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CULLIGAN WATER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCULLIGAN WATER 401(K) PROFIT SHARING PLAN
Plan identification number 001

CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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.
  • 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

NOR-CAL WATER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NOR-CAL WATER, INC.
Employer identification number (EIN):941682983
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CULLIGAN WATER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARK FELTON
0012017-01-01MARK FELTON
0012016-01-01MARK FELTON
0012015-01-01MARK FELTON
0012014-01-01MARK FELTON
0012013-01-01MARK FELTON
0012012-01-01MARK FELTON MARK FELTON2013-08-09
0012011-01-01MARK FELTON MARK FELTON2012-04-03
0012010-01-01MARK FELTON
0012009-01-01 MARK FELTON2010-04-16
0012009-01-01MARK FELTON

Plan Statistics for CULLIGAN WATER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CULLIGAN WATER 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0129
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0126
Total number of active participants reported on line 7a of the Form 55002022-01-0126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0129
Number of participants with account balances2022-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0126
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0130
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0135
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0135
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0138
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0139
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0141
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0139
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0141
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CULLIGAN WATER 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-05-04$0
Total plan liabilities at end of year2023-05-04$0
Total plan liabilities at beginning of year2023-05-04$0
Total income from all sources2023-05-04$78,390
Expenses. Total of all expenses incurred2023-05-04$1,726,314
Benefits paid (including direct rollovers)2023-05-04$1,726,003
Total plan assets at end of year2023-05-04$0
Total plan assets at beginning of year2023-05-04$1,647,924
Value of fidelity bond covering the plan2023-05-04$1,000,000
Total contributions received or receivable from participants2023-05-04$15,673
Expenses. Other expenses not covered elsewhere2023-05-04$0
Contributions received from other sources (not participants or employers)2023-05-04$0
Other income received2023-05-04$61,150
Noncash contributions received2023-05-04$0
Net income (gross income less expenses)2023-05-04$-1,647,924
Net plan assets at end of year (total assets less liabilities)2023-05-04$0
Net plan assets at beginning of year (total assets less liabilities)2023-05-04$1,647,924
Total contributions received or receivable from employer(s)2023-05-04$1,567
Value of certain deemed distributions of participant loans2023-05-04$0
Value of corrective distributions2023-05-04$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-04$311
2022 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-181,904
Expenses. Total of all expenses incurred2022-12-31$434,655
Benefits paid (including direct rollovers)2022-12-31$433,955
Total plan assets at end of year2022-12-31$1,647,924
Total plan assets at beginning of year2022-12-31$2,264,483
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$136,891
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-332,484
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-616,559
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,647,924
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,264,483
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$13,689
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$700
2021 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$386,488
Expenses. Total of all expenses incurred2021-12-31$208,781
Benefits paid (including direct rollovers)2021-12-31$207,921
Total plan assets at end of year2021-12-31$2,264,483
Total plan assets at beginning of year2021-12-31$2,086,776
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$132,426
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$240,819
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$177,707
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,264,483
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,086,776
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$13,243
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$860
2020 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$443,716
Expenses. Total of all expenses incurred2020-12-31$459,531
Benefits paid (including direct rollovers)2020-12-31$458,526
Total plan assets at end of year2020-12-31$2,086,776
Total plan assets at beginning of year2020-12-31$2,102,591
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$145,417
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$283,781
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-15,815
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,086,776
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,102,591
Assets. Value of participant loans2020-12-31$4,947
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$14,518
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,005
2019 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$533,895
Expenses. Total of all expenses incurred2019-12-31$390,089
Benefits paid (including direct rollovers)2019-12-31$389,129
Total plan assets at end of year2019-12-31$2,102,591
Total plan assets at beginning of year2019-12-31$1,958,785
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$142,830
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$376,782
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$143,806
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,102,591
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,958,785
Assets. Value of participant loans2019-12-31$9,115
Total contributions received or receivable from employer(s)2019-12-31$14,283
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$960
2018 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$12,255
Expenses. Total of all expenses incurred2018-12-31$308,656
Benefits paid (including direct rollovers)2018-12-31$307,726
Total plan assets at end of year2018-12-31$1,958,785
Total plan assets at beginning of year2018-12-31$2,255,186
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$127,946
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-128,486
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-296,401
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,958,785
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,255,186
Assets. Value of participant loans2018-12-31$22,646
Total contributions received or receivable from employer(s)2018-12-31$12,795
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$930
2017 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$467,240
Expenses. Total of all expenses incurred2017-12-31$75,037
Benefits paid (including direct rollovers)2017-12-31$73,797
Total plan assets at end of year2017-12-31$2,255,186
Total plan assets at beginning of year2017-12-31$1,862,983
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$112,348
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$343,658
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$392,203
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,255,186
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,862,983
Assets. Value of participant loans2017-12-31$29,259
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$11,234
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,240
2016 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$246,242
Expenses. Total of all expenses incurred2016-12-31$30,260
Benefits paid (including direct rollovers)2016-12-31$29,175
Total plan assets at end of year2016-12-31$1,862,983
Total plan assets at beginning of year2016-12-31$1,647,001
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$97,027
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$139,512
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$215,982
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,862,983
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,647,001
Assets. Value of participant loans2016-12-31$28,212
Total contributions received or receivable from employer(s)2016-12-31$9,703
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,085
2015 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$74,696
Expenses. Total of all expenses incurred2015-12-31$143,881
Benefits paid (including direct rollovers)2015-12-31$146,346
Total plan assets at end of year2015-12-31$1,647,001
Total plan assets at beginning of year2015-12-31$1,716,186
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$84,656
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,960
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-69,185
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,647,001
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,716,186
Assets. Value of participant loans2015-12-31$32,451
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$-3,740
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,275
2014 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$191,184
Expenses. Total of all expenses incurred2014-12-31$39,658
Benefits paid (including direct rollovers)2014-12-31$34,948
Total plan assets at end of year2014-12-31$1,716,186
Total plan assets at beginning of year2014-12-31$1,564,660
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$71,354
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$11,388
Other income received2014-12-31$108,442
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$151,526
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,716,186
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,564,660
Assets. Value of participant loans2014-12-31$23,789
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$3,740
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$970
2013 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$315,120
Expenses. Total of all expenses incurred2013-12-31$77,981
Benefits paid (including direct rollovers)2013-12-31$76,640
Total plan assets at end of year2013-12-31$1,564,660
Total plan assets at beginning of year2013-12-31$1,327,521
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$62,557
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$18,324
Other income received2013-12-31$234,239
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$237,139
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,564,660
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,327,521
Assets. Value of participant loans2013-12-31$37,188
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,341
2012 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$234,936
Expenses. Total of all expenses incurred2012-12-31$15,941
Benefits paid (including direct rollovers)2012-12-31$14,657
Total plan assets at end of year2012-12-31$1,327,521
Total plan assets at beginning of year2012-12-31$1,108,526
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$70,904
Other income received2012-12-31$164,032
Net income (gross income less expenses)2012-12-31$218,995
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,327,521
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,108,526
Assets. Value of participant loans2012-12-31$27,001
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,408
Expenses. Total of all expenses incurred2011-12-31$12,231
Benefits paid (including direct rollovers)2011-12-31$10,735
Total plan assets at end of year2011-12-31$1,108,526
Total plan assets at beginning of year2011-12-31$1,091,349
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$71,177
Other income received2011-12-31$-41,769
Net income (gross income less expenses)2011-12-31$17,177
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,108,526
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,091,349
Assets. Value of participant loans2011-12-31$34,325
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$228,715
Expenses. Total of all expenses incurred2010-12-31$38,514
Benefits paid (including direct rollovers)2010-12-31$35,897
Total plan assets at end of year2010-12-31$1,091,349
Total plan assets at beginning of year2010-12-31$901,148
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$69,904
Other income received2010-12-31$158,811
Net income (gross income less expenses)2010-12-31$190,201
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,091,349
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$901,148
Assets. Value of participant loans2010-12-31$23,731
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CULLIGAN WATER 401(K) PROFIT SHARING PLAN

2023: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 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: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CULLIGAN WATER 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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