401k Plan data: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST plan

J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST
Plan identification number	001

J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

J.M. & SONS PLUMBING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: J.M. & SONS PLUMBING COMPANY

Employer identification number (EIN): 382389389

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARLENE CUNNINGHAM 2015-07-10
001 2013-01-01
001 2012-01-01 MARLENE CUNNINGHAM 2013-10-11 MARLENE CUNNINGHAM 2013-10-11
001 2011-01-01 ANDREW BEHNKE 2012-07-26
001 2010-01-01 ANDREW BEHNKE 2011-08-02 ANDREW BEHNKE 2011-08-02
001 2009-01-01 ANDREW BEHNKE ANDREW BEHNKE 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARLENE CUNNINGHAM	2015-07-10
001	2013-01-01
001	2012-01-01	MARLENE CUNNINGHAM	2013-10-11	MARLENE CUNNINGHAM	2013-10-11
001	2011-01-01	ANDREW BEHNKE	2012-07-26
001	2010-01-01	ANDREW BEHNKE	2011-08-02	ANDREW BEHNKE	2011-08-02
001	2009-01-01	ANDREW BEHNKE		ANDREW BEHNKE	2010-07-12

Plan Statistics for J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-09-23 7
Total number of particpants at end of year 2025-09-23 8
Number of Participants With Account Balances 2025-09-23 6
2024: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-01 8
Total number of particpants at end of year 2024-10-01 8
Number of Participants With Account Balances 2024-10-01 6
2009: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-09-23	7
Total number of particpants at end of year	2025-09-23	8
Number of Participants With Account Balances	2025-09-23	6
2024: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-01	8
Total number of particpants at end of year	2024-10-01	8
Number of Participants With Account Balances	2024-10-01	6
2009: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-23	0
Net assets as of the end of the plan year	2025-09-23	1815005
Total assets as of the beginning of the plan year	2025-09-23	1459474
Value of plan covered by a fidelity bond	2025-09-23	385000
Participant contributions to plan in this plan year	2025-09-23	56150
Other expenses paid from plan in this plan year	2025-09-23	0
Other contributions to plan in this plan year	2025-09-23	0
Other income to plan in this plan year	2025-09-23	275263
Plan net income in this plan year	2025-09-23	355531
Net assets as of the end of the plan year	2025-09-23	1815005
Net assets as of the beginning of the plan year	2025-09-23	1459474
Employer contributions to plan in this plan year	2025-09-23	24118
2024 : J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-01	0
Net assets as of the end of the plan year	2024-10-01	1459474
Total assets as of the beginning of the plan year	2024-10-01	1111628
Value of plan covered by a fidelity bond	2024-10-01	385000
Participant contributions to plan in this plan year	2024-10-01	53884
Other expenses paid from plan in this plan year	2024-10-01	0
Other contributions to plan in this plan year	2024-10-01	0
Other income to plan in this plan year	2024-10-01	271070
Plan net income in this plan year	2024-10-01	347846
Net assets as of the end of the plan year	2024-10-01	1459474
Net assets as of the beginning of the plan year	2024-10-01	1111628
Employer contributions to plan in this plan year	2024-10-01	22892

Form 5500 Responses for J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST

2009: J.M. & SONS PLUMBING COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.M. & SONS PLUMBING COMPANY
Employer identification number (EIN):	382389389
NAIC Classification:	236110