401k Plan data: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST plan

N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

N R UNDERWOOD & SONS has sponsored the creation of one or more 401k plans.

Company Name: N R UNDERWOOD & SONS

Employer identification number (EIN): 042215268

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIM UNDERWOOD
001 2016-01-01 KIM UNDERWOOD
001 2015-01-01 KIM UNDERWOOD
001 2014-01-01 KIM UNDERWOOD
001 2013-01-01 KIM UNDERWOOD
001 2012-01-01 KIM UNDERWOOD
001 2011-01-01 KIM UNDERWOOD
001 2009-01-01 KIM UNDERWOOD
001 2007-01-01 KIM UNDERWOOD

Plan Statistics for N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 13
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 8
2013: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 13
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 8
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 9
Number of participants with account balances 2007-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2022: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	13
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	8
2013: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	13
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	8
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	9
Number of participants with account balances	2007-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$60,458
Expenses. Total of all expenses incurred	2023-12-31	$77,088
Benefits paid (including direct rollovers)	2023-12-31	$77,088
Total plan assets at end of year	2023-12-31	$168,136
Total plan assets at beginning of year	2023-12-31	$184,766
Value of fidelity bond covering the plan	2023-12-31	$30,000
Other income received	2023-12-31	$60,458
Net income (gross income less expenses)	2023-12-31	$-16,630
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$168,136
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$184,766
Assets. Value of participant loans	2023-12-31	$0
2022 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-70,802
Expenses. Total of all expenses incurred	2022-12-31	$79,833
Benefits paid (including direct rollovers)	2022-12-31	$79,833
Total plan assets at end of year	2022-12-31	$184,766
Total plan assets at beginning of year	2022-12-31	$335,401
Value of fidelity bond covering the plan	2022-12-31	$30,000
Other income received	2022-12-31	$-70,802
Net income (gross income less expenses)	2022-12-31	$-150,635
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$184,766
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$335,401
Assets. Value of participant loans	2022-12-31	$3,097
2021 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$84,758
Expenses. Total of all expenses incurred	2021-12-31	$177,967
Benefits paid (including direct rollovers)	2021-12-31	$177,967
Total plan assets at end of year	2021-12-31	$335,401
Total plan assets at beginning of year	2021-12-31	$428,610
Value of fidelity bond covering the plan	2021-12-31	$30,000
Total contributions received or receivable from participants	2021-12-31	$22,437
Other income received	2021-12-31	$62,321
Net income (gross income less expenses)	2021-12-31	$-93,209
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$335,401
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$428,610
Assets. Value of participant loans	2021-12-31	$12,806
2020 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$111,304
Expenses. Total of all expenses incurred	2020-12-31	$50,000
Benefits paid (including direct rollovers)	2020-12-31	$50,000
Total plan assets at end of year	2020-12-31	$428,610
Total plan assets at beginning of year	2020-12-31	$367,306
Value of fidelity bond covering the plan	2020-12-31	$30,000
Total contributions received or receivable from participants	2020-12-31	$17,092
Other income received	2020-12-31	$94,212
Net income (gross income less expenses)	2020-12-31	$61,304
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$428,610
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$367,306
Assets. Value of participant loans	2020-12-31	$22,095
2019 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$73,655
Expenses. Total of all expenses incurred	2019-12-31	$700
Benefits paid (including direct rollovers)	2019-12-31	$700
Total plan assets at end of year	2019-12-31	$367,306
Total plan assets at beginning of year	2019-12-31	$294,351
Value of fidelity bond covering the plan	2019-12-31	$30,000
Total contributions received or receivable from participants	2019-12-31	$5,458
Other income received	2019-12-31	$68,197
Net income (gross income less expenses)	2019-12-31	$72,955
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$367,306
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$294,351
Assets. Value of participant loans	2019-12-31	$19,067
2018 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$1,361
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$294,351
Total plan assets at beginning of year	2018-12-31	$292,990
Value of fidelity bond covering the plan	2018-12-31	$30,000
Total contributions received or receivable from participants	2018-12-31	$5,204
Other income received	2018-12-31	$-3,843
Net income (gross income less expenses)	2018-12-31	$1,361
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$294,351
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$292,990
Assets. Value of participant loans	2018-12-31	$26,801
2017 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$59,352
Expenses. Total of all expenses incurred	2017-12-31	$40,620
Benefits paid (including direct rollovers)	2017-12-31	$29,102
Total plan assets at end of year	2017-12-31	$292,990
Total plan assets at beginning of year	2017-12-31	$274,258
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$11,443
Other income received	2017-12-31	$47,909
Net income (gross income less expenses)	2017-12-31	$18,732
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$292,990
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$274,258
Assets. Value of participant loans	2017-12-31	$38,696
Value of certain deemed distributions of participant loans	2017-12-31	$11,518
2016 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$28,893
Expenses. Total of all expenses incurred	2016-12-31	$14,854
Benefits paid (including direct rollovers)	2016-12-31	$13,500
Total plan assets at end of year	2016-12-31	$274,258
Total plan assets at beginning of year	2016-12-31	$260,219
Value of fidelity bond covering the plan	2016-12-31	$30,000
Total contributions received or receivable from participants	2016-12-31	$15,064
Other income received	2016-12-31	$13,829
Net income (gross income less expenses)	2016-12-31	$14,039
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$274,258
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$260,219
Assets. Value of participant loans	2016-12-31	$22,986
Value of certain deemed distributions of participant loans	2016-12-31	$1,354
2015 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$9,028
Expenses. Total of all expenses incurred	2015-12-31	$81,000
Benefits paid (including direct rollovers)	2015-12-31	$81,000
Total plan assets at end of year	2015-12-31	$260,219
Total plan assets at beginning of year	2015-12-31	$332,191
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$4,484
Other income received	2015-12-31	$4,544
Net income (gross income less expenses)	2015-12-31	$-71,972
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$260,219
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$332,191
Assets. Value of participant loans	2015-12-31	$42,676
2014 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$31,045
Expenses. Total of all expenses incurred	2014-12-31	$40,000
Benefits paid (including direct rollovers)	2014-12-31	$40,000
Total plan assets at end of year	2014-12-31	$332,191
Total plan assets at beginning of year	2014-12-31	$341,146
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$4,522
Other income received	2014-12-31	$26,523
Net income (gross income less expenses)	2014-12-31	$-8,955
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$332,191
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$341,146
Assets. Value of participant loans	2014-12-31	$35,873
2013 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$65,979
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$341,146
Total plan assets at beginning of year	2013-12-31	$275,167
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$4,171
Other income received	2013-12-31	$61,808
Net income (gross income less expenses)	2013-12-31	$65,979
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$341,146
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$275,167
Assets. Value of participant loans	2013-12-31	$26,369
2012 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$30,911
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$275,167
Total plan assets at beginning of year	2012-12-31	$244,256
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$5,466
Other income received	2012-12-31	$25,445
Net income (gross income less expenses)	2012-12-31	$30,911
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$275,167
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$244,256
Assets. Value of participant loans	2012-12-31	$23,591
2011 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$3,406
Expenses. Total of all expenses incurred	2011-12-31	$11,349
Total plan assets at end of year	2011-12-31	$244,256
Total plan assets at beginning of year	2011-12-31	$252,199
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$3,659
Other income received	2011-12-31	$-253
Net income (gross income less expenses)	2011-12-31	$-7,943
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$244,256
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$252,199
Assets. Value of participant loans	2011-12-31	$2,325
Value of certain deemed distributions of participant loans	2011-12-31	$9,500
Value of corrective distributions	2011-12-31	$1,849
2010 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$38,770
Expenses. Total of all expenses incurred	2010-12-31	$122,015
Benefits paid (including direct rollovers)	2010-12-31	$93,015
Total plan assets at end of year	2010-12-31	$252,199
Total plan assets at beginning of year	2010-12-31	$335,444
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$8,981
Other income received	2010-12-31	$29,789
Net income (gross income less expenses)	2010-12-31	$-83,245
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$252,199
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$335,444
Assets. Value of participant loans	2010-12-31	$13,240
Value of certain deemed distributions of participant loans	2010-12-31	$29,000
2007 : N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$64,705
Expenses. Total of all expenses incurred	2007-12-31	$38,029
Benefits paid (including direct rollovers)	2007-12-31	$35,603
Total plan assets at end of year	2007-12-31	$334,045
Total plan assets at beginning of year	2007-12-31	$307,369
Value of fidelity bond covering the plan	2007-12-31	$30,000
Total contributions received or receivable from participants	2007-12-31	$30,362
Expenses. Other expenses not covered elsewhere	2007-12-31	$2,426
Contributions received from other sources (not participants or employers)	2007-12-31	$34,343
Net income (gross income less expenses)	2007-12-31	$26,676
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$334,045
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$307,369
Assets. Value of participant loans	2007-12-31	$38,500

Form 5500 Responses for N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST

2022: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: N R UNDERWOOD & SONS 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	N R UNDERWOOD & SONS
Employer identification number (EIN):	042215268
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers