401k Plan data: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN plan

BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN
Plan identification number	001

BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BONNEY PLUMBING LLC has sponsored the creation of one or more 401k plans.

Company Name: BONNEY PLUMBING LLC

Employer identification number (EIN): 461259484

NAIC Classification: 423700

Additional information about BONNEY PLUMBING LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 201215710166

More information about BONNEY PLUMBING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATT PICCIANO 2023-10-05 MATT PICCIANO 2023-10-05
001 2021-01-01 MATT PICCIANO 2022-10-10
001 2020-01-01 MATT PICIANO 2021-10-12
001 2019-01-01 PATRICIA CAHILL 2020-10-07
001 2018-01-01 PATRICIA CAHILL 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CANDACE L BONNEY 2013-10-10 CANDACE L BONNEY 2013-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MATT PICCIANO	2023-10-05	MATT PICCIANO	2023-10-05
001	2021-01-01	MATT PICCIANO	2022-10-10
001	2020-01-01	MATT PICIANO	2021-10-12
001	2019-01-01	PATRICIA CAHILL	2020-10-07
001	2018-01-01	PATRICIA CAHILL	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CANDACE L BONNEY	2013-10-10	CANDACE L BONNEY	2013-10-10

Plan Statistics for BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN

Measure Date Value
2022: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 233
Total of all active and inactive participants 2022-01-01 233
Total participants 2022-01-01 233
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 204
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 254
Total participants 2021-01-01 254
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 79
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 117
Total participants 2020-01-01 117
Number of participants with account balances 2020-01-01 79
2019: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 74
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 109
Total participants 2019-01-01 109
Number of participants with account balances 2019-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 119
Total participants 2018-01-01 119
Number of participants with account balances 2018-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 84
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 110
Number of participants with account balances 2017-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4

Measure	Date	Value
2022: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	233
Total of all active and inactive participants	2022-01-01	233
Total participants	2022-01-01	233
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	204
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	254
Total participants	2021-01-01	254
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	79
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	117
Total participants	2020-01-01	117
Number of participants with account balances	2020-01-01	79
2019: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	74
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	109
Total participants	2019-01-01	109
Number of participants with account balances	2019-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	119
Total participants	2018-01-01	119
Number of participants with account balances	2018-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	84
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	110
Number of participants with account balances	2017-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4

