401k Plan data: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN plan

DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	006

DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

DON BRANDEL PLUMBING, INC. has sponsored the creation of one or more 401k plans.

Company Name: DON BRANDEL PLUMBING, INC.

Employer identification number (EIN): 951974756

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2021-10-01 DONALD GREG BRANDEL 2023-04-04 DONALD GREG BRANDEL 2023-04-04
006 2021-10-01 DONALD GREG BRANDEL 2024-01-08 DONALD GREG BRANDEL 2024-01-08
006 2020-10-01 DONALD GREG BRANDEL 2022-06-27 DONALD GREG BRANDEL 2022-06-27
006 2019-10-01 DONALD GREG BRANDEL 2021-06-22 DONALD GREG BRANDEL 2021-06-22
006 2018-10-01 DONALD GREG BRANDEL 2020-07-08 DONALD GREG BRANDEL 2020-07-08
006 2017-10-01
006 2016-10-01
006 2015-10-01
006 2014-10-01
006 2013-10-01 DENNIS CASTALDO
006 2012-10-01 DENNIS CASTALDO DENNIS CASTALDO 2014-04-01
006 2011-10-01 DENNIS CASTALDO
006 2010-10-01 DENNIS CASTALDO
006 2009-10-01 DENNIS CASTALDO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
006	2021-10-01	DONALD GREG BRANDEL	2023-04-04	DONALD GREG BRANDEL	2023-04-04
006	2021-10-01	DONALD GREG BRANDEL	2024-01-08	DONALD GREG BRANDEL	2024-01-08
006	2020-10-01	DONALD GREG BRANDEL	2022-06-27	DONALD GREG BRANDEL	2022-06-27
006	2019-10-01	DONALD GREG BRANDEL	2021-06-22	DONALD GREG BRANDEL	2021-06-22
006	2018-10-01	DONALD GREG BRANDEL	2020-07-08	DONALD GREG BRANDEL	2020-07-08
006	2017-10-01
006	2016-10-01
006	2015-10-01
006	2014-10-01
006	2013-10-01	DENNIS CASTALDO
006	2012-10-01	DENNIS CASTALDO		DENNIS CASTALDO	2014-04-01
006	2011-10-01	DENNIS CASTALDO
006	2010-10-01	DENNIS CASTALDO
006	2009-10-01	DENNIS CASTALDO

Plan Statistics for DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 9
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 3
Total of all active and inactive participants 2021-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 1
Total participants 2021-10-01 13
Number of participants with account balances 2021-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 10
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 5
Total of all active and inactive participants 2020-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 15
Number of participants with account balances 2020-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 1
2019: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 11
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 4
Total of all active and inactive participants 2019-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 15
Number of participants with account balances 2019-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 11
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 4
Total of all active and inactive participants 2018-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 15
Number of participants with account balances 2018-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 12
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 5
Total of all active and inactive participants 2017-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 17
Number of participants with account balances 2017-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 12
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 6
Total of all active and inactive participants 2016-10-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 18
Number of participants with account balances 2016-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 1
2015: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 14
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 2
Total of all active and inactive participants 2015-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 16
Number of participants with account balances 2015-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 1
2014: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 11
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 2
Total of all active and inactive participants 2014-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 13
Number of participants with account balances 2014-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 12
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 1
Total of all active and inactive participants 2013-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 13
Number of participants with account balances 2013-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 12
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 13
Number of participants with account balances 2012-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 10
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 13
Number of participants with account balances 2011-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 11
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 2
Total of all active and inactive participants 2010-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 13
Number of participants with account balances 2010-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 9
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 11
Number of participants with account balances 2009-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2021: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	9
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	3
Total of all active and inactive participants	2021-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	1
Total participants	2021-10-01	13
Number of participants with account balances	2021-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	10
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	5
Total of all active and inactive participants	2020-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	15
Number of participants with account balances	2020-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	1
2019: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	11
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	4
Total of all active and inactive participants	2019-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	15
Number of participants with account balances	2019-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	11
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	4
Total of all active and inactive participants	2018-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	15
Number of participants with account balances	2018-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	12
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	5
Total of all active and inactive participants	2017-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	17
Number of participants with account balances	2017-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	12
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	6
Total of all active and inactive participants	2016-10-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	18
Number of participants with account balances	2016-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	1
2015: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	14
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	2
Total of all active and inactive participants	2015-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	16
Number of participants with account balances	2015-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	1
2014: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	11
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	2
Total of all active and inactive participants	2014-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	13
Number of participants with account balances	2014-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	12
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	1
Total of all active and inactive participants	2013-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	13
Number of participants with account balances	2013-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	12
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	13
Number of participants with account balances	2012-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	10
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	13
Number of participants with account balances	2011-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	11
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	2
Total of all active and inactive participants	2010-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	13
Number of participants with account balances	2010-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	9
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	11
Number of participants with account balances	2009-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-1,265,058
Expenses. Total of all expenses incurred	2022-09-30	$313,058
Benefits paid (including direct rollovers)	2022-09-30	$251,146
Total plan assets at end of year	2022-09-30	$9,793,890
Total plan assets at beginning of year	2022-09-30	$11,372,006
Value of fidelity bond covering the plan	2022-09-30	$500,000
Total contributions received or receivable from participants	2022-09-30	$105,821
Other income received	2022-09-30	$-1,384,406
Net income (gross income less expenses)	2022-09-30	$-1,578,116
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$9,793,890
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$11,372,006
Assets. Value of participant loans	2022-09-30	$2,781
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$277,810
Total contributions received or receivable from employer(s)	2022-09-30	$13,527
Value of certain deemed distributions of participant loans	2022-09-30	$61,312
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$600
2021 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$1,637,229
Expenses. Total of all expenses incurred	2021-09-30	$89,923
Benefits paid (including direct rollovers)	2021-09-30	$27,495
Total plan assets at end of year	2021-09-30	$11,372,006
Total plan assets at beginning of year	2021-09-30	$9,824,700
Value of fidelity bond covering the plan	2021-09-30	$500,000
Total contributions received or receivable from participants	2021-09-30	$106,569
Contributions received from other sources (not participants or employers)	2021-09-30	$454
Other income received	2021-09-30	$1,512,430
Net income (gross income less expenses)	2021-09-30	$1,547,306
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$11,372,006
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$9,824,700
Assets. Value of participant loans	2021-09-30	$5,993
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$181,226
Total contributions received or receivable from employer(s)	2021-09-30	$17,776
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$62,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$1,244,604
Expenses. Total of all expenses incurred	2020-09-30	$136,334
Benefits paid (including direct rollovers)	2020-09-30	$148,889
Total plan assets at end of year	2020-09-30	$9,824,700
Total plan assets at beginning of year	2020-09-30	$8,716,430
Value of fidelity bond covering the plan	2020-09-30	$500,000
Total contributions received or receivable from participants	2020-09-30	$95,568
Contributions received from other sources (not participants or employers)	2020-09-30	$411,657
Other income received	2020-09-30	$539,421
Net income (gross income less expenses)	2020-09-30	$1,108,270
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$9,824,700
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$8,716,430
Assets. Value of participant loans	2020-09-30	$9,089
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$66,335
Total contributions received or receivable from employer(s)	2020-09-30	$197,958
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$-12,555
2019 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$664,593
Expenses. Total of all expenses incurred	2019-09-30	$171,209
Benefits paid (including direct rollovers)	2019-09-30	$165,164
Total plan assets at end of year	2019-09-30	$8,716,430
Total plan assets at beginning of year	2019-09-30	$8,223,046
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$82,869
Other income received	2019-09-30	$359,005
Net income (gross income less expenses)	2019-09-30	$493,384
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$8,716,430
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$8,223,046
Assets. Value of participant loans	2019-09-30	$11,943
Assets. Value of assets in partnership/joint-venture interests	2019-09-30	$44,145
Total contributions received or receivable from employer(s)	2019-09-30	$222,719
Value of certain deemed distributions of participant loans	2019-09-30	$6,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$522,679
Expenses. Total of all expenses incurred	2018-09-30	$349,758
Benefits paid (including direct rollovers)	2018-09-30	$343,834
Total plan assets at end of year	2018-09-30	$8,223,046
Total plan assets at beginning of year	2018-09-30	$8,050,125
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$75,446
Other income received	2018-09-30	$251,665
Net income (gross income less expenses)	2018-09-30	$172,921
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$8,223,046
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$8,050,125
Assets. Value of participant loans	2018-09-30	$14,637
Assets. Value of assets in partnership/joint-venture interests	2018-09-30	$74,847
Total contributions received or receivable from employer(s)	2018-09-30	$195,568
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$5,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$715,803
Expenses. Total of all expenses incurred	2017-09-30	$146,012
Benefits paid (including direct rollovers)	2017-09-30	$140,090
Total plan assets at end of year	2017-09-30	$8,050,125
Total plan assets at beginning of year	2017-09-30	$7,480,334
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$69,123
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$637,712
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$569,791
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$8,050,125
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$7,480,334
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$76,179
Total contributions received or receivable from employer(s)	2017-09-30	$8,968
Value of certain deemed distributions of participant loans	2017-09-30	$5,922
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$0
2016 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$643,951
Expenses. Total of all expenses incurred	2016-09-30	$5,417
Total plan assets at end of year	2016-09-30	$7,480,334
Total plan assets at beginning of year	2016-09-30	$6,841,800
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$69,831
Other income received	2016-09-30	$560,616
Net income (gross income less expenses)	2016-09-30	$638,534
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$7,480,334
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$6,841,800
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$66,795
Total contributions received or receivable from employer(s)	2016-09-30	$13,504
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$5,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$163,444
Expenses. Total of all expenses incurred	2015-09-30	$1,982
Benefits paid (including direct rollovers)	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$6,841,800
Total plan assets at beginning of year	2015-09-30	$6,680,338
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$121,335
Expenses. Other expenses not covered elsewhere	2015-09-30	$1,982
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-156,153
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$161,462
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$6,841,800
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$6,680,338
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$71,292
Total contributions received or receivable from employer(s)	2015-09-30	$198,262
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$766,101
Expenses. Total of all expenses incurred	2014-09-30	$150,782
Benefits paid (including direct rollovers)	2014-09-30	$150,522
Total plan assets at end of year	2014-09-30	$6,680,338
Total plan assets at beginning of year	2014-09-30	$6,065,019
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$102,240
Assets. Value of loans (other than to participants)	2014-09-30	$50,000
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$462,649
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$615,319
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$6,680,338
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$6,065,019
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$82,992
Total contributions received or receivable from employer(s)	2014-09-30	$201,212
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$797,857
Expenses. Total of all expenses incurred	2013-09-30	$8,020
Benefits paid (including direct rollovers)	2013-09-30	$7,818
Total plan assets at end of year	2013-09-30	$6,065,019
Total plan assets at beginning of year	2013-09-30	$5,275,182
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$85,455
Assets. Value of loans (other than to participants)	2013-09-30	$50,000
Contributions received from other sources (not participants or employers)	2013-09-30	$13,946
Other income received	2013-09-30	$510,460
Net income (gross income less expenses)	2013-09-30	$789,837
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$6,065,019
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$5,275,182
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$61,004
Total contributions received or receivable from employer(s)	2013-09-30	$187,996
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$868,740
Expenses. Total of all expenses incurred	2012-09-30	$465,505
Benefits paid (including direct rollovers)	2012-09-30	$465,312
Total plan assets at end of year	2012-09-30	$5,275,182
Total plan assets at beginning of year	2012-09-30	$4,871,947
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$48,781
Assets. Value of loans (other than to participants)	2012-09-30	$50,000
Other income received	2012-09-30	$798,959
Net income (gross income less expenses)	2012-09-30	$403,235
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$5,275,182
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,871,947
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$73,626
Assets. Value of real-estate (other than employer real property)	2012-09-30	$0
Total contributions received or receivable from employer(s)	2012-09-30	$21,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$907,415
Expenses. Total of all expenses incurred	2011-09-30	$16,171
Benefits paid (including direct rollovers)	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$4,871,947
Total plan assets at beginning of year	2011-09-30	$3,980,703
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$31,657
Contributions received from other sources (not participants or employers)	2011-09-30	$961,499
Other income received	2011-09-30	$-106,165
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$891,244
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,871,947
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$3,980,703
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$285,261
Assets. Value of real-estate (other than employer real property)	2011-09-30	$110,297
Total contributions received or receivable from employer(s)	2011-09-30	$20,424
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$16,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN

2021: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	Yes
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: DON BRANDEL PLUMBING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101981

Policy instance

Insurance contract or identification number	101981
Number of Individuals Covered	14
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	600
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101981

Policy instance

Insurance contract or identification number	101981
Number of Individuals Covered	16
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,413
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
Amount paid for insurance broker fees	150
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101981

Policy instance

Insurance contract or identification number	101981
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $19,743
Total amount of fees paid to insurance company	USD $4,621
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $19,743
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	4
Amount paid for insurance broker fees	300

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101981

Policy instance

Insurance contract or identification number	101981
Number of Individuals Covered	16
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $30,929
Total amount of fees paid to insurance company	USD $4,473
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $29,374
Insurance broker organization code?	4
Amount paid for insurance broker fees	450
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

101981

Policy instance

Insurance contract or identification number	101981
Number of Individuals Covered	16
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $34,591
Total amount of fees paid to insurance company	USD $4,435
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	DON BRANDEL PLUMBING, INC.
Employer identification number (EIN):	951974756
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors