LEE PLUMBING MECHANICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-02 | 11557 |
| Net assets as of the end of the plan year | 2025-10-02 | 1088945 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 713417 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 122061 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 0 |
| Other contributions to plan in this plan year | 2025-10-02 | 20045 |
| Other income to plan in this plan year | 2025-10-02 | 141230 |
| Plan net income in this plan year | 2025-10-02 | 375528 |
| Net assets as of the end of the plan year | 2025-10-02 | 1088945 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 713417 |
| Employer contributions to plan in this plan year | 2025-10-02 | 103749 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 5672 |
| 2024 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 45054 |
| Net assets as of the end of the plan year | 2024-10-07 | 713417 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 507505 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 89136 |
| Other income to plan in this plan year | 2024-10-07 | 109776 |
| Plan net income in this plan year | 2024-10-07 | 205912 |
| Net assets as of the end of the plan year | 2024-10-07 | 713417 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 507505 |
| Employer contributions to plan in this plan year | 2024-10-07 | 52054 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 3912 |
| 2022 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-03-28 | 475743 |
| Net assets as of the end of the plan year | 2022-03-28 | 1090597 |
| Total assets as of the beginning of the plan year | 2022-03-28 | 1300230 |
| Value of plan covered by a fidelity bond | 2022-03-28 | 150000 |
| Participant contributions to plan in this plan year | 2022-03-28 | 63920 |
| Other income to plan in this plan year | 2022-03-28 | 162225 |
| Plan net income in this plan year | 2022-03-28 | -209633 |
| Net assets as of the end of the plan year | 2022-03-28 | 1090597 |
| Net assets as of the beginning of the plan year | 2022-03-28 | 1300230 |
| Employer contributions to plan in this plan year | 2022-03-28 | 39965 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-28 | 6674 |
| 2019 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $164,498 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $283,399 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $283,074 |
| Total plan assets at end of year | 2019-12-31 | $943,188 |
| Total plan assets at beginning of year | 2019-12-31 | $1,062,089 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $57,191 |
| Other income received | 2019-12-31 | $133,954 |
| Net income (gross income less expenses) | 2019-12-31 | $-118,901 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $943,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,062,089 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $-26,647 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $325 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $55,179 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $301,853 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $301,597 |
| Total plan assets at end of year | 2018-12-31 | $1,062,089 |
| Total plan assets at beginning of year | 2018-12-31 | $1,308,763 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $84,809 |
| Other income received | 2018-12-31 | $-49,961 |
| Net income (gross income less expenses) | 2018-12-31 | $-246,674 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,062,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,308,763 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,331 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $256 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $327,503 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,308,763 |
| Total plan assets at beginning of year | 2017-12-31 | $981,260 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $88,172 |
| Other income received | 2017-12-31 | $166,923 |
| Net income (gross income less expenses) | 2017-12-31 | $327,503 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,308,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $981,260 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $72,408 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $153,040 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $981,260 |
| Total plan assets at beginning of year | 2016-12-31 | $828,220 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $54,995 |
| Other income received | 2016-12-31 | $68,306 |
| Net income (gross income less expenses) | 2016-12-31 | $153,040 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $981,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $828,220 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $29,739 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $76,542 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19,303 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $19,148 |
| Total plan assets at end of year | 2015-12-31 | $828,220 |
| Total plan assets at beginning of year | 2015-12-31 | $770,981 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $48,345 |
| Other income received | 2015-12-31 | $2,891 |
| Net income (gross income less expenses) | 2015-12-31 | $57,239 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $828,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $770,981 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,306 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $155 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $100,290 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $423 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $423 |
| Total plan assets at end of year | 2014-12-31 | $770,981 |
| Total plan assets at beginning of year | 2014-12-31 | $671,114 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $49,459 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $4,381 |
| Other income received | 2014-12-31 | $34,236 |
| Net income (gross income less expenses) | 2014-12-31 | $99,867 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $770,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $671,114 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,214 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $124,340 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $663,464 |
| Total plan assets at beginning of year | 2013-12-31 | $539,124 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $38,831 |
| Other income received | 2013-12-31 | $74,111 |
| Net income (gross income less expenses) | 2013-12-31 | $124,340 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $663,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $539,124 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,398 |
| 2012 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $83,658 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,260 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,260 |
| Total plan assets at end of year | 2012-12-31 | $539,124 |
| Total plan assets at beginning of year | 2012-12-31 | $456,726 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $32,283 |
| Other income received | 2012-12-31 | $38,355 |
| Net income (gross income less expenses) | 2012-12-31 | $82,398 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $539,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $456,726 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,020 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $352,590 |
| Total income from all sources | 2011-12-31 | $78,505 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $72,560 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $72,560 |
| Total plan assets at end of year | 2011-12-31 | $456,726 |
| Total plan assets at beginning of year | 2011-12-31 | $98,191 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $48,154 |
| Other income received | 2011-12-31 | $11,939 |
| Net income (gross income less expenses) | 2011-12-31 | $5,945 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $456,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $98,191 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $18,412 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $69,670 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $98,191 |
| Total plan assets at beginning of year | 2010-12-31 | $28,521 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,452 |
| Other income received | 2010-12-31 | $6,416 |
| Net income (gross income less expenses) | 2010-12-31 | $69,670 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $98,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,521 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,802 |
| 2019: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 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: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2017: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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 |
| 2016: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 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: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEE PLUMBING MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
