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CALDWELL & SONS PLUMBING AND DRAIN 401k Plan overview

Plan NameCALDWELL & SONS PLUMBING AND DRAIN
Plan identification number 001

CALDWELL & SONS PLUMBING AND DRAIN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

CALDWELL & SONS PLUMBING AND has sponsored the creation of one or more 401k plans.

Company Name:CALDWELL & SONS PLUMBING AND
Employer identification number (EIN):874757923
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALDWELL & SONS PLUMBING AND DRAIN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-11
0012022-05-01SHIRLEY HORNER2023-09-11

Financial Data on CALDWELL & SONS PLUMBING AND DRAIN

Measure Date Value
2025 : CALDWELL & SONS PLUMBING AND DRAIN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-192296
Net assets as of the end of the plan year2025-07-19139039
Total assets as of the beginning of the plan year2025-07-1979544
Value of plan covered by a fidelity bond2025-07-198000
Participant contributions to plan in this plan year2025-07-1934928
Value of participant loans at end of plan year2025-07-190
Other income to plan in this plan year2025-07-1914083
Plan net income in this plan year2025-07-1959495
Net assets as of the end of the plan year2025-07-19139039
Net assets as of the beginning of the plan year2025-07-1979544
Employer contributions to plan in this plan year2025-07-1912780
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1956
2024 : CALDWELL & SONS PLUMBING AND DRAIN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-111014
Net assets as of the end of the plan year2024-09-1179544
Total assets as of the beginning of the plan year2024-09-1130018
Value of plan covered by a fidelity bond2024-09-114000
Participant contributions to plan in this plan year2024-09-1129174
Value of participant loans at end of plan year2024-09-11500
Other income to plan in this plan year2024-09-119676
Plan net income in this plan year2024-09-1149526
Net assets as of the end of the plan year2024-09-1179544
Net assets as of the beginning of the plan year2024-09-1130018
Employer contributions to plan in this plan year2024-09-1111690
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-11222

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