Financial Data on BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$62,907
Total of all expenses incurred	2022-12-31	$717,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$690,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$726,627
Value of total assets at end of year	2022-12-31	$3,437,368
Value of total assets at beginning of year	2022-12-31	$4,091,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,039
Total interest from all sources	2022-12-31	$9,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$360,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$490,777
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$180,958
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$148,469
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-654,608
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,437,368
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,091,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,152,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,840,544
Value of interest in pooled separate accounts at end of year	2022-12-31	$104,278
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$102,963
Interest on participant loans	2022-12-31	$9,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-674,450
Net investment gain/loss from pooled separate accounts	2022-12-31	$1,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$232,400
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$690,476
Contract administrator fees	2022-12-31	$27,039
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2021 401k financial data
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	$1,735,936
Total of all expenses incurred	2021-12-31	$2,460,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,451,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,078,652
Value of total assets at end of year	2021-12-31	$4,091,976
Value of total assets at beginning of year	2021-12-31	$4,816,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,400
Total interest from all sources	2021-12-31	$7,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$342,483
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$553,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$148,469
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$86,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$-724,074
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,091,976
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,816,050
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,840,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,450,362
Value of interest in pooled separate accounts at end of year	2021-12-31	$102,963
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$279,096
Interest on participant loans	2021-12-31	$7,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$650,023
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	Yes
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	$182,633
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,451,610
Contract administrator fees	2021-12-31	$8,400
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2020 401k financial data
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	$7,983
Total income from all sources (including contributions)	2020-12-31	$971,915
Total of all expenses incurred	2020-12-31	$325,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$321,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$400,794
Value of total assets at end of year	2020-12-31	$4,816,050
Value of total assets at beginning of year	2020-12-31	$4,177,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,514
Total interest from all sources	2020-12-31	$7,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$254,282
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,598
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$211
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$15,683
Assets. Loans (other than to participants) at end of year	2020-12-31	$86,592
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$138,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$7,983
Total non interest bearing cash at end of year	2020-12-31	$0
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	$646,080
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,816,050
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,169,970
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,450,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,874,928
Value of interest in pooled separate accounts at end of year	2020-12-31	$279,096
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$141,529
Interest on participant loans	2020-12-31	$7,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$563,557
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	$146,301
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$4,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$321,321
Contract administrator fees	2020-12-31	$4,514
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	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,983
Total income from all sources (including contributions)	2019-12-31	$1,118,281
Total of all expenses incurred	2019-12-31	$221,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$209,927
Value of total corrective distributions	2019-12-31	$6,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$411,616
Value of total assets at end of year	2019-12-31	$4,177,953
Value of total assets at beginning of year	2019-12-31	$3,280,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,503
Total interest from all sources	2019-12-31	$6,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$330,000
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	$249,033
Participant contributions at end of year	2019-12-31	$3,598
Participant contributions at beginning of year	2019-12-31	$27,972
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$15,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$15,683
Assets. Loans (other than to participants) at end of year	2019-12-31	$138,040
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$77,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$7,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$7,983
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	$897,162
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,169,970
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,272,808
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	$4,503
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,874,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,020,157
Value of interest in pooled separate accounts at end of year	2019-12-31	$141,529
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$121,307
Interest on participant loans	2019-12-31	$6,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$700,511
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	Yes
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	$162,583
Employer contributions (assets) at end of year	2019-12-31	$4,175
Employer contributions (assets) at beginning of year	2019-12-31	$18,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$209,927
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	DIEM CPA INC
Accountancy firm EIN	2019-12-31	204025501
2018 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,983
Total income from all sources (including contributions)	2018-12-31	$220,691
Total of all expenses incurred	2018-12-31	$456,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$453,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$434,954
Value of total assets at end of year	2018-12-31	$3,280,791
Value of total assets at beginning of year	2018-12-31	$3,508,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,895
Total interest from all sources	2018-12-31	$5,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$330,000
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	$270,668
Participant contributions at end of year	2018-12-31	$27,972
Participant contributions at beginning of year	2018-12-31	$20,205
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$15,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$15,683
Assets. Loans (other than to participants) at end of year	2018-12-31	$77,458
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$87,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$7,983
Other income not declared elsewhere	2018-12-31	$0
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	$-236,099
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,272,808
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,508,907
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	$2,895
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,020,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,234,843
Value of interest in pooled separate accounts at end of year	2018-12-31	$121,307
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$138,356
Interest on participant loans	2018-12-31	$5,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-219,967
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	Yes
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	$164,286
Employer contributions (assets) at end of year	2018-12-31	$18,214
Employer contributions (assets) at beginning of year	2018-12-31	$11,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$453,895
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	DIEM CPA INC
Accountancy firm EIN	2018-12-31	204025501
2017 : BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,176
Total income from all sources (including contributions)	2017-12-31	$811,826
Total of all expenses incurred	2017-12-31	$310,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$280,991
Value of total corrective distributions	2017-12-31	$24,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$346,858
Value of total assets at end of year	2017-12-31	$3,508,907
Value of total assets at beginning of year	2017-12-31	$3,010,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,320
Total interest from all sources	2017-12-31	$2,016
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$330,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$219,575
Participant contributions at end of year	2017-12-31	$20,205
Participant contributions at beginning of year	2017-12-31	$5,145
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$15,683
Assets. Loans (other than to participants) at end of year	2017-12-31	$87,863
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$52,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,176
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$35,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$500,914
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,508,907
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,007,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,320
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,234,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,839,950
Value of interest in pooled separate accounts at end of year	2017-12-31	$138,356
Interest on participant loans	2017-12-31	$2,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$462,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$127,283
Employer contributions (assets) at end of year	2017-12-31	$11,957
Employer contributions (assets) at beginning of year	2017-12-31	$77,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$280,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIEM CPA INC
Accountancy firm EIN	2017-12-31	204025501

Form 5500 Responses for BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN

2022: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BONNEY PLUMBING LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BONNEY PLUMBING LLC 401K PROFIT SHARING 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: BONNEY PLUMBING LLC 401K PROFIT SHARING 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: BONNEY PLUMBING LLC 401K PROFIT SHARING 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

767570-01

Policy instance

Insurance contract or identification number	767570-01
Number of Individuals Covered	13
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61513-1

Policy instance

Insurance contract or identification number	61513-1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61513-1

Policy instance

Insurance contract or identification number	61513-1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $356
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $356
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61513-1

Policy instance

Insurance contract or identification number	61513-1
Number of Individuals Covered	109
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $298
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $298
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

61513-1

Policy instance

Insurance contract or identification number	61513-1
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $279
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $279
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61513-1

Policy instance

Insurance contract or identification number	MR 61513-1
Number of Individuals Covered	112
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $314
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $314
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

Potentially related plans

BONNEY PLUMBING INC 401K PROFIT SHARING PLAN [EIN = 680326512]

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Company Name:	BONNEY PLUMBING LLC
Employer identification number (EIN):	461259484
NAIC Classification:	423700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	201215710166