009: E.M. DUGGAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	20
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	5
Total of all active and inactive participants	2009-10-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	26
Number of participants with account balances	2009-10-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on E.M. DUGGAN, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : E.M. DUGGAN, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-09-30	$0
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-1,241,999
Expenses. Total of all expenses incurred	2022-09-30	$380,590
Benefits paid (including direct rollovers)	2022-09-30	$316,381
Total plan assets at end of year	2022-09-30	$10,865,739
Total plan assets at beginning of year	2022-09-30	$12,488,328
Value of fidelity bond covering the plan	2022-09-30	$500,000
Assets. Value of tangible personal property	2022-09-30	$0
Total contributions received or receivable from participants	2022-09-30	$892,714
Assets. Value of loans (other than to participants)	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$50,186
Other income received	2022-09-30	$-2,430,884
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-1,622,589
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$10,865,739
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$12,488,328
Assets. Value of participant loans	2022-09-30	$116,653
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Assets. Value of real-estate (other than employer real property)	2022-09-30	$0
Assets. Value of employer securities	2022-09-30	$0
Assets. Value of employer real property	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$245,985
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$64,209
2021 : E.M. DUGGAN, INC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$3,213,810
Expenses. Total of all expenses incurred	2021-09-30	$1,200,351
Benefits paid (including direct rollovers)	2021-09-30	$1,126,242
Total plan assets at end of year	2021-09-30	$12,488,328
Total plan assets at beginning of year	2021-09-30	$10,474,869
Value of fidelity bond covering the plan	2021-09-30	$500,000
Assets. Value of tangible personal property	2021-09-30	$0
Total contributions received or receivable from participants	2021-09-30	$729,167
Assets. Value of loans (other than to participants)	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$10,758
Other income received	2021-09-30	$2,260,672
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$2,013,459
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$12,488,328
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$10,474,869
Assets. Value of participant loans	2021-09-30	$131,365
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$0
Assets. Value of real-estate (other than employer real property)	2021-09-30	$0
Assets. Value of employer securities	2021-09-30	$0
Assets. Value of employer real property	2021-09-30	$0
Total contributions received or receivable from employer(s)	2021-09-30	$213,213
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$10,602
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$63,507
2020 : E.M. DUGGAN, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$2,764,164
Expenses. Total of all expenses incurred	2020-09-30	$336,061
Benefits paid (including direct rollovers)	2020-09-30	$309,304
Total plan assets at end of year	2020-09-30	$10,474,869
Total plan assets at beginning of year	2020-09-30	$8,046,766
Value of fidelity bond covering the plan	2020-09-30	$500,000
Assets. Value of tangible personal property	2020-09-30	$0
Total contributions received or receivable from participants	2020-09-30	$766,066
Assets. Value of loans (other than to participants)	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$356,485
Other income received	2020-09-30	$1,414,137
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$2,428,103
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$10,474,869
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$8,046,766
Assets. Value of participant loans	2020-09-30	$111,100
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-09-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$0
Assets. Value of real-estate (other than employer real property)	2020-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-09-30	$0
Assets. Value of employer securities	2020-09-30	$0
Assets. Value of employer real property	2020-09-30	$0
Total contributions received or receivable from employer(s)	2020-09-30	$227,476
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$26,757
2018 : E.M. DUGGAN, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-30	$0
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$1,770,523
Expenses. Total of all expenses incurred	2018-09-30	$725,403
Benefits paid (including direct rollovers)	2018-09-30	$693,451
Total plan assets at end of year	2018-09-30	$8,669,793
Total plan assets at beginning of year	2018-09-30	$7,624,673
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$616,752
Expenses. Other expenses not covered elsewhere	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$114,920
Other income received	2018-09-30	$851,832
Noncash contributions received	2018-09-30	$0
Net income (gross income less expenses)	2018-09-30	$1,045,120
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$8,669,793
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$7,624,673
Assets. Value of participant loans	2018-09-30	$63,974
Total contributions received or receivable from employer(s)	2018-09-30	$187,019
Value of certain deemed distributions of participant loans	2018-09-30	$0
