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RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CSW INDUSTRIALS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CSW INDUSTRIALS, INC.
Employer identification number (EIN):472266942
NAIC Classification:325900
NAIC Description:Other Chemical Product and Preparation Manufacturing

Additional information about CSW INDUSTRIALS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-06-01
Company Identification Number: 0802225737
Legal Registered Office Address: 5420 LYNDON B JOHNSON FWY STE 500

DALLAS
United States of America (USA)
75240

More information about CSW INDUSTRIALS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-04-01
0012018-04-01
0012017-04-01MARY BURNS
0012016-04-01GREGG BRANNING
0012015-04-01GREGG BRANNING
0012015-04-01GREGG BRANNING

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES

Measure Date Value
2020: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2020 401k membership
Market value of plan assets2020-03-0652,926,667
Acturial value of plan assets2020-03-0652,926,667
Funding target for retired participants and beneficiaries receiving payment2020-03-0623,489,481
Number of terminated vested participants2020-03-06104
Fundng target for terminated vested participants2020-03-065,827,256
Active participant vested funding target2020-03-0612,499,879
Number of active participants2020-03-06217
Total funding liabilities for active participants2020-03-0612,649,253
Total participant count2020-03-06475
Total funding target for all participants2020-03-0641,965,990
Balance at beginning of prior year after applicable adjustments2020-03-067,624,734
Prefunding balance at beginning of prior year after applicable adjustments2020-03-060
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-060
Prefunding balanced used to offset prior years funding requirement2020-03-060
Amount remaining of carryover balance2020-03-067,624,734
Amount remaining of prefunding balance2020-03-060
Present value of excess contributions2020-03-060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-060
Reductions in caryover balances due to elections or deemed elections2020-03-060
Reductions in prefunding balances due to elections or deemed elections2020-03-060
Balance of carryovers at beginning of current year2020-03-067,888,550
Balance of prefunding at beginning of current year2020-03-060
Total employer contributions2020-03-06460,000
Total employee contributions2020-03-060
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-060
Contributions made to avoid restrictions adjusted to valuation date2020-03-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-06448,141
Unpaid minimum required contributions for all prior years2020-03-060
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-060
Remaining amount of unpaid minimum required contributions2020-03-060
Minimum required contributions for current year target normal cost2020-03-06324,000
Net shortfall amortization installment of oustanding balance2020-03-060
Waiver amortization installment2020-03-060
Total funding amount beforereflecting carryover/prefunding balances2020-03-060
Carryover balance elected to use to offset funding requirement2020-03-060
Prefunding balance elected to use to offset funding requirement2020-03-060
Additional cash requirement2020-03-060
Contributions allocatedtoward minimum required contributions for current year2020-03-06448,141
Unpaid minimum required contributions for current year2020-03-060
Unpaid minimum required contributions for all years2020-03-060
2019: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2019 401k membership
Total participants, beginning-of-year2019-04-01472
Total number of active participants reported on line 7a of the Form 55002019-04-010
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Market value of plan assets2019-03-3153,613,980
Acturial value of plan assets2019-03-3153,613,980
Funding target for retired participants and beneficiaries receiving payment2019-03-3121,403,837
Number of terminated vested participants2019-03-3183
Fundng target for terminated vested participants2019-03-314,505,743
Active participant vested funding target2019-03-3114,746,436
Number of active participants2019-03-31258
Total funding liabilities for active participants2019-03-3115,126,976
Total participant count2019-03-31485
Total funding target for all participants2019-03-3141,036,556
Balance at beginning of prior year after applicable adjustments2019-03-317,262,343
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-317,262,343
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-317,624,734
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-310
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-310
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-31165,000
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-310
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-310
Contributions allocatedtoward minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2018 401k membership
Total participants, beginning-of-year2018-04-01484
Total number of active participants reported on line 7a of the Form 55002018-04-01217
Number of retired or separated participants receiving benefits2018-04-01125
Number of other retired or separated participants entitled to future benefits2018-04-01103
Total of all active and inactive participants2018-04-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0127
Total participants2018-04-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0111
Market value of plan assets2018-03-3160,308,121
Acturial value of plan assets2018-03-3160,308,121
Funding target for retired participants and beneficiaries receiving payment2018-03-3120,186,254
Number of terminated vested participants2018-03-31207
Fundng target for terminated vested participants2018-03-318,774,507
Active participant vested funding target2018-03-3114,645,934
Number of active participants2018-03-31298
Total funding liabilities for active participants2018-03-3115,253,904
Total participant count2018-03-31637
Total funding target for all participants2018-03-3144,214,665
Balance at beginning of prior year after applicable adjustments2018-03-317,108,097
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-317,108,097
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-317,262,343
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-310
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-310
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-31179,000
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2017 401k membership
Total participants, beginning-of-year2017-04-01637
Total number of active participants reported on line 7a of the Form 55002017-04-01258
Number of retired or separated participants receiving benefits2017-04-01122
Number of other retired or separated participants entitled to future benefits2017-04-0183
Total of all active and inactive participants2017-04-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-0121
Total participants2017-04-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0112
Market value of plan assets2017-03-3160,878,003
Acturial value of plan assets2017-03-3160,878,003
Funding target for retired participants and beneficiaries receiving payment2017-03-3115,546,585
Number of terminated vested participants2017-03-31188
Fundng target for terminated vested participants2017-03-3110,292,851
Active participant vested funding target2017-03-3116,206,843
Number of active participants2017-03-31382
Total funding liabilities for active participants2017-03-3117,413,578
Total participant count2017-03-31679
Total funding target for all participants2017-03-3143,253,014
Balance at beginning of prior year after applicable adjustments2017-03-317,041,206
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-317,041,206
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-317,108,097
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-310
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-310
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31194,000
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Waived amount of outstanding balance2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-310
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-310
Contributions allocatedtoward minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2016 401k membership
Total participants, beginning-of-year2016-04-01679
Total number of active participants reported on line 7a of the Form 55002016-04-01298
Number of retired or separated participants receiving benefits2016-04-01132
Number of other retired or separated participants entitled to future benefits2016-04-01207
Total of all active and inactive participants2016-04-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0137
2015: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2015 401k membership
Total participants, beginning-of-year2015-04-01682
Total number of active participants reported on line 7a of the Form 55002015-04-01356
Number of retired or separated participants receiving benefits2015-04-01109
Number of other retired or separated participants entitled to future benefits2015-04-01188
Total of all active and inactive participants2015-04-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0150

