BEEZ ELECTRIC, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEEZ ELECTRIC, INC. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-25 | 0 |
| Net assets as of the end of the plan year | 2025-08-25 | 2197582 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 1865223 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 186523 |
| Other income to plan in this plan year | 2025-08-25 | 102481 |
| Plan net income in this plan year | 2025-08-25 | 332359 |
| Net assets as of the end of the plan year | 2025-08-25 | 2197582 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 1865223 |
| Employer contributions to plan in this plan year | 2025-08-25 | 229878 |
| Fees paid to broker by Benefit Provider | 2025-08-25 | 6416 |
| 2024 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-16 | 0 |
| Net assets as of the end of the plan year | 2024-10-16 | 1865223 |
| Total assets as of the beginning of the plan year | 2024-10-16 | 1457074 |
| Value of plan covered by a fidelity bond | 2024-10-16 | 146661 |
| Other income to plan in this plan year | 2024-10-16 | 137163 |
| Plan net income in this plan year | 2024-10-16 | 408149 |
| Net assets as of the end of the plan year | 2024-10-16 | 1865223 |
| Net assets as of the beginning of the plan year | 2024-10-16 | 1457074 |
| Employer contributions to plan in this plan year | 2024-10-16 | 270986 |
| Fees paid to broker by Benefit Provider | 2024-10-16 | 4881 |
| 2019 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $275,386 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,720 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,660 |
| Total plan assets at end of year | 2019-12-31 | $1,148,293 |
| Total plan assets at beginning of year | 2019-12-31 | $877,627 |
| Value of fidelity bond covering the plan | 2019-12-31 | $130,000 |
| Other income received | 2019-12-31 | $93,246 |
| Net income (gross income less expenses) | 2019-12-31 | $270,666 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,148,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $877,627 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $182,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $60 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $230,650 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,040 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,980 |
| Total plan assets at end of year | 2018-12-31 | $877,627 |
| Total plan assets at beginning of year | 2018-12-31 | $656,017 |
| Value of fidelity bond covering the plan | 2018-12-31 | $130,000 |
| Other income received | 2018-12-31 | $-25,444 |
| Net income (gross income less expenses) | 2018-12-31 | $221,610 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $877,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $656,017 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $256,094 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $60 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $270,780 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $656,017 |
| Total plan assets at beginning of year | 2017-12-31 | $385,237 |
| Value of fidelity bond covering the plan | 2017-12-31 | $130,000 |
| Other income received | 2017-12-31 | $25,258 |
| Net income (gross income less expenses) | 2017-12-31 | $270,780 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $656,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $385,237 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $245,522 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $160,937 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $142 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $142 |
| Total plan assets at end of year | 2016-12-31 | $385,237 |
| Total plan assets at beginning of year | 2016-12-31 | $224,442 |
| Value of fidelity bond covering the plan | 2016-12-31 | $130,000 |
| Other income received | 2016-12-31 | $11,937 |
| Net income (gross income less expenses) | 2016-12-31 | $160,795 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $385,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $224,442 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $149,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-5,875 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $224,442 |
| Total plan assets at beginning of year | 2015-12-31 | $230,317 |
| Value of fidelity bond covering the plan | 2015-12-31 | $130,000 |
| Other income received | 2015-12-31 | $-5,875 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,875 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $224,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $230,317 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $7,490 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,112 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,112 |
| Total plan assets at end of year | 2014-12-31 | $230,317 |
| Total plan assets at beginning of year | 2014-12-31 | $223,939 |
| Other income received | 2014-12-31 | $7,490 |
| Net income (gross income less expenses) | 2014-12-31 | $6,378 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $230,317 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $223,939 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-3,255 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $120 |
| Total plan assets at end of year | 2013-12-31 | $223,939 |
| Total plan assets at beginning of year | 2013-12-31 | $227,314 |
| Other income received | 2013-12-31 | $-3,255 |
| Net income (gross income less expenses) | 2013-12-31 | $-3,375 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $223,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $227,314 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $120 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : BEEZ ELECTRIC, INC. CASH BALANCE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $79,450 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $227,314 |
| Total plan assets at beginning of year | 2012-12-31 | $147,864 |
| Other income received | 2012-12-31 | $12,394 |
| Net income (gross income less expenses) | 2012-12-31 | $79,450 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $227,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $147,864 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $67,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2019: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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: BEEZ ELECTRIC, INC. CASH BALANCE 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 |
