R. WENDELL PRESGRAVE, INC. T/A MY PLUMBER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MY PLUMBER 401(K) AND PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-815,834 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $621,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $620,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $405,149 |
Value of total assets at end of year | 2022-12-31 | $5,034,979 |
Value of total assets at beginning of year | 2022-12-31 | $6,472,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,000 |
Total interest from all sources | 2022-12-31 | $38 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
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 | $500,000 |
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 | $259,999 |
Participant contributions at end of year | 2022-12-31 | $3,954 |
Participant contributions at beginning of year | 2022-12-31 | $3,103 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $5,642 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,971 |
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 | $-1,437,111 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,034,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,472,090 |
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 pooled separate accounts at end of year | 2022-12-31 | $4,242,629 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,315,941 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $38 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $780,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $144,887 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,221,021 |
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 | No |
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 | $145,150 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,053 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $620,277 |
Contract administrator fees | 2022-12-31 | $1,000 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,468,505 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,185,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,169,108 |
Value of total corrective distributions | 2021-12-31 | $7,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $343,674 |
Value of total assets at end of year | 2021-12-31 | $6,472,090 |
Value of total assets at beginning of year | 2021-12-31 | $6,189,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,875 |
Total interest from all sources | 2021-12-31 | $10 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
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 | $224,941 |
Participant contributions at end of year | 2021-12-31 | $3,103 |
Participant contributions at beginning of year | 2021-12-31 | $2,465 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,971 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $5,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,704 |
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 | $282,710 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,472,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,189,380 |
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 pooled separate accounts at end of year | 2021-12-31 | $6,315,941 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,053,311 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $10 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $144,887 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $123,656 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,124,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $117,029 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,188 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $4,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,169,108 |
Contract administrator fees | 2021-12-31 | $8,875 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,250,182 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $130,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $128,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $361,431 |
Value of total assets at end of year | 2020-12-31 | $6,189,380 |
Value of total assets at beginning of year | 2020-12-31 | $5,069,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,400 |
Total interest from all sources | 2020-12-31 | $24 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
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 | $244,849 |
Participant contributions at end of year | 2020-12-31 | $2,465 |
Participant contributions at beginning of year | 2020-12-31 | $1,411 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $5,150 |
Assets. Other investments not covered elsewhere at beginning 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 | $1,119,810 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,189,380 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,069,570 |
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 pooled separate accounts at end of year | 2020-12-31 | $6,053,311 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,970,467 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $24 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $123,656 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $93,376 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $888,727 |
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 | Yes |
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 | $116,582 |
Employer contributions (assets) at end of year | 2020-12-31 | $4,798 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $128,972 |
Contract administrator fees | 2020-12-31 | $1,400 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,271,861 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $63,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $56,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $257,851 |
Value of total assets at end of year | 2019-12-31 | $5,069,570 |
Value of total assets at beginning of year | 2019-12-31 | $3,861,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,575 |
Total interest from all sources | 2019-12-31 | $192 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $172,101 |
Participant contributions at end of year | 2019-12-31 | $1,411 |
Participant contributions at beginning of year | 2019-12-31 | $1,867 |
Other income not declared elsewhere | 2019-12-31 | $92 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,208,427 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,069,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,861,143 |
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 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,970,467 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,777,251 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $93,376 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $77,699 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,013,726 |
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 | $85,750 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,316 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $56,859 |
Contract administrator fees | 2019-12-31 | $6,575 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-69,910 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $524,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $511,683 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $253,791 |
Value of total assets at end of year | 2018-12-31 | $3,861,235 |
Value of total assets at beginning of year | 2018-12-31 | $4,456,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,300 |
Total interest from all sources | 2018-12-31 | $287 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $167,655 |
Participant contributions at end of year | 2018-12-31 | $1,867 |
Participant contributions at beginning of year | 2018-12-31 | $1,606 |
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 | $-594,893 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,861,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,456,128 |
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 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,777,251 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,375,151 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $287 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $77,699 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $78,335 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-323,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $86,136 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,418 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,036 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $511,683 |
Contract administrator fees | 2018-12-31 | $13,300 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,018,066 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $110,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $108,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $244,772 |
Value of total assets at end of year | 2017-12-31 | $4,456,128 |
Value of total assets at beginning of year | 2017-12-31 | $3,548,676 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,993 |
Total interest from all sources | 2017-12-31 | $722 |
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 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $158,794 |
Participant contributions at end of year | 2017-12-31 | $1,606 |
Participant contributions at beginning of year | 2017-12-31 | $1,664 |
Administrative expenses (other) incurred | 2017-12-31 | $993 |
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 | $907,452 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,456,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,548,676 |
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 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $4,375,151 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,479,963 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $722 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $78,335 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $65,590 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $772,572 |
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 | No |
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 | $85,978 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,036 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $108,621 |
Contract administrator fees | 2017-12-31 | $1,000 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $527,652 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $169,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $161,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $262,836 |
Value of total assets at end of year | 2016-12-31 | $3,548,676 |
Value of total assets at beginning of year | 2016-12-31 | $3,190,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,950 |
Total interest from all sources | 2016-12-31 | $16 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $171,913 |
Participant contributions at end of year | 2016-12-31 | $1,664 |
Participant contributions at beginning of year | 2016-12-31 | $1,667 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $568 |
Other income not declared elsewhere | 2016-12-31 | $1,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $357,699 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,548,676 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,190,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $3,479,963 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,106,828 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $16 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $65,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $81,672 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $263,707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $90,355 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,459 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $810 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $161,003 |
Contract administrator fees | 2016-12-31 | $8,950 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $300,937 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $360,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $352,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $318,198 |
Value of total assets at end of year | 2015-12-31 | $3,190,977 |
Value of total assets at beginning of year | 2015-12-31 | $3,250,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,017 |
Total interest from all sources | 2015-12-31 | $204 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $197,756 |
Participant contributions at end of year | 2015-12-31 | $1,667 |
Participant contributions at beginning of year | 2015-12-31 | $980 |
Other income not declared elsewhere | 2015-12-31 | $97 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-59,845 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,190,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,250,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,106,828 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,070,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $204 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $81,672 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $114,923 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-17,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $120,442 |
Employer contributions (assets) at end of year | 2015-12-31 | $810 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $64,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $352,765 |
Contract administrator fees | 2015-12-31 | $8,017 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $452,698 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $217,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $117,263 |
Value of total corrective distributions | 2014-12-31 | $97,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $297,616 |
Value of total assets at end of year | 2014-12-31 | $3,250,822 |
Value of total assets at beginning of year | 2014-12-31 | $3,015,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,475 |
Total interest from all sources | 2014-12-31 | $1,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $233,599 |
Participant contributions at end of year | 2014-12-31 | $980 |
Participant contributions at beginning of year | 2014-12-31 | $10,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $235,061 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,250,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,015,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,070,902 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,845,856 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $114,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $110,513 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $153,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $64,017 |
Employer contributions (assets) at end of year | 2014-12-31 | $64,017 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $49,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $117,263 |
Contract administrator fees | 2014-12-31 | $2,475 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $829,026 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $174,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $174,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $259,365 |
Value of total assets at end of year | 2013-12-31 | $3,015,761 |
Value of total assets at beginning of year | 2013-12-31 | $2,361,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $125 |
Total interest from all sources | 2013-12-31 | $154 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $210,351 |
Participant contributions at end of year | 2013-12-31 | $10,378 |
Participant contributions at beginning of year | 2013-12-31 | $8,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $654,374 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,015,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,361,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,013,060 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,845,856 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $154 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $110,513 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $239,616 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $485,216 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $84,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $49,014 |
Employer contributions (assets) at end of year | 2013-12-31 | $49,014 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $174,527 |
Contract administrator fees | 2013-12-31 | $125 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,303 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,303 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $486,376 |
Total loss/gain on sale of assets | 2012-12-31 | $8,733 |
Total of all expenses incurred | 2012-12-31 | $78,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $47,028 |
Value of total corrective distributions | 2012-12-31 | $19,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $245,101 |
Value of total assets at end of year | 2012-12-31 | $2,361,387 |
Value of total assets at beginning of year | 2012-12-31 | $1,953,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,566 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $87,149 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $87,149 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $145,101 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $8,711 |
Participant contributions at beginning of year | 2012-12-31 | $1,698 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $407,599 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,361,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,953,788 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,013,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,756,692 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $239,616 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $135,398 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $141,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Assets. Value of employer real property at end of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $60,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $47,028 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Contract administrator fees | 2012-12-31 | $12,566 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $194,748 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $186,015 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ADAMS, BROWN, BERAN & BALL CHTD. |
Accountancy firm EIN | 2012-12-31 | 481040139 |
2011 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $3,654 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $3,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $176,907 |
Total loss/gain on sale of assets | 2011-12-31 | $4,520 |
Total of all expenses incurred | 2011-12-31 | $156,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $137,869 |
Value of total corrective distributions | 2011-12-31 | $12,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $201,219 |
Value of total assets at end of year | 2011-12-31 | $1,953,788 |
Value of total assets at beginning of year | 2011-12-31 | $1,933,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,483 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $36,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $36,690 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $141,219 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $1,698 |
Participant contributions at beginning of year | 2011-12-31 | $2,322 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $20,331 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,953,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,933,457 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,756,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,873,112 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $135,398 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-69,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $60,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $60,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $58,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $137,869 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Contract administrator fees | 2011-12-31 | $6,483 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $168,091 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $163,571 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ADAMS, BROWN, BERAN & BALL CHTD. |
Accountancy firm EIN | 2011-12-31 | 481040139 |
2010 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $397,808 |
Total loss/gain on sale of assets | 2010-12-31 | $3,603 |
Total of all expenses incurred | 2010-12-31 | $255,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $239,230 |
Value of total corrective distributions | 2010-12-31 | $9,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $184,988 |
Value of total assets at end of year | 2010-12-31 | $1,933,457 |
Value of total assets at beginning of year | 2010-12-31 | $1,791,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,739 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $27,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $27,802 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $126,965 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $2,322 |
Participant contributions at beginning of year | 2010-12-31 | $1,631 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $141,964 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,933,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,791,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,873,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,729,862 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $181,415 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $58,023 |
Employer contributions (assets) at end of year | 2010-12-31 | $58,023 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $60,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $239,230 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $6,739 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $556,414 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $552,811 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ADAMS, BROWN, BERAN & BALL CHTD. |
Accountancy firm EIN | 2010-12-31 | 481040139 |
2009 : MY PLUMBER 401(K) AND PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |