401k Plan data: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN plan

WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN
Plan identification number	002

WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM H. METCALFE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM H. METCALFE & SONS, INC.

Employer identification number (EIN): 520819008

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-12-01 DAVID J. KNUPP 2024-09-05
002 2021-12-01 DAVID KNUPP 2023-08-17
002 2020-12-01 DAVID KNUPP 2022-08-16
002 2019-12-01 DAVID KNUPP 2021-04-12
002 2018-12-01 DAVID KNUPP 2020-09-01
002 2017-12-01 DAVID KNUPP 2019-05-29
002 2016-12-01
002 2015-12-01
002 2014-12-01
002 2013-12-01 DAVID J. KNUPP
002 2012-12-01 WILLIAM H. METCALFE
002 2011-12-01 WILLIAM METCALFE WILLIAM METCALFE 2013-08-23
002 2010-12-01 WILLIAM METCALFE WILLIAM METCALFE 2012-08-22
002 2009-12-01 JOHN BROWN JOHN BROWN 2011-07-28
002 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-12-01	DAVID J. KNUPP	2024-09-05
002	2021-12-01	DAVID KNUPP	2023-08-17
002	2020-12-01	DAVID KNUPP	2022-08-16
002	2019-12-01	DAVID KNUPP	2021-04-12
002	2018-12-01	DAVID KNUPP	2020-09-01
002	2017-12-01	DAVID KNUPP	2019-05-29
002	2016-12-01
002	2015-12-01
002	2014-12-01
002	2013-12-01	DAVID J. KNUPP
002	2012-12-01	WILLIAM H. METCALFE
002	2011-12-01	WILLIAM METCALFE		WILLIAM METCALFE	2013-08-23
002	2010-12-01	WILLIAM METCALFE		WILLIAM METCALFE	2012-08-22
002	2009-12-01	JOHN BROWN		JOHN BROWN	2011-07-28
002	2008-12-01

Plan Statistics for WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-12-01 192
Total number of active participants reported on line 7a of the Form 5500 2022-12-01 139
Number of retired or separated participants receiving benefits 2022-12-01 0
Number of other retired or separated participants entitled to future benefits 2022-12-01 23
Total of all active and inactive participants 2022-12-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-12-01 0
Total participants 2022-12-01 162
Number of participants with account balances 2022-12-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-12-01 0
2021: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 175
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 140
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 35
Total of all active and inactive participants 2021-12-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 175
Number of participants with account balances 2021-12-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 131
Number of retired or separated participants receiving benefits 2020-12-01 1
Number of other retired or separated participants entitled to future benefits 2020-12-01 33
Total of all active and inactive participants 2020-12-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 165
Number of participants with account balances 2020-12-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 176
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 135
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 27
Total of all active and inactive participants 2019-12-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 162
Number of participants with account balances 2019-12-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 163
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 131
Number of retired or separated participants receiving benefits 2018-12-01 2
Number of other retired or separated participants entitled to future benefits 2018-12-01 24
Total of all active and inactive participants 2018-12-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 157
Number of participants with account balances 2018-12-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2017: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 129
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 28
Total of all active and inactive participants 2017-12-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 157
Number of participants with account balances 2017-12-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 125
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 24
Total of all active and inactive participants 2016-12-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 149
Number of participants with account balances 2016-12-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 141
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 116
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 27
Total of all active and inactive participants 2015-12-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 143
Number of participants with account balances 2015-12-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 107
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 109
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 26
Total of all active and inactive participants 2014-12-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 135
Number of participants with account balances 2014-12-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 115
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 101
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 6
Total of all active and inactive participants 2013-12-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 107
Number of participants with account balances 2013-12-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 92
Number of other retired or separated participants entitled to future benefits 2012-12-01 23
Total of all active and inactive participants 2012-12-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 115
Number of participants with account balances 2012-12-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 122
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 85
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 32
Total of all active and inactive participants 2011-12-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 117
Number of participants with account balances 2011-12-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-12-01 140
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 96
Number of retired or separated participants receiving benefits 2010-12-01 26
Total of all active and inactive participants 2010-12-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 122
Number of participants with account balances 2010-12-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 0
2009: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 141
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 98
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 29
Total of all active and inactive participants 2009-12-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 127
Number of participants with account balances 2009-12-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2022: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-12-01	192
Total number of active participants reported on line 7a of the Form 5500	2022-12-01	139
Number of retired or separated participants receiving benefits	2022-12-01	0
Number of other retired or separated participants entitled to future benefits	2022-12-01	23
Total of all active and inactive participants	2022-12-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-12-01	0
Total participants	2022-12-01	162
Number of participants with account balances	2022-12-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-12-01	0
2021: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	175
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	140
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	35
Total of all active and inactive participants	2021-12-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	175
Number of participants with account balances	2021-12-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	131
Number of retired or separated participants receiving benefits	2020-12-01	1
Number of other retired or separated participants entitled to future benefits	2020-12-01	33
Total of all active and inactive participants	2020-12-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	165
Number of participants with account balances	2020-12-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	176
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	135
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	27
Total of all active and inactive participants	2019-12-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	162
Number of participants with account balances	2019-12-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	163
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	131
Number of retired or separated participants receiving benefits	2018-12-01	2
Number of other retired or separated participants entitled to future benefits	2018-12-01	24
Total of all active and inactive participants	2018-12-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	157
Number of participants with account balances	2018-12-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2017: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	129
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	28
Total of all active and inactive participants	2017-12-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	157
Number of participants with account balances	2017-12-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	125
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	24
Total of all active and inactive participants	2016-12-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	149
Number of participants with account balances	2016-12-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	141
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	116
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	27
Total of all active and inactive participants	2015-12-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	143
Number of participants with account balances	2015-12-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	107
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	109
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	26
Total of all active and inactive participants	2014-12-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	135
Number of participants with account balances	2014-12-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	115
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	101
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	6
Total of all active and inactive participants	2013-12-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	107
Number of participants with account balances	2013-12-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	92
Number of other retired or separated participants entitled to future benefits	2012-12-01	23
Total of all active and inactive participants	2012-12-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	115
Number of participants with account balances	2012-12-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	122
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	85
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	32
Total of all active and inactive participants	2011-12-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	117
Number of participants with account balances	2011-12-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-12-01	140
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	96
Number of retired or separated participants receiving benefits	2010-12-01	26
Total of all active and inactive participants	2010-12-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	122
Number of participants with account balances	2010-12-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	0
2009: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	141
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	98
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	29
Total of all active and inactive participants	2009-12-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	127
Number of participants with account balances	2009-12-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2023 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-11-30	$0
Total income from all sources (including contributions)	2023-11-30	$1,352,929
Total loss/gain on sale of assets	2023-11-30	$0
