401k Plan data: THE WRENCH GROUP RETIREMENT PLAN plan

THE WRENCH GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	THE WRENCH GROUP RETIREMENT PLAN
Plan identification number	001

THE WRENCH GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WRENCH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: WRENCH GROUP, LLC

Employer identification number (EIN): 811553691

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about WRENCH GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-10-07

Company Identification Number: 0802077399

Legal Registered Office Address: 903 WYNDHAM PLACE ARLINGTON

United States of America (USA)
76017

More information about WRENCH GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WRENCH GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TONJA MORRIS 2023-10-09
001 2021-01-01 TONJA MORRIS 2022-10-16
001 2020-01-01 TONJA K MORRIS 2021-10-13
001 2019-01-01 TONJA K MORRIS 2020-10-13
001 2018-01-01 TONJA K MORRIS 2019-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	TONJA MORRIS	2023-10-09
001	2021-01-01	TONJA MORRIS	2022-10-16
001	2020-01-01	TONJA K MORRIS	2021-10-13
001	2019-01-01	TONJA K MORRIS	2020-10-13
001	2018-01-01	TONJA K MORRIS	2019-10-10

Plan Statistics for THE WRENCH GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE WRENCH GROUP RETIREMENT PLAN

Measure Date Value
2022: THE WRENCH GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5,463
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5,772
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,803
Total of all active and inactive participants 2022-01-01 7,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7,575
Number of participants with account balances 2022-01-01 6,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 355
2021: THE WRENCH GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,669
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4,083
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 797
Total of all active and inactive participants 2021-01-01 4,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4,880
Number of participants with account balances 2021-01-01 3,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 219
2020: THE WRENCH GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,589
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,769
Number of retired or separated participants receiving benefits 2020-01-01 77
Number of other retired or separated participants entitled to future benefits 2020-01-01 327
Total of all active and inactive participants 2020-01-01 3,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3,173
Number of participants with account balances 2020-01-01 2,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 101
2019: THE WRENCH GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,810
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,838
Number of retired or separated participants receiving benefits 2019-01-01 31
Number of other retired or separated participants entitled to future benefits 2019-01-01 80
Total of all active and inactive participants 2019-01-01 1,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,949
Number of participants with account balances 2019-01-01 910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 109
2018: THE WRENCH GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,449
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,759
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 53
Total of all active and inactive participants 2018-01-01 1,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,817
Number of participants with account balances 2018-01-01 847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 46

Measure	Date	Value
2022: THE WRENCH GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5,463
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5,772
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,803
Total of all active and inactive participants	2022-01-01	7,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7,575
Number of participants with account balances	2022-01-01	6,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	355
2021: THE WRENCH GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,669
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4,083
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	797
Total of all active and inactive participants	2021-01-01	4,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4,880
Number of participants with account balances	2021-01-01	3,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	219
2020: THE WRENCH GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,589
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,769
Number of retired or separated participants receiving benefits	2020-01-01	77
Number of other retired or separated participants entitled to future benefits	2020-01-01	327
Total of all active and inactive participants	2020-01-01	3,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3,173
Number of participants with account balances	2020-01-01	2,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	101
2019: THE WRENCH GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,810
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,838
Number of retired or separated participants receiving benefits	2019-01-01	31
Number of other retired or separated participants entitled to future benefits	2019-01-01	80
Total of all active and inactive participants	2019-01-01	1,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,949
Number of participants with account balances	2019-01-01	910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	109
2018: THE WRENCH GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,449
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,759
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	53
Total of all active and inactive participants	2018-01-01	1,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,817
Number of participants with account balances	2018-01-01	847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	46

Financial Data on THE WRENCH GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : THE WRENCH GROUP RETIREMENT PLAN 2022 401k financial data
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	$322,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$149,529
Total income from all sources (including contributions)	2022-12-31	$17,770,720
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,135,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,036,930
Value of total corrective distributions	2022-12-31	$313,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$29,998,117
Value of total assets at end of year	2022-12-31	$81,418,664
Value of total assets at beginning of year	2022-12-31	$69,610,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$785,513
Total interest from all sources	2022-12-31	$100,742
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,882,071
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,882,071
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	$17,035,465
Participant contributions at end of year	2022-12-31	$2,532,936
Participant contributions at beginning of year	2022-12-31	$1,977,756
Participant contributions at end of year	2022-12-31	$25,957
Participant contributions at beginning of year	2022-12-31	$140,355
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,889,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$322,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$149,529
Other income not declared elsewhere	2022-12-31	$221,201
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$1,303
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	$11,635,245
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$81,096,662
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$69,461,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$76,677,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$65,927,964
Interest on participant loans	2022-12-31	$100,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,175,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,278,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,431,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,072,752
Employer contributions (assets) at end of year	2022-12-31	$5,798
Employer contributions (assets) at beginning of year	2022-12-31	$285,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,036,930
Contract administrator fees	2022-12-31	$785,513
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	SEAY & WESSINGER, LLC
Accountancy firm EIN	2022-12-31	611663588
2021 : THE WRENCH GROUP RETIREMENT PLAN 2021 401k financial data
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	$149,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$143,314
Total income from all sources (including contributions)	2021-12-31	$28,508,724
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,302,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,405,861
Expenses. Certain deemed distributions of participant loans	2021-12-31	$163,599
Value of total corrective distributions	2021-12-31	$165,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$21,411,180
Value of total assets at end of year	2021-12-31	$69,610,946
Value of total assets at beginning of year	2021-12-31	$46,398,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$567,895
Total interest from all sources	2021-12-31	$78,114
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,103,230
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,103,230
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	$10,218,335
Participant contributions at end of year	2021-12-31	$1,977,756
Participant contributions at beginning of year	2021-12-31	$1,594,793
Participant contributions at end of year	2021-12-31	$140,355
Participant contributions at beginning of year	2021-12-31	$201,578
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,251,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$149,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$143,314
Other income not declared elsewhere	2021-12-31	$173,239
Total non interest bearing cash at end of year	2021-12-31	$1,303
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	$23,206,097
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$69,461,417
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,255,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$65,927,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$43,582,848
Interest on participant loans	2021-12-31	$78,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,278,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$790,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,742,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,941,272
Employer contributions (assets) at end of year	2021-12-31	$285,081
Employer contributions (assets) at beginning of year	2021-12-31	$228,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,405,861
Contract administrator fees	2021-12-31	$567,895
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	SEAY & WESSINGER, LLC
Accountancy firm EIN	2021-12-31	611663588
2020 : THE WRENCH GROUP RETIREMENT PLAN 2020 401k financial data
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	$143,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$16,877
Total income from all sources (including contributions)	2020-12-31	$14,762,067
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,377,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,747,758
Expenses. Certain deemed distributions of participant loans	2020-12-31	$122,262
Value of total corrective distributions	2020-12-31	$143,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,477,854
Value of total assets at end of year	2020-12-31	$46,398,634
Value of total assets at beginning of year	2020-12-31	$35,887,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$364,276
Total interest from all sources	2020-12-31	$87,999
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,124,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,124,300
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	$6,103,293
Participant contributions at end of year	2020-12-31	$1,594,793
Participant contributions at beginning of year	2020-12-31	$1,416,369
Participant contributions at end of year	2020-12-31	$201,578
Participant contributions at beginning of year	2020-12-31	$8,965
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,002,911
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$4,063,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$143,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$16,877
Other income not declared elsewhere	2020-12-31	$123,316
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	$10,384,457
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,255,320
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$35,870,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$43,582,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,734,904
Interest on participant loans	2020-12-31	$87,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$790,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$661,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,948,598
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	$1,371,650
Employer contributions (assets) at end of year	2020-12-31	$228,615
Employer contributions (assets) at beginning of year	2020-12-31	$2,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,747,758
Contract administrator fees	2020-12-31	$364,276
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	SEAY & WEISSINGER, LLC
Accountancy firm EIN	2020-12-31	611663588
2019 : THE WRENCH GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,063,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$16,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$64,189
Total income from all sources (including contributions)	2019-12-31	$10,755,228
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,355,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,918,056
Expenses. Certain deemed distributions of participant loans	2019-12-31	$185,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,276,254
Value of total assets at end of year	2019-12-31	$35,887,740
Value of total assets at beginning of year	2019-12-31	$24,471,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$252,172
Total interest from all sources	2019-12-31	$77,600
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	$4,138,712
Participant contributions at end of year	2019-12-31	$1,416,369
Participant contributions at beginning of year	2019-12-31	$1,395,921
Participant contributions at end of year	2019-12-31	$8,965
Participant contributions at beginning of year	2019-12-31	$8,554
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$250,029
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$4,063,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$16,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$64,189
Other income not declared elsewhere	2019-12-31	$93,193
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	$7,399,842
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,870,863
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,407,771
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,734,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,430,039
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$76,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$661,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$621,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,308,181
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	$887,513
Employer contributions (assets) at end of year	2019-12-31	$2,417
Employer contributions (assets) at beginning of year	2019-12-31	$15,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,918,056
Contract administrator fees	2019-12-31	$252,172
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	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2019-12-31	953288054
2018 : THE WRENCH GROUP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$24,118,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$64,189
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	$3,565,621
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,276,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,006,088
Expenses. Certain deemed distributions of participant loans	2018-12-31	$170,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,046,116
Value of total assets at end of year	2018-12-31	$24,471,960
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$99,889
Total interest from all sources	2018-12-31	$89,471
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$631,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$631,745
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	$3,478,512
Participant contributions at end of year	2018-12-31	$1,395,921
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$8,554
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,387,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$64,189
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	$288,876
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,407,771
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,430,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$59,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$29,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$621,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,201,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,180,095
Employer contributions (assets) at end of year	2018-12-31	$15,739
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,006,088
Contract administrator fees	2018-12-31	$99,889
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	WRIGHT FORD YOUNG & CO
Accountancy firm EIN	2018-12-31	953288054

Form 5500 Responses for THE WRENCH GROUP RETIREMENT PLAN

2022: THE WRENCH GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE WRENCH GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE WRENCH GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE WRENCH GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE WRENCH GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503232-01

Policy instance

Insurance contract or identification number	503232-01
Number of Individuals Covered	568
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503232-01

Policy instance

Insurance contract or identification number	503232-01
Number of Individuals Covered	456
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503232-01

Policy instance

Insurance contract or identification number	503232-01
Number of Individuals Covered	244
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503232-01

Policy instance

Insurance contract or identification number	503232-01
Number of Individuals Covered	137
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

503232-01

Policy instance

Insurance contract or identification number	503232-01
Number of Individuals Covered	80
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $74,306
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $42,461
Insurance broker organization code?	3

Potentially related plans

THE WRENCH AGENCY DEFINED BENEFIT PENSION PLAN & TRUST [EIN = 954569481]

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See full terms and conditions

Company Name:	WRENCH GROUP, LLC
Employer identification number (EIN):	811553691
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-10-07
Company Identification Number:	0802077399
Legal Registered Office Address:	903 WYNDHAM PLACE ARLINGTON United States of America (USA) 76017