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W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameW.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 002

W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

W W GAY MECHANICAL CONTRACTOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:W W GAY MECHANICAL CONTRACTOR, INC.
Employer identification number (EIN):590977396
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DAVID BOREE
0022017-01-01DAVID BOREE
0022016-01-01DAVID D. BOREE
0022015-01-01DAVID D. BOREE
0022014-01-01
0022013-01-01
0022012-01-01DAVID BOREE DAVID BOREE2013-08-30
0022011-01-01DAVID BOREE DAVID BOREE2012-08-17
0022009-01-01DAVID BOREE DAVID BOREE2010-08-17
0022009-01-01DAVID BOREE DAVID BOREE2010-08-12

Plan Statistics for W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2022: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01346
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0198
Total of all active and inactive participants2022-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01312
Number of participants with account balances2022-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01351
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01305
Number of participants with account balances2021-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01290
Number of participants with account balances2020-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01285
Number of participants with account balances2019-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01214
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01277
Number of participants with account balances2018-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01269
Number of participants with account balances2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01279
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01250
Number of participants with account balances2016-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01232
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01232
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01161
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01207
Total participants2014-01-01207
Number of participants with account balances2014-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01206
Total participants2013-01-01206
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01214
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01204
Total participants2012-01-01204
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01214
Total participants2011-01-01214
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01220
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01217
Total participants2009-01-01217
Number of participants with account balances2009-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2022 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,799,212
Total unrealized appreciation/depreciation of assets2022-12-31$3,799,212
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$10,425,206
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,412,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,412,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,500,000
Value of total assets at end of year2022-12-31$67,947,200
Value of total assets at beginning of year2022-12-31$65,934,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$5,077
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,120,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,479,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$14,378
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$376,059
Total non interest bearing cash at beginning of year2022-12-31$2,172,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,012,859
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,947,200
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,934,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$63,592,090
Assets. Invements in employer securities at beginning of year2022-12-31$62,747,504
Contributions received in cash from employer2022-12-31$2,500,000
Employer contributions (assets) at end of year2022-12-31$1,500,000
Employer contributions (assets) at beginning of year2022-12-31$1,000,000
Income. Dividends from common stock2022-12-31$4,120,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,408,522
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2022-12-31263315120
2021 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,457,214
Total unrealized appreciation/depreciation of assets2021-12-31$4,457,214
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$10,106,586
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,339,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,339,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,000,000
Value of total assets at end of year2021-12-31$65,934,341
Value of total assets at beginning of year2021-12-31$70,167,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50
Total interest from all sources2021-12-31$5,783
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,643,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$7,309,578
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$20,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$584,946
Administrative expenses (other) incurred2021-12-31$50
Total non interest bearing cash at end of year2021-12-31$2,172,459
Total non interest bearing cash at beginning of year2021-12-31$3,982,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,233,121
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,934,341
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,167,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$62,747,504
Assets. Invements in employer securities at beginning of year2021-12-31$65,599,868
Contributions received in cash from employer2021-12-31$3,000,000
Employer contributions (assets) at end of year2021-12-31$1,000,000
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from common stock2021-12-31$2,643,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,319,255
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2021-12-31263315120
2020 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,907,937
Total unrealized appreciation/depreciation of assets2020-12-31$6,907,937
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$12,056,319
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,737,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,737,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,056,000
Value of total assets at end of year2020-12-31$70,167,462
Value of total assets at beginning of year2020-12-31$63,848,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$7,931
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,084,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$17,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$111,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$584,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,095,613
Total non interest bearing cash at end of year2020-12-31$3,982,648
Total non interest bearing cash at beginning of year2020-12-31$943,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,318,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,167,462
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,848,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$65,599,868
Assets. Invements in employer securities at beginning of year2020-12-31$58,691,931
Contributions received in cash from employer2020-12-31$3,056,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,100,000
Income. Dividends from common stock2020-12-31$2,084,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,625,818
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2020-12-31263315120
2019 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,479,502
Total unrealized appreciation/depreciation of assets2019-12-31$3,479,502
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$9,292,965
Total loss/gain on sale of assets2019-12-31$838
Total of all expenses incurred2019-12-31$9,141,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,141,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,100,000
Value of total assets at end of year2019-12-31$63,848,541
Value of total assets at beginning of year2019-12-31$63,696,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45
Total interest from all sources2019-12-31$59,476
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,653,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$45
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,711
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$51,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$271,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,095,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$943,286
Total non interest bearing cash at beginning of year2019-12-31$6,632,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$151,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,848,541
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,696,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$59,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$58,691,931
Assets. Invements in employer securities at beginning of year2019-12-31$55,212,429
Contributions received in cash from employer2019-12-31$3,100,000
Employer contributions (assets) at end of year2019-12-31$3,100,000
Employer contributions (assets) at beginning of year2019-12-31$1,800,000
Income. Dividends from common stock2019-12-31$2,653,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,869,603
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2019-12-31263315120
2018 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$7,490,562
Total unrealized appreciation/depreciation of assets2018-12-31$7,490,562
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$14,010,188
Total loss/gain on sale of assets2018-12-31$877
Total of all expenses incurred2018-12-31$4,396,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,396,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,300,000
Value of total assets at end of year2018-12-31$63,696,682
Value of total assets at beginning of year2018-12-31$54,082,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15
Total interest from all sources2018-12-31$13,489
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,204,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$893
Administrative expenses professional fees incurred2018-12-31$15
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$51,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$169,883
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$263,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$610,507
Other income not declared elsewhere2018-12-31$1,080
Total non interest bearing cash at end of year2018-12-31$6,632,426
Total non interest bearing cash at beginning of year2018-12-31$4,580,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$9,614,137
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,696,682
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,082,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$55,212,429
Assets. Invements in employer securities at beginning of year2018-12-31$47,721,867
Contributions received in cash from employer2018-12-31$3,300,000
Employer contributions (assets) at end of year2018-12-31$1,800,000
Employer contributions (assets) at beginning of year2018-12-31$1,000,000
Income. Dividends from preferred stock2018-12-31$9
Income. Dividends from common stock2018-12-31$3,203,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,132,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2018-12-31263315120
2017 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,265,270
Total unrealized appreciation/depreciation of assets2017-12-31$4,265,270
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$8,645,357
Total loss/gain on sale of assets2017-12-31$-979
Total of all expenses incurred2017-12-31$3,579,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,579,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,500,000
Value of total assets at end of year2017-12-31$54,082,545
Value of total assets at beginning of year2017-12-31$49,017,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111
Total interest from all sources2017-12-31$779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,878,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,238
Administrative expenses professional fees incurred2017-12-31$111
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$169,883
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$184,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$211,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$610,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,220,367
Other income not declared elsewhere2017-12-31$2,149
Total non interest bearing cash at end of year2017-12-31$4,580,288
Total non interest bearing cash at beginning of year2017-12-31$759,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,065,477
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,082,545
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,017,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$47,721,867
Assets. Invements in employer securities at beginning of year2017-12-31$43,483,328
Contributions received in cash from employer2017-12-31$2,500,000
Employer contributions (assets) at end of year2017-12-31$1,000,000
Employer contributions (assets) at beginning of year2017-12-31$1,400,000
Income. Dividends from common stock2017-12-31$1,870,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,368,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$969,029
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$-979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2017-12-31263315120
2016 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,073,074
Total unrealized appreciation/depreciation of assets2016-12-31$4,073,074
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$8,311,950
Total loss/gain on sale of assets2016-12-31$-2,889
Total of all expenses incurred2016-12-31$3,293,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,292,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,000,000
Value of total assets at end of year2016-12-31$49,017,068
Value of total assets at beginning of year2016-12-31$43,998,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76
Total interest from all sources2016-12-31$7,952
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,231,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,129
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$184,923
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$168,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$210,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,220,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,704
Other income not declared elsewhere2016-12-31$2,602
Administrative expenses (other) incurred2016-12-31$76
Total non interest bearing cash at end of year2016-12-31$759,421
Total non interest bearing cash at beginning of year2016-12-31$2,621,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,018,916
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,017,068
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,998,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$43,483,328
Assets. Invements in employer securities at beginning of year2016-12-31$39,416,558
Contributions received in cash from employer2016-12-31$2,000,000
Employer contributions (assets) at end of year2016-12-31$1,400,000
Employer contributions (assets) at beginning of year2016-12-31$800,000
Income. Dividends from common stock2016-12-31$2,219,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,082,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$969,029
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$990,117
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-2,889
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2016-12-31263315120
2015 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$722,477
Total unrealized appreciation/depreciation of assets2015-12-31$722,477
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$3,961,194
Total loss/gain on sale of assets2015-12-31$-2,364
Total of all expenses incurred2015-12-31$2,439,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,439,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,000,000
Value of total assets at end of year2015-12-31$43,998,152
Value of total assets at beginning of year2015-12-31$42,476,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30
Total interest from all sources2015-12-31$7,320
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,231,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$19,580
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$168,349
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$196,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$172,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$634,444
Other income not declared elsewhere2015-12-31$2,507
Administrative expenses (other) incurred2015-12-31$30
Total non interest bearing cash at end of year2015-12-31$2,621,424
Total non interest bearing cash at beginning of year2015-12-31$1,942,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,521,591
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,998,152
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,476,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$39,416,558
Assets. Invements in employer securities at beginning of year2015-12-31$38,678,412
Contributions received in cash from employer2015-12-31$2,000,000
Employer contributions (assets) at end of year2015-12-31$800,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$1,211,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,267,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$990,117
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,024,736
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-2,364
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2015-12-31263315120
2014 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$952,287
Total unrealized appreciation/depreciation of assets2014-12-31$952,287
Total income from all sources (including contributions)2014-12-31$4,226,735
Total loss/gain on sale of assets2014-12-31$19,331
Total of all expenses incurred2014-12-31$3,141,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,141,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,000,000
Value of total assets at end of year2014-12-31$41,372,984
Value of total assets at beginning of year2014-12-31$40,287,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$248
Total interest from all sources2014-12-31$7,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,217,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$117,951
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$937,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$634,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$439,837
Other income not declared elsewhere2014-12-31$29,632
Administrative expenses (other) incurred2014-12-31$248
Total non interest bearing cash at end of year2014-12-31$1,942,177
Total non interest bearing cash at beginning of year2014-12-31$1,172,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,085,107
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,372,984
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,287,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,567
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$70,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$38,678,412
Assets. Invements in employer securities at beginning of year2014-12-31$37,738,319
Contributions received in cash from employer2014-12-31$2,000,000
Income. Dividends from common stock2014-12-31$1,217,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,071,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,257,017
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,237,686
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2014-12-31263315120
2013 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$210,726
Total unrealized appreciation/depreciation of assets2013-12-31$210,726
Total transfer of assets to this plan2013-12-31$10,287,460
Total income from all sources (including contributions)2013-12-31$2,182,568
Total loss/gain on sale of assets2013-12-31$107,444
Total of all expenses incurred2013-12-31$7,810,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,807,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,330,000
Value of total assets at end of year2013-12-31$40,287,877
Value of total assets at beginning of year2013-12-31$35,628,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,792
Total interest from all sources2013-12-31$18,188
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$516,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$937,531
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$800,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$439,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,238
Other income not declared elsewhere2013-12-31$-152
Administrative expenses (other) incurred2013-12-31$3,792
Total non interest bearing cash at end of year2013-12-31$1,172,190
Total non interest bearing cash at beginning of year2013-12-31$438,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,628,429
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,287,877
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,628,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18,188
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$75,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$37,738,319
Assets. Invements in employer securities at beginning of year2013-12-31$34,388,194
Contributions received in cash from employer2013-12-31$1,330,000
Income. Dividends from common stock2013-12-31$516,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,731,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$107,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2013-12-31263315120
2012 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$525,070
Total unrealized appreciation/depreciation of assets2012-12-31$525,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$850
Total income from all sources (including contributions)2012-12-31$2,024,746
Total loss/gain on sale of assets2012-12-31$24,590
Total of all expenses incurred2012-12-31$4,394,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,394,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$960,000
Value of total assets at end of year2012-12-31$35,628,846
Value of total assets at beginning of year2012-12-31$37,999,074
Total interest from all sources2012-12-31$1,503
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$515,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$800,283
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$782,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$21,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$850
Other income not declared elsewhere2012-12-31$-1,462
Total non interest bearing cash at end of year2012-12-31$438,131
Total non interest bearing cash at beginning of year2012-12-31$635,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,369,378
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,628,846
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,998,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,038,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,038,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$176,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$34,388,194
Assets. Invements in employer securities at beginning of year2012-12-31$33,865,197
Contributions received in cash from employer2012-12-31$960,000
Employer contributions (assets) at beginning of year2012-12-31$480,000
Income. Dividends from common stock2012-12-31$515,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,394,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,522,537
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,497,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JAMES W MATHEWS, CPA
Accountancy firm EIN2012-12-31263315120
2011 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$126,013
Total unrealized appreciation/depreciation of assets2011-12-31$126,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$850
Total income from all sources (including contributions)2011-12-31$1,531,218
Total loss/gain on sale of assets2011-12-31$4,398
Total of all expenses incurred2011-12-31$1,909,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,909,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$960,000
Value of total assets at end of year2011-12-31$37,999,074
Value of total assets at beginning of year2011-12-31$38,376,772
Total interest from all sources2011-12-31$3,902
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$436,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$782,252
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,302,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$21,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$147,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$850
Other income not declared elsewhere2011-12-31$314
Total non interest bearing cash at end of year2011-12-31$635,909
Total non interest bearing cash at beginning of year2011-12-31$710,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-378,548
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,998,224
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,376,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,038,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$784,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$784,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$176,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$177,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$33,865,197
Assets. Invements in employer securities at beginning of year2011-12-31$33,695,116
Contributions received in cash from employer2011-12-31$960,000
Employer contributions (assets) at end of year2011-12-31$480,000
Employer contributions (assets) at beginning of year2011-12-31$560,000
Income. Dividends from common stock2011-12-31$436,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,909,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,885,798
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,881,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JAMES W. MATHEWS, CPA
Accountancy firm EIN2011-12-31263315120
2010 : W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$455,527
Total unrealized appreciation/depreciation of assets2010-12-31$455,527
Total income from all sources (including contributions)2010-12-31$2,366,817
Total loss/gain on sale of assets2010-12-31$83,780
Total of all expenses incurred2010-12-31$2,867,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,867,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$960,000
Value of total assets at end of year2010-12-31$38,376,772
Value of total assets at beginning of year2010-12-31$38,877,668
Total interest from all sources2010-12-31$12,538
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$849,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,302,559
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,185,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$147,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,770
Other income not declared elsewhere2010-12-31$5,795
Total non interest bearing cash at end of year2010-12-31$710,108
Total non interest bearing cash at beginning of year2010-12-31$769,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-500,896
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,376,772
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,877,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$784,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$417,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$417,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$177,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$153,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$33,695,116
Assets. Invements in employer securities at beginning of year2010-12-31$30,344,289
Contributions received in cash from employer2010-12-31$960,000
Employer contributions (assets) at end of year2010-12-31$560,000
Income. Dividends from common stock2010-12-31$849,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,867,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,554,778
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,470,998
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JAMES W. MATHEWS, CPA
Accountancy firm EIN2010-12-31263315120

Form 5500 Responses for W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2022: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: W.W. GAY MECHANICAL CONTRACTOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40651
Policy instance 1
Insurance contract or identification number40651
Number of Individuals Covered206
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameWILLIAM S KOCH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40651
Policy instance 1
Insurance contract or identification number40651
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $316
Total amount of fees paid to insurance companyUSD $59
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $299
Amount paid for insurance broker fees57
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Insurance broker nameWILLIAM S KOCH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40651
Policy instance 1
Insurance contract or identification number40651
Number of Individuals Covered214
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number40651
Policy instance 1
Insurance contract or identification number40651
Number of Individuals Covered215
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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