PLUMBERS SUPPLY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS SUPPLY RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2021 : PLUMBERS SUPPLY RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,757,259 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $306,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $258,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $739,115 |
Value of total assets at end of year | 2021-12-31 | $8,189,477 |
Value of total assets at beginning of year | 2021-12-31 | $6,738,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $48,077 |
Total interest from all sources | 2021-12-31 | $4,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $110,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $110,225 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $521,565 |
Participant contributions at end of year | 2021-12-31 | $112,244 |
Participant contributions at beginning of year | 2021-12-31 | $129,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $27,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,450,740 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,189,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,738,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $36,185 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,922,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,551,906 |
Interest on participant loans | 2021-12-31 | $4,756 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $154,397 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $57,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $57,552 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $27 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $903,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $190,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $258,442 |
Contract administrator fees | 2021-12-31 | $11,892 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SFW PARTNERS, LLC |
Accountancy firm EIN | 2021-12-31 | 431764273 |
2020 : PLUMBERS SUPPLY RETIREMENT SAVINGS PLAN 2020 401k financial data |
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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 | $1,499,919 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $123,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $82,806 |
Value of total corrective distributions | 2020-12-31 | $4,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $581,765 |
Value of total assets at end of year | 2020-12-31 | $6,738,737 |
Value of total assets at beginning of year | 2020-12-31 | $5,362,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,540 |
Total interest from all sources | 2020-12-31 | $6,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $93,749 |
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 | $93,749 |
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 | $425,683 |
Participant contributions at end of year | 2020-12-31 | $129,279 |
Participant contributions at beginning of year | 2020-12-31 | $143,435 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $128,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,376,237 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,738,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,362,500 |
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 |
Investment advisory and management fees | 2020-12-31 | $25,988 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,551,906 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,179,166 |
Interest on participant loans | 2020-12-31 | $6,353 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $57,552 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $39,899 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $39,899 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $817,799 |
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 | $27,937 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $82,806 |
Contract administrator fees | 2020-12-31 | $10,552 |
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 | SFW PARTNERS, LLC |
Accountancy firm EIN | 2020-12-31 | 431764273 |
2019 : PLUMBERS SUPPLY RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,613,537 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $106,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $73,627 |
Value of total corrective distributions | 2019-12-31 | $4,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $730,323 |
Value of total assets at end of year | 2019-12-31 | $5,362,500 |
Value of total assets at beginning of year | 2019-12-31 | $3,855,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,049 |
Total interest from all sources | 2019-12-31 | $7,719 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $102,938 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $102,938 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $399,784 |
Participant contributions at end of year | 2019-12-31 | $143,435 |
Participant contributions at beginning of year | 2019-12-31 | $141,033 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $13,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $303,768 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,506,807 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,362,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,855,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,785 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,179,166 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,674,818 |
Interest on participant loans | 2019-12-31 | $7,008 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $39,899 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,985 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $711 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $772,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $26,771 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $73,627 |
Contract administrator fees | 2019-12-31 | $8,264 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SFW PARTNERS, LLC |
Accountancy firm EIN | 2019-12-31 | 431764273 |
2018 : PLUMBERS SUPPLY RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $154,661 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $344,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $308,813 |
Value of total corrective distributions | 2018-12-31 | $7,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $399,392 |
Value of total assets at end of year | 2018-12-31 | $3,855,693 |
Value of total assets at beginning of year | 2018-12-31 | $4,045,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,008 |
Total interest from all sources | 2018-12-31 | $6,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $75,262 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $75,262 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $366,570 |
Participant contributions at end of year | 2018-12-31 | $141,033 |
Participant contributions at beginning of year | 2018-12-31 | $133,139 |
Participant contributions at end of year | 2018-12-31 | $13,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,079 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-189,855 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,855,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,045,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $19,993 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,674,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,889,895 |
Interest on participant loans | 2018-12-31 | $6,395 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $24,985 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $22,514 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $22,514 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $457 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-326,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $25,743 |
Employer contributions (assets) at end of year | 2018-12-31 | $903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $308,813 |
Contract administrator fees | 2018-12-31 | $8,015 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SFW PARTNERS, LLC |
Accountancy firm EIN | 2018-12-31 | 431764273 |