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES

Measure Date Value
2020 : RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-06$-2,934,100
Total unrealized appreciation/depreciation of assets2020-03-06$-2,934,100
Total transfer of assets from this plan2020-03-06$530,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-06$0
Total income from all sources (including contributions)2020-03-06$4,170,460
Total loss/gain on sale of assets2020-03-06$0
Total of all expenses incurred2020-03-06$56,566,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-06$56,004,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-06$460,000
Value of total assets at end of year2020-03-06$0
Value of total assets at beginning of year2020-03-06$52,926,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-06$561,815
Total interest from all sources2020-03-06$193,466
Total dividends received (eg from common stock, registered investment company shares)2020-03-06$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-06$0
Administrative expenses professional fees incurred2020-03-06$561,815
Was this plan covered by a fidelity bond2020-03-06Yes
Value of fidelity bond cover2020-03-06$5,000,000
If this is an individual account plan, was there a blackout period2020-03-06No
Were there any nonexempt tranactions with any party-in-interest2020-03-06No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-06$37,690,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-06$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-06$645
Total non interest bearing cash at end of year2020-03-06$0
Total non interest bearing cash at beginning of year2020-03-06$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-06No
Value of net income/loss2020-03-06$-52,395,820
Value of net assets at end of year (total assets less liabilities)2020-03-06$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-06$52,926,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-06No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-06No
Were any leases to which the plan was party in default or uncollectible2020-03-06No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-06$0
Value of interest in common/collective trusts at end of year2020-03-06$0
Value of interest in common/collective trusts at beginning of year2020-03-06$52,926,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-06$193,466
Net investment gain or loss from common/collective trusts2020-03-06$6,451,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-06Yes
Was there a failure to transmit to the plan any participant contributions2020-03-06No
Has the plan failed to provide any benefit when due under the plan2020-03-06No
Contributions received in cash from employer2020-03-06$460,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-06$18,314,446
Assets. Corporate common stocks other than exployer securities at end of year2020-03-06$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-06$0
Did the plan have assets held for investment2020-03-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-06Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-06Yes
Opinion of an independent qualified public accountant for this plan2020-03-06Disclaimer
Accountancy firm name2020-03-06WHITLEY PENN LLP
Accountancy firm EIN2020-03-06752393478
2019 : RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$2,097,899
Total loss/gain on sale of assets2019-03-31$2,444
Total of all expenses incurred2019-03-31$2,802,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,230,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$0
Value of total assets at end of year2019-03-31$52,926,667
Value of total assets at beginning of year2019-03-31$53,631,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$572,645
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$26,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$26,609
Administrative expenses professional fees incurred2019-03-31$536,829
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$5,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$18,089
Other income not declared elsewhere2019-03-31$25,684
Administrative expenses (other) incurred2019-03-31$35,816
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-704,813
Value of net assets at end of year (total assets less liabilities)2019-03-31$52,926,667
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$53,631,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$2,660,935
Value of interest in common/collective trusts at end of year2019-03-31$52,926,022
Value of interest in common/collective trusts at beginning of year2019-03-31$50,952,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$26,717
Net investment gain or loss from common/collective trusts2019-03-31$2,016,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,230,067
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$2,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31WHITLEY PENN LLP
Accountancy firm EIN2019-03-31752393478
2018 : RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$3,074,810
Total loss/gain on sale of assets2018-03-31$5,815
Total of all expenses incurred2018-03-31$9,768,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$9,294,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$0
Value of total assets at end of year2018-03-31$53,631,480
Value of total assets at beginning of year2018-03-31$60,325,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$474,341
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$133,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$133,897
Administrative expenses professional fees incurred2018-03-31$430,388
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$5,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$18,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$24,044
Administrative expenses (other) incurred2018-03-31$43,953
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$349,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-6,694,141
Value of net assets at end of year (total assets less liabilities)2018-03-31$53,631,480
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$60,325,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$2,660,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$3,195,125
Value of interest in common/collective trusts at end of year2018-03-31$50,952,456
Value of interest in common/collective trusts at beginning of year2018-03-31$56,756,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$55,999
Net investment gain or loss from common/collective trusts2018-03-31$2,879,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Income. Dividends from common stock2018-03-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$9,294,610
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$5,815
Aggregate carrying amount (costs) on sale of assets2018-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31GRANT THORNTON LLP
Accountancy firm EIN2018-03-31366055558
2017 : RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total transfer of assets from this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Expenses. Interest paid2017-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-03-31$0
Total income from all sources (including contributions)2017-03-31$1,997,770
Total loss/gain on sale of assets2017-03-31$11,577
Total of all expenses incurred2017-03-31$2,550,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,870,293
Expenses. Certain deemed distributions of participant loans2017-03-31$0
Value of total corrective distributions2017-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$0
Value of total assets at end of year2017-03-31$60,325,621
Value of total assets at beginning of year2017-03-31$60,878,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$679,860
Total income from rents2017-03-31$0
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$248,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$248,955
Administrative expenses professional fees incurred2017-03-31$499,012
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$5,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$24,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$356,468
Other income not declared elsewhere2017-03-31$30,367
Administrative expenses (other) incurred2017-03-31$41,792
Total non interest bearing cash at end of year2017-03-31$349,670
Total non interest bearing cash at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Income. Non cash contributions2017-03-31$0
Value of net income/loss2017-03-31$-552,383
Value of net assets at end of year (total assets less liabilities)2017-03-31$60,325,621
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$60,878,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$3,195,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$10,821,074
Interest on participant loans2017-03-31$0
Income. Interest from loans (other than to participants)2017-03-31$0
Interest earned on other investments2017-03-31$0
Income. Interest from US Government securities2017-03-31$0
Income. Interest from corporate debt instruments2017-03-31$0
Value of interest in common/collective trusts at end of year2017-03-31$56,756,782
Value of interest in common/collective trusts at beginning of year2017-03-31$47,831,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$490,449
Net investment gain/loss from pooled separate accounts2017-03-31$0
Net investment gain or loss from common/collective trusts2017-03-31$1,216,422
Net gain/loss from 103.12 investment entities2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$0
Income. Dividends from preferred stock2017-03-31$0
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,870,293
Contract administrator fees2017-03-31$66,556
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$1,868,879
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$1,880,456
Aggregate carrying amount (costs) on sale of assets2017-03-31$1,868,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31GRANT THORNTON LLP
Accountancy firm EIN2017-03-31366055558
2016 : RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-493,786
Total unrealized appreciation/depreciation of assets2016-03-31$-493,786
Total transfer of assets to this plan2016-03-31$0
Total transfer of assets from this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Expenses. Interest paid2016-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-03-31$0
Total income from all sources (including contributions)2016-03-31$1,076,467
Total loss/gain on sale of assets2016-03-31$1,865,790
Total of all expenses incurred2016-03-31$1,908,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,409,517
Expenses. Certain deemed distributions of participant loans2016-03-31$0
Value of total corrective distributions2016-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$0
Value of total assets at end of year2016-03-31$60,878,004
Value of total assets at beginning of year2016-03-31$61,710,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$499,148
Total income from rents2016-03-31$0
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$384,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$355,391
Administrative expenses professional fees incurred2016-03-31$467,979
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$356,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$20,557
Other income not declared elsewhere2016-03-31$63,232
Administrative expenses (other) incurred2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Income. Non cash contributions2016-03-31$0
Value of net income/loss2016-03-31$-832,198
Value of net assets at end of year (total assets less liabilities)2016-03-31$60,878,004
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$61,710,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$10,821,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$9,927,752
Interest on participant loans2016-03-31$0
Income. Interest from loans (other than to participants)2016-03-31$0
Interest earned on other investments2016-03-31$0
Income. Interest from US Government securities2016-03-31$0
Income. Interest from corporate debt instruments2016-03-31$0
Value of interest in common/collective trusts at end of year2016-03-31$47,831,583
Value of interest in common/collective trusts at beginning of year2016-03-31$33,031,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-854,870
Net investment gain/loss from pooled separate accounts2016-03-31$0
Net investment gain or loss from common/collective trusts2016-03-31$111,964
Net gain/loss from 103.12 investment entities2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$0
Income. Dividends from preferred stock2016-03-31$0
Income. Dividends from common stock2016-03-31$28,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,409,517
Contract administrator fees2016-03-31$18,669
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$1,868,879
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$18,730,358
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$18,233,482
Aggregate carrying amount (costs) on sale of assets2016-03-31$16,367,692
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31GRANT THORNTON LLP
Accountancy firm EIN2016-03-31366055558

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES

2019: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingYes
2019-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF CSW INDUSTRIALS, INC. AND ITS AFFILIATES 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes

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