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| Plan Name | CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CHARLES M. MORAN PLUMBING & HEATING, INC. |
| Employer identification number (EIN): | 042723821 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | MICHAEL MORAN | 2015-10-14 | ||
| 002 | 2013-01-01 | MICHAEL MORAN | 2014-06-23 | ||
| 002 | 2012-01-01 | MICHAEL MORAN | 2013-10-08 | ||
| 002 | 2011-01-01 | MICHAEL MORAN | 2012-10-10 | ||
| 002 | 2010-01-01 | MICHAEL MORAN | |||
| 002 | 2009-01-01 | MICHAEL MORAN |
| Measure | Date | Value |
|---|---|---|
| 2010: CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 27 |
| Number of participants with account balances | 2010-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| 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 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 24 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $310,853 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,156 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,156 |
| Total plan assets at end of year | 2010-12-31 | $2,374,026 |
| Total plan assets at beginning of year | 2010-12-31 | $2,069,329 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,285 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $280,568 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $304,697 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,374,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,069,329 |
| Assets. Value of participant loans | 2010-12-31 | $33,855 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | PHR924 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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