Value of corrective distributions	2018-09-30	$7,993
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$23,959
2017 : E.M. DUGGAN, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$1,986,838
Expenses. Total of all expenses incurred	2017-09-30	$310,174
Benefits paid (including direct rollovers)	2017-09-30	$280,796
Total plan assets at end of year	2017-09-30	$7,624,673
Total plan assets at beginning of year	2017-09-30	$5,948,009
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$547,559
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$180,204
Other income received	2017-09-30	$1,094,361
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$1,676,664
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$7,624,673
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$5,948,009
Assets. Value of participant loans	2017-09-30	$135,700
Total contributions received or receivable from employer(s)	2017-09-30	$164,714
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$10,023
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$19,355
2016 : E.M. DUGGAN, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$1,191,978
Expenses. Total of all expenses incurred	2016-09-30	$64,527
Benefits paid (including direct rollovers)	2016-09-30	$48,940
Total plan assets at end of year	2016-09-30	$5,948,009
Total plan assets at beginning of year	2016-09-30	$4,820,558
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$488,946
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$9,458
Other income received	2016-09-30	$531,790
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$1,127,451
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$5,948,009
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$4,820,558
Assets. Value of participant loans	2016-09-30	$61,468
Total contributions received or receivable from employer(s)	2016-09-30	$161,784
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$15,587
2015 : E.M. DUGGAN, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$369,248
Expenses. Total of all expenses incurred	2015-09-30	$82,872
Benefits paid (including direct rollovers)	2015-09-30	$57,157
Total plan assets at end of year	2015-09-30	$4,820,558
Total plan assets at beginning of year	2015-09-30	$4,534,182
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$350,303
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$36,139
Other income received	2015-09-30	$-120,009
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$286,376
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$4,820,558
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$4,534,182
Assets. Value of participant loans	2015-09-30	$79,686
Total contributions received or receivable from employer(s)	2015-09-30	$102,815
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$25,715
2012 : E.M. DUGGAN, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$732,009
Expenses. Total of all expenses incurred	2012-09-30	$319,283
Benefits paid (including direct rollovers)	2012-09-30	$298,569
Total plan assets at end of year	2012-09-30	$2,926,984
Total plan assets at beginning of year	2012-09-30	$2,514,258
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$164,864
Contributions received from other sources (not participants or employers)	2012-09-30	$42,501
Other income received	2012-09-30	$524,644
Net income (gross income less expenses)	2012-09-30	$412,726
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,926,984
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,514,258
Assets. Value of participant loans	2012-09-30	$81,130
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$20,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : E.M. DUGGAN, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$87,374
Expenses. Total of all expenses incurred	2011-09-30	$168,635
Benefits paid (including direct rollovers)	2011-09-30	$147,226
Total plan assets at end of year	2011-09-30	$2,514,258
Total plan assets at beginning of year	2011-09-30	$2,595,519
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$132,672
Contributions received from other sources (not participants or employers)	2011-09-30	$9,618
Other income received	2011-09-30	$-54,916
Net income (gross income less expenses)	2011-09-30	$-81,261
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,514,258
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,595,519
Assets. Value of participant loans	2011-09-30	$78,813
Total contributions received or receivable from employer(s)	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$21,409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : E.M. DUGGAN, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for E.M. DUGGAN, INC. RETIREMENT PLAN

2021: E.M. DUGGAN, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: E.M. DUGGAN, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: E.M. DUGGAN, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: E.M. DUGGAN, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: E.M. DUGGAN, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: E.M. DUGGAN, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: E.M. DUGGAN, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: E.M. DUGGAN, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2011: E.M. DUGGAN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: E.M. DUGGAN, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: E.M. DUGGAN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	E.M. DUGGAN, INC.
Employer identification number (EIN):	042432734
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors