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GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameGREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

GREGG ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREGG ELECTRIC, INC.
Employer identification number (EIN):952133891
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-06-01
0032021-06-01
0032020-06-01
0032019-06-01
0032018-06-01
0032017-06-01RANDALL FEHLMAN RANDALL FEHLMAN2019-03-15
0032016-06-01RANDALL FEHLMAN
0032015-06-01RANDALL FEHLMAN
0032014-06-01RANDALL FEHLMAN
0032013-06-01RANDALL FEHLMAN
0032012-06-01RANDALL FEHLMAN
0032011-06-01RANDALL FEHLMAN
0032010-06-01RANDALL FEHLMAN
0032009-06-01RANDALL FEHLMAN RANDALL FEHLMAN2011-01-10

Plan Statistics for GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-0141
Total number of active participants reported on line 7a of the Form 55002022-06-010
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-010
Number of participants with account balances2022-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
2021: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-0145
Total number of active participants reported on line 7a of the Form 55002021-06-010
Number of retired or separated participants receiving benefits2021-06-015
Number of other retired or separated participants entitled to future benefits2021-06-0134
Total of all active and inactive participants2021-06-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-012
Total participants2021-06-0141
Number of participants with account balances2021-06-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
2020: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-0144
Total number of active participants reported on line 7a of the Form 55002020-06-0128
Number of retired or separated participants receiving benefits2020-06-015
Number of other retired or separated participants entitled to future benefits2020-06-019
Total of all active and inactive participants2020-06-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-012
Total participants2020-06-0144
Number of participants with account balances2020-06-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-0141
Total number of active participants reported on line 7a of the Form 55002019-06-0127
Number of retired or separated participants receiving benefits2019-06-015
Number of other retired or separated participants entitled to future benefits2019-06-017
Total of all active and inactive participants2019-06-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-012
Total participants2019-06-0141
Number of participants with account balances2019-06-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-0139
Total number of active participants reported on line 7a of the Form 55002018-06-0125
Number of retired or separated participants receiving benefits2018-06-012
Number of other retired or separated participants entitled to future benefits2018-06-0110
Total of all active and inactive participants2018-06-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-012
Total participants2018-06-0139
Number of participants with account balances2018-06-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-011
2017: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-0137
Total number of active participants reported on line 7a of the Form 55002017-06-0125
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0125
Number of participants with account balances2017-06-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-0138
Total number of active participants reported on line 7a of the Form 55002016-06-0126
Number of retired or separated participants receiving benefits2016-06-014
Number of other retired or separated participants entitled to future benefits2016-06-017
Total of all active and inactive participants2016-06-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-011
Total participants2016-06-0138
Number of participants with account balances2016-06-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-0136
Total number of active participants reported on line 7a of the Form 55002015-06-0125
Number of retired or separated participants receiving benefits2015-06-013
Number of other retired or separated participants entitled to future benefits2015-06-017
Total of all active and inactive participants2015-06-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011
Total participants2015-06-0136
Number of participants with account balances2015-06-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0134
Total number of active participants reported on line 7a of the Form 55002014-06-0125
Number of retired or separated participants receiving benefits2014-06-011
Number of other retired or separated participants entitled to future benefits2014-06-017
Total of all active and inactive participants2014-06-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-0134
Number of participants with account balances2014-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0135
Total number of active participants reported on line 7a of the Form 55002013-06-0125
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-017
Total of all active and inactive participants2013-06-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-0133
Number of participants with account balances2013-06-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-0134
Total number of active participants reported on line 7a of the Form 55002012-06-0125
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-018
Total of all active and inactive participants2012-06-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-0134
Number of participants with account balances2012-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0134
Total number of active participants reported on line 7a of the Form 55002011-06-0129
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-015
Total of all active and inactive participants2011-06-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0134
Number of participants with account balances2011-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-0134
Total number of active participants reported on line 7a of the Form 55002010-06-0129
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-015
Total of all active and inactive participants2010-06-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0134
Number of participants with account balances2010-06-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0131
Total number of active participants reported on line 7a of the Form 55002009-06-0127
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-014
Total of all active and inactive participants2009-06-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0131
Number of participants with account balances2009-06-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan2023-05-31$0
Total plan liabilities at end of year2023-05-31$0
Total plan liabilities at beginning of year2023-05-31$13,423
Total income from all sources2023-05-31$0
Expenses. Total of all expenses incurred2023-05-31$14,131,063
Benefits paid (including direct rollovers)2023-05-31$14,131,063
Total plan assets at end of year2023-05-31$0
Total plan assets at beginning of year2023-05-31$14,144,486
Value of fidelity bond covering the plan2023-05-31$300,000
Total contributions received or receivable from participants2023-05-31$0
Expenses. Other expenses not covered elsewhere2023-05-31$0
Contributions received from other sources (not participants or employers)2023-05-31$0
Other income received2023-05-31$0
Noncash contributions received2023-05-31$0
Net income (gross income less expenses)2023-05-31$-14,131,063
Net plan assets at end of year (total assets less liabilities)2023-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$14,131,063
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-05-31$0
Total contributions received or receivable from employer(s)2023-05-31$0
Value of certain deemed distributions of participant loans2023-05-31$0
Value of corrective distributions2023-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$0
2022 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan2022-05-31$0
Total plan liabilities at end of year2022-05-31$13,423
Total plan liabilities at beginning of year2022-05-31$13,423
Total income from all sources2022-05-31$-431,553
Expenses. Total of all expenses incurred2022-05-31$34,264
Benefits paid (including direct rollovers)2022-05-31$0
Total plan assets at end of year2022-05-31$14,144,486
Total plan assets at beginning of year2022-05-31$14,610,303
Value of fidelity bond covering the plan2022-05-31$300,000
Total contributions received or receivable from participants2022-05-31$0
Expenses. Other expenses not covered elsewhere2022-05-31$0
Contributions received from other sources (not participants or employers)2022-05-31$0
Other income received2022-05-31$-431,553
Noncash contributions received2022-05-31$0
Net income (gross income less expenses)2022-05-31$-465,817
Net plan assets at end of year (total assets less liabilities)2022-05-31$14,131,063
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$14,596,880
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-05-31$0
Total contributions received or receivable from employer(s)2022-05-31$0
Value of certain deemed distributions of participant loans2022-05-31$0
Value of corrective distributions2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$34,264
2021 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan2021-05-31$0
Total plan liabilities at end of year2021-05-31$13,423
Total plan liabilities at beginning of year2021-05-31$2,356,872
Total income from all sources2021-05-31$-1,726,476
Expenses. Total of all expenses incurred2021-05-31$28,884
Benefits paid (including direct rollovers)2021-05-31$0
Total plan assets at end of year2021-05-31$14,610,303
Total plan assets at beginning of year2021-05-31$18,709,112
Value of fidelity bond covering the plan2021-05-31$300,000
Total contributions received or receivable from participants2021-05-31$0
Expenses. Other expenses not covered elsewhere2021-05-31$0
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$-1,726,476
Noncash contributions received2021-05-31$0
Net income (gross income less expenses)2021-05-31$-1,755,360
Net plan assets at end of year (total assets less liabilities)2021-05-31$14,596,880
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$16,352,240
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-05-31$0
Assets. Value of employer securities2021-05-31$0
Total contributions received or receivable from employer(s)2021-05-31$0
Value of certain deemed distributions of participant loans2021-05-31$0
Value of corrective distributions2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$28,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
2020 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan2020-05-31$0
Total plan liabilities at end of year2020-05-31$2,356,872
Total plan liabilities at beginning of year2020-05-31$0
Total income from all sources2020-05-31$2,842,764
Expenses. Total of all expenses incurred2020-05-31$1,304,916
Benefits paid (including direct rollovers)2020-05-31$1,279,722
Total plan assets at end of year2020-05-31$18,709,113
Total plan assets at beginning of year2020-05-31$14,814,393
Value of fidelity bond covering the plan2020-05-31$300,000
Total contributions received or receivable from participants2020-05-31$0
Expenses. Other expenses not covered elsewhere2020-05-31$0
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$2,815,964
Noncash contributions received2020-05-31$0
Net income (gross income less expenses)2020-05-31$1,537,848
Net plan assets at end of year (total assets less liabilities)2020-05-31$16,352,241
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$14,814,393
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-05-31$0
Assets. Value of employer securities2020-05-31$8,457,878
Total contributions received or receivable from employer(s)2020-05-31$26,800
Value of certain deemed distributions of participant loans2020-05-31$0
Value of corrective distributions2020-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$25,194
2019 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-05-31$0
Total plan liabilities at end of year2019-05-31$0
Total plan liabilities at beginning of year2019-05-31$0
Total income from all sources2019-05-31$2,209,609
Expenses. Total of all expenses incurred2019-05-31$21,053
Benefits paid (including direct rollovers)2019-05-31$0
Total plan assets at end of year2019-05-31$14,814,393
Total plan assets at beginning of year2019-05-31$12,625,837
Value of fidelity bond covering the plan2019-05-31$300,000
Total contributions received or receivable from participants2019-05-31$0
Expenses. Other expenses not covered elsewhere2019-05-31$0
Contributions received from other sources (not participants or employers)2019-05-31$0
Other income received2019-05-31$2,182,809
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$2,188,556
Net plan assets at end of year (total assets less liabilities)2019-05-31$14,814,393
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$12,625,837
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-05-31$0
Assets. Value of employer securities2019-05-31$7,806,328
Total contributions received or receivable from employer(s)2019-05-31$26,800
Value of certain deemed distributions of participant loans2019-05-31$0
Value of corrective distributions2019-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$21,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-05-31$0
Total plan liabilities at end of year2018-05-31$0
Total plan liabilities at beginning of year2018-05-31$0
Total income from all sources2018-05-31$3,574,424
Expenses. Total of all expenses incurred2018-05-31$135,997
Benefits paid (including direct rollovers)2018-05-31$123,380
Total plan assets at end of year2018-05-31$12,625,837
Total plan assets at beginning of year2018-05-31$9,187,410
Value of fidelity bond covering the plan2018-05-31$300,000
Total contributions received or receivable from participants2018-05-31$0
Expenses. Other expenses not covered elsewhere2018-05-31$0
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$3,547,624
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$3,438,427
Net plan assets at end of year (total assets less liabilities)2018-05-31$12,625,837
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$9,187,410
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-05-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-05-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-05-31$0
Assets. Value of employer securities2018-05-31$8,146,169
Total contributions received or receivable from employer(s)2018-05-31$26,800
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$12,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$123,380
2017 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-05-31$34,902
Total income from all sources2017-05-31$3,814,635
Expenses. Total of all expenses incurred2017-05-31$432,903
Benefits paid (including direct rollovers)2017-05-31$394,537
Total plan assets at end of year2017-05-31$9,187,410
Total plan assets at beginning of year2017-05-31$5,840,580
Value of fidelity bond covering the plan2017-05-31$300,000
Expenses. Other expenses not covered elsewhere2017-05-31$38,366
Other income received2017-05-31$3,787,835
Net income (gross income less expenses)2017-05-31$3,381,732
Net plan assets at end of year (total assets less liabilities)2017-05-31$9,187,410
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$5,805,678
Assets. Value of employer securities2017-05-31$5,990,943
Total contributions received or receivable from employer(s)2017-05-31$26,800
2016 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-05-31$34,902
Total income from all sources2016-05-31$398,019
Expenses. Total of all expenses incurred2016-05-31$148,901
Benefits paid (including direct rollovers)2016-05-31$120,044
Total plan assets at end of year2016-05-31$5,840,580
Total plan assets at beginning of year2016-05-31$5,556,560
Value of fidelity bond covering the plan2016-05-31$300,000
Expenses. Other expenses not covered elsewhere2016-05-31$28,857
Other income received2016-05-31$371,219
Net income (gross income less expenses)2016-05-31$249,118
Net plan assets at end of year (total assets less liabilities)2016-05-31$5,805,678
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$5,556,560
Assets. Value of employer securities2016-05-31$4,557,927
Total contributions received or receivable from employer(s)2016-05-31$26,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$85,142
2015 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-05-31$2,098
Total income from all sources2015-05-31$1,286,651
Expenses. Total of all expenses incurred2015-05-31$109,895
Benefits paid (including direct rollovers)2015-05-31$72,753
Total plan assets at end of year2015-05-31$5,556,560
Total plan assets at beginning of year2015-05-31$4,381,902
Value of fidelity bond covering the plan2015-05-31$300,000
Expenses. Other expenses not covered elsewhere2015-05-31$37,142
Other income received2015-05-31$1,252,438
Net income (gross income less expenses)2015-05-31$1,176,756
Net plan assets at end of year (total assets less liabilities)2015-05-31$5,556,560
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$4,379,804
Assets. Value of employer securities2015-05-31$4,303,548
Total contributions received or receivable from employer(s)2015-05-31$34,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$68,450
2014 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-05-31$2,098
Total income from all sources2014-05-31$497,707
Expenses. Total of all expenses incurred2014-05-31$106,805
Benefits paid (including direct rollovers)2014-05-31$80,005
Total plan assets at end of year2014-05-31$4,381,902
Total plan assets at beginning of year2014-05-31$3,988,902
Value of fidelity bond covering the plan2014-05-31$300,000
Expenses. Other expenses not covered elsewhere2014-05-31$26,800
Other income received2014-05-31$470,907
Net income (gross income less expenses)2014-05-31$390,902
Net plan assets at end of year (total assets less liabilities)2014-05-31$4,379,804
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$3,988,902
Assets. Value of employer securities2014-05-31$3,555,894
Total contributions received or receivable from employer(s)2014-05-31$26,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$69,524
2013 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-05-31$392,033
Total income from all sources2013-05-31$2,066,486
Expenses. Total of all expenses incurred2013-05-31$36,519
Total plan assets at end of year2013-05-31$3,988,902
Total plan assets at beginning of year2013-05-31$2,350,968
Value of fidelity bond covering the plan2013-05-31$300,000
Expenses. Other expenses not covered elsewhere2013-05-31$36,519
Other income received2013-05-31$2,039,686
Net income (gross income less expenses)2013-05-31$2,029,967
Net plan assets at end of year (total assets less liabilities)2013-05-31$3,988,902
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,958,935
Assets. Value of employer securities2013-05-31$3,192,779
Total contributions received or receivable from employer(s)2013-05-31$26,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-05-31$392,033
Total plan liabilities at beginning of year2012-05-31$892,033
Total income from all sources2012-05-31$402,678
Expenses. Total of all expenses incurred2012-05-31$82,518
Total plan assets at end of year2012-05-31$2,350,968
Total plan assets at beginning of year2012-05-31$2,530,808
Value of fidelity bond covering the plan2012-05-31$300,000
Expenses. Other expenses not covered elsewhere2012-05-31$82,518
Other income received2012-05-31$346,178
Net income (gross income less expenses)2012-05-31$320,160
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,958,935
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,638,775
Assets. Value of employer securities2012-05-31$2,159,346
Total contributions received or receivable from employer(s)2012-05-31$56,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-05-31$892,033
Total income from all sources2011-05-31$564,619
Expenses. Total of all expenses incurred2011-05-31$56,500
Total plan assets at end of year2011-05-31$2,530,808
Total plan assets at beginning of year2011-05-31$1,130,656
Value of fidelity bond covering the plan2011-05-31$300,000
Expenses. Other expenses not covered elsewhere2011-05-31$56,500
Other income received2011-05-31$8,119
Net income (gross income less expenses)2011-05-31$508,119
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,638,775
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$1,130,656
Assets. Value of employer securities2011-05-31$1,869,522
Total contributions received or receivable from employer(s)2011-05-31$556,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
2010 : GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01This submission is the final filingYes
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: GREGG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered1
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $53
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered1
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $481
Insurance broker organization code?3
Insurance broker nameDAVID A. HJORTH,CLU,CHFC,AEP
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered1
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $481
Insurance broker organization code?3
Insurance broker nameDAVID A. HJORTH,CLU,CHFC,AEP
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered1
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $481
Insurance broker organization code?3
Insurance broker nameDAVID A. HJORTH,CLU,CHFC,AEP
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered2
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,389
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,389
Insurance broker organization code?3
Insurance broker nameDAVID A. HJORTH, CLU,CHFC,AEP
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered2
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $1,013
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP82573
Policy instance 1
Insurance contract or identification numberP82573
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $845
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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