401k Plan data: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN plan

POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan Name	POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN
Plan identification number	001

POMEROY ELECTRIC INCORPORATED 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.
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

POMEROY ELECTRIC INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: POMEROY ELECTRIC INCORPORATED

Employer identification number (EIN): 050539082

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Additional information about POMEROY ELECTRIC INCORPORATED

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2002-11-13

Company Identification Number: P02000121381

Legal Registered Office Address: 3131 S.W. 13TH DRIVE

DEERFIELD BEACH

33442

More information about POMEROY ELECTRIC INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2017-01-01 JIM POWERS
001 2015-01-01 JIM POWERS
001 2014-01-01 JIM POWERS
001 2013-01-01 JAN BOSCO
001 2012-01-01 STEPHEN C. POMEROY STEPHEN C. POMEROY 2013-09-19
001 2011-01-01 STEPHEN C. POMEROY
001 2010-01-01 JAN BOSCO
001 2009-01-01 JAN BOSCO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2017-01-01	JIM POWERS
001	2015-01-01	JIM POWERS
001	2014-01-01	JIM POWERS
001	2013-01-01	JAN BOSCO
001	2012-01-01	STEPHEN C. POMEROY	STEPHEN C. POMEROY	2013-09-19
001	2011-01-01	STEPHEN C. POMEROY
001	2010-01-01	JAN BOSCO
001	2009-01-01	JAN BOSCO

Plan Statistics for POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN

Measure Date Value
2020: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 109
Number of participants with account balances 2020-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2017: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 154
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 172
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 180
Number of participants with account balances 2015-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 179
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 188
Number of participants with account balances 2014-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 153
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 162
Number of participants with account balances 2013-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 142
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 151
Number of participants with account balances 2012-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 142
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 161
Number of participants with account balances 2011-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 142
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 162
Number of participants with account balances 2010-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 123
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 159
Number of participants with account balances 2009-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	109
Number of participants with account balances	2020-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2017: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	154
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	172
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	180
Number of participants with account balances	2015-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	179
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	188
Number of participants with account balances	2014-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	153
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	162
Number of participants with account balances	2013-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	142
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	151
Number of participants with account balances	2012-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	142
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	161
Number of participants with account balances	2011-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	142
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	162
Number of participants with account balances	2010-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	123
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	159
Number of participants with account balances	2009-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN

Measure	Date	Value
2020 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,287,480
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$224,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$195,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$469,194
Value of total assets at end of year	2020-12-31	$8,577,613
Value of total assets at beginning of year	2020-12-31	$7,514,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,002
Total interest from all sources	2020-12-31	$50,145
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,151
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$415,739
Participant contributions at end of year	2020-12-31	$326,918
Participant contributions at beginning of year	2020-12-31	$248,477
Participant contributions at end of year	2020-12-31	$7,347
Participant contributions at beginning of year	2020-12-31	$21,299
Other income not declared elsewhere	2020-12-31	$17,948
Administrative expenses (other) incurred	2020-12-31	$29,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,063,131
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,577,613
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,514,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,473,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,128,143
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,034,180
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,630,112
Interest on participant loans	2020-12-31	$10,681
Interest earned on other investments	2020-12-31	$39,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,734,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,483,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$246,505
Net investment gain/loss from pooled separate accounts	2020-12-31	$498,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$53,455
Employer contributions (assets) at end of year	2020-12-31	$913
Employer contributions (assets) at beginning of year	2020-12-31	$2,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$195,347
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TEMPLETON & COMPANY LLP
Accountancy firm EIN	2020-12-31	141918990
2017 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,184,920
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$140,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$137,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$440,252
Value of total assets at end of year	2017-12-31	$6,682,445
Value of total assets at beginning of year	2017-12-31	$5,638,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,880
Total interest from all sources	2017-12-31	$39,966
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$678
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$353,046
Participant contributions at end of year	2017-12-31	$237,220
Participant contributions at beginning of year	2017-12-31	$291,488
Administrative expenses (other) incurred	2017-12-31	$3,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,044,006
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,682,445
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,638,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$359,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$261,357
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,317,868
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,477,121
Interest on participant loans	2017-12-31	$2,645
Interest earned on other investments	2017-12-31	$37,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,767,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,608,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$76,367
Net investment gain/loss from pooled separate accounts	2017-12-31	$627,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$87,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$137,034
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountancy firm name	2017-12-31	BRUNT, SWEENEY, MATZ, P.A. , CPA'S
Accountancy firm EIN	2017-12-31	650674666
2015 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$347,964
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$764,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$758,276
Value of total corrective distributions	2015-12-31	$2,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$297,643
Value of total assets at end of year	2015-12-31	$5,269,563
Value of total assets at beginning of year	2015-12-31	$5,686,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,934
Total interest from all sources	2015-12-31	$40,822
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$556
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$297,643
Participant contributions at end of year	2015-12-31	$268,167
Participant contributions at beginning of year	2015-12-31	$299,170
Other income not declared elsewhere	2015-12-31	$940
Administrative expenses (other) incurred	2015-12-31	$3,934
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-416,735
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,269,563
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,686,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$234,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$253,364
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,252,772
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,517,265
Interest on participant loans	2015-12-31	$3,376
Interest earned on other investments	2015-12-31	$37,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,513,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,616,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$8,398
Net investment gain/loss from pooled separate accounts	2015-12-31	$-395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$758,276
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountancy firm name	2015-12-31	BRUNT, SWEENEY, MATZ, P.A. , CPA'S
Accountancy firm EIN	2015-12-31	650674666
2014 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$0
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
2013 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$819,170
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$215,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$211,648
Value of total corrective distributions	2013-12-31	$254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$215,781
Value of total assets at end of year	2013-12-31	$5,920,438
Value of total assets at beginning of year	2013-12-31	$5,316,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,580
Total interest from all sources	2013-12-31	$63,268
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$135
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$215,781
Participant contributions at end of year	2013-12-31	$355,463
Participant contributions at beginning of year	2013-12-31	$287,784
Administrative expenses (other) incurred	2013-12-31	$3,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$603,688
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,920,438
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,316,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$202,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$187,422
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,429,075
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,948,058
Interest on participant loans	2013-12-31	$10,515
Interest earned on other investments	2013-12-31	$52,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,933,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,893,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$44,070
Net investment gain/loss from pooled separate accounts	2013-12-31	$495,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$211,648
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRUNT, SWEENEY, MATZ, P.A., CPA'S
Accountancy firm EIN	2013-12-31	650674666
2012 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$586,617
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$270,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$258,771
Expenses. Certain deemed distributions of participant loans	2012-12-31	$8,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$210,181
Value of total assets at end of year	2012-12-31	$5,316,750
Value of total assets at beginning of year	2012-12-31	$5,001,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,722
Total interest from all sources	2012-12-31	$78,627
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$189
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$202,089
Participant contributions at end of year	2012-12-31	$287,784
Participant contributions at beginning of year	2012-12-31	$320,687
Administrative expenses (other) incurred	2012-12-31	$3,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$315,700
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,316,750
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,001,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$187,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$118,512
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,948,058
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,617,360
Interest on participant loans	2012-12-31	$15,717
Interest earned on other investments	2012-12-31	$62,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,893,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,944,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$26,725
Net investment gain/loss from pooled separate accounts	2012-12-31	$270,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$8,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$258,771
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRUNT, SWEENEY, MATZ, P.A., CPA
Accountancy firm EIN	2012-12-31	650674666
2011 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$303,025
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$609,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$605,451
Value of total corrective distributions	2011-12-31	$1,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$271,779
Value of total assets at end of year	2011-12-31	$5,001,050
Value of total assets at beginning of year	2011-12-31	$5,307,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,593
Total interest from all sources	2011-12-31	$90,171
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$246,238
Participant contributions at end of year	2011-12-31	$320,687
Participant contributions at beginning of year	2011-12-31	$429,119
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$25,541
Other income not declared elsewhere	2011-12-31	$58
Administrative expenses (other) incurred	2011-12-31	$2,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-306,395
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,001,050
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,307,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$118,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,617,360
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,806,056
Interest on participant loans	2011-12-31	$23,151
Interest earned on other investments	2011-12-31	$67,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,944,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,072,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,118
Net investment gain/loss from pooled separate accounts	2011-12-31	$-57,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$605,451
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRUNT, SWEENEY, MATZ, P.A., CPA
Accountancy firm EIN	2011-12-31	650674666
2010 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$574,804
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$344,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$334,146
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$226,928
Value of total assets at end of year	2010-12-31	$5,307,445
Value of total assets at beginning of year	2010-12-31	$5,077,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,145
Total interest from all sources	2010-12-31	$89,171
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$226,928
Participant contributions at end of year	2010-12-31	$429,119
Participant contributions at beginning of year	2010-12-31	$273,396
Other income not declared elsewhere	2010-12-31	$-11
Administrative expenses (other) incurred	2010-12-31	$7,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$230,154
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,307,445
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,077,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,806,056
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,630,958
Interest on participant loans	2010-12-31	$20,505
Interest earned on other investments	2010-12-31	$68,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,072,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,172,937
Net investment gain/loss from pooled separate accounts	2010-12-31	$258,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$334,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SWEENEY MATZ & CO. LLC
Accountancy firm EIN	2010-12-31	651174549
2009 : POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN

2020: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2017: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: POMEROY ELECTRIC INCORPORATED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038979

Policy instance

Insurance contract or identification number	038979
Number of Individuals Covered	109
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038979

Policy instance

Insurance contract or identification number	038979
Number of Individuals Covered	154
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38979-001

Policy instance

Insurance contract or identification number	38979-001
Number of Individuals Covered	188
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38979-001

Policy instance

Insurance contract or identification number	38979-001
Number of Individuals Covered	162
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38979-001

Policy instance

Insurance contract or identification number	38979-001
Number of Individuals Covered	151
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38979-001

Policy instance

Insurance contract or identification number	38979-001
Number of Individuals Covered	161
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38979-001

Policy instance

Insurance contract or identification number	38979-001
Number of Individuals Covered	162
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	POMEROY ELECTRIC INCORPORATED
Employer identification number (EIN):	050539082
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2002-11-13
Company Identification Number:	P02000121381
Legal Registered Office Address:	3131 S.W. 13TH DRIVE DEERFIELD BEACH 33442