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Plan Name | SOFT WATER, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SOFT WATER, INC. |
Employer identification number (EIN): | 390772772 |
NAIC Classification: | 221300 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | STEVE MACKIE | 2023-10-11 | ||
001 | 2021-01-01 | STEVE MACKIE | 2022-07-12 | ||
001 | 2020-01-01 | STEVE MACKIE | 2021-08-24 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | STEVE MACKIE |
Measure | Date | Value |
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2019: SOFT WATER, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 17 |
Number of participants with account balances | 2019-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: SOFT WATER, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : SOFT WATER, INC. 401(K) PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $333,155 |
Expenses. Total of all expenses incurred | 2019-12-31 | $355,819 |
Benefits paid (including direct rollovers) | 2019-12-31 | $344,809 |
Total plan assets at end of year | 2019-12-31 | $992,033 |
Total plan assets at beginning of year | 2019-12-31 | $1,014,697 |
Value of fidelity bond covering the plan | 2019-12-31 | $101,470 |
Total contributions received or receivable from participants | 2019-12-31 | $56,136 |
Other income received | 2019-12-31 | $243,613 |
Net income (gross income less expenses) | 2019-12-31 | $-22,664 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $992,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,014,697 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $33,406 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,010 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SOFT WATER, INC. 401(K) PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $1,024,564 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,867 |
Total plan assets at end of year | 2018-12-31 | $1,014,697 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $101,470 |
Total contributions received or receivable from participants | 2018-12-31 | $58,078 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,020,046 |
Other income received | 2018-12-31 | $-88,576 |
Net income (gross income less expenses) | 2018-12-31 | $1,014,697 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,014,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $35,016 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,867 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2019: SOFT WATER, INC. 401(K) PLAN 2019 form 5500 responses | ||
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOFT WATER, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 131822 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 131822 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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