Total of all expenses incurred	2023-11-30	$910,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-11-30	$887,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-11-30	$302,159
Value of total assets at end of year	2023-11-30	$9,247,255
Value of total assets at beginning of year	2023-11-30	$8,804,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-11-30	$22,536
Total interest from all sources	2023-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-11-30	No
Was this plan covered by a fidelity bond	2023-11-30	Yes
Value of fidelity bond cover	2023-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-11-30	No
Contributions received from participants	2023-11-30	$248,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-11-30	No
Value of net income/loss	2023-11-30	$442,801
Value of net assets at end of year (total assets less liabilities)	2023-11-30	$9,247,255
Value of net assets at beginning of year (total assets less liabilities)	2023-11-30	$8,804,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-11-30	No
Were any leases to which the plan was party in default or uncollectible	2023-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-11-30	$9,193,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-11-30	$8,700,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-11-30	$1,050,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-11-30	No
Was there a failure to transmit to the plan any participant contributions	2023-11-30	No
Has the plan failed to provide any benefit when due under the plan	2023-11-30	No
Contributions received in cash from employer	2023-11-30	$54,012
Employer contributions (assets) at end of year	2023-11-30	$54,012
Employer contributions (assets) at beginning of year	2023-11-30	$104,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-11-30	$887,592
Contract administrator fees	2023-11-30	$22,536
Did the plan have assets held for investment	2023-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-11-30	No
Opinion of an independent qualified public accountant for this plan	2023-11-30	Unqualified
Accountancy firm name	2023-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2023-11-30	520961657
2022 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total income from all sources (including contributions)	2022-11-30	$-1,143,661
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$428,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$404,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$375,227
Value of total assets at end of year	2022-11-30	$8,804,454
Value of total assets at beginning of year	2022-11-30	$10,376,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$23,858
Total interest from all sources	2022-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-30	No
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$257,062
Income. Received or receivable in cash from other sources (including rollovers)	2022-11-30	$13,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$-1,571,788
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$8,804,454
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$10,376,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-30	$8,700,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-30	$10,326,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-30	$-1,518,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	No
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$104,433
Employer contributions (assets) at end of year	2022-11-30	$104,433
Employer contributions (assets) at beginning of year	2022-11-30	$49,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$404,269
Contract administrator fees	2022-11-30	$23,858
Did the plan have assets held for investment	2022-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	No
Opinion of an independent qualified public accountant for this plan	2022-11-30	Unqualified
Accountancy firm name	2022-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2022-11-30	520961657
2021 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total income from all sources (including contributions)	2021-11-30	$2,075,349
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$894,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$870,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$309,506
Value of total assets at end of year	2021-11-30	$10,376,242
Value of total assets at beginning of year	2021-11-30	$9,195,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$24,632
Total interest from all sources	2021-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-30	No
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$259,722
Participant contributions at end of year	2021-11-30	$0
Participant contributions at beginning of year	2021-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$1,180,446
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$10,376,242
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$9,195,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-11-30	$10,326,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-30	$9,141,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-30	$1,765,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Contributions received in cash from employer	2021-11-30	$49,784
Employer contributions (assets) at end of year	2021-11-30	$49,784
Employer contributions (assets) at beginning of year	2021-11-30	$54,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$870,271
Contract administrator fees	2021-11-30	$24,632
Did the plan have assets held for investment	2021-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	No
Opinion of an independent qualified public accountant for this plan	2021-11-30	Unqualified
Accountancy firm name	2021-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2021-11-30	520961657
2020 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total income from all sources (including contributions)	2020-11-30	$1,869,164
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$553,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$533,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$315,492
Value of total assets at end of year	2020-11-30	$9,195,796
Value of total assets at beginning of year	2020-11-30	$7,879,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$19,813
Total interest from all sources	2020-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	No
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Contributions received from participants	2020-11-30	$261,257
Participant contributions at end of year	2020-11-30	$0
Participant contributions at beginning of year	2020-11-30	$5,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$1,316,001
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$9,195,796
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$7,879,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$9,141,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$7,820,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-11-30	$1,553,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Contributions received in cash from employer	2020-11-30	$54,235
Employer contributions (assets) at end of year	2020-11-30	$54,235
Employer contributions (assets) at beginning of year	2020-11-30	$53,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$533,350
Contract administrator fees	2020-11-30	$19,813
Did the plan have assets held for investment	2020-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-11-30	No
Opinion of an independent qualified public accountant for this plan	2020-11-30	Unqualified
Accountancy firm name	2020-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2020-11-30	520961657
2019 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total income from all sources (including contributions)	2019-11-30	$1,270,462
Total loss/gain on sale of assets	2019-11-30	$0
Total of all expenses incurred	2019-11-30	$626,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-11-30	$607,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-11-30	$334,134
Value of total assets at end of year	2019-11-30	$7,879,795
Value of total assets at beginning of year	2019-11-30	$7,235,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-11-30	$18,780
Total interest from all sources	2019-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-11-30	No
Was this plan covered by a fidelity bond	2019-11-30	Yes
Value of fidelity bond cover	2019-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-11-30	No
Contributions received from participants	2019-11-30	$280,370
Participant contributions at end of year	2019-11-30	$5,253
Participant contributions at beginning of year	2019-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Value of net income/loss	2019-11-30	$644,258
Value of net assets at end of year (total assets less liabilities)	2019-11-30	$7,879,795
Value of net assets at beginning of year (total assets less liabilities)	2019-11-30	$7,235,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-11-30	No
Were any leases to which the plan was party in default or uncollectible	2019-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-11-30	$7,820,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-11-30	$7,129,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-11-30	$936,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-11-30	No
Was there a failure to transmit to the plan any participant contributions	2019-11-30	No
Has the plan failed to provide any benefit when due under the plan	2019-11-30	No
Contributions received in cash from employer	2019-11-30	$53,764
Employer contributions (assets) at end of year	2019-11-30	$53,764
Employer contributions (assets) at beginning of year	2019-11-30	$106,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-11-30	$607,424
Contract administrator fees	2019-11-30	$18,780
Did the plan have assets held for investment	2019-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-11-30	No
Opinion of an independent qualified public accountant for this plan	2019-11-30	Unqualified
Accountancy firm name	2019-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2019-11-30	520961657
2018 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total income from all sources (including contributions)	2018-11-30	$636,978
Total loss/gain on sale of assets	2018-11-30	$0
Total of all expenses incurred	2018-11-30	$96,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-11-30	$79,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-11-30	$400,884
Value of total assets at end of year	2018-11-30	$7,235,537
Value of total assets at beginning of year	2018-11-30	$6,695,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-11-30	$17,522
Total interest from all sources	2018-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-11-30	No
Was this plan covered by a fidelity bond	2018-11-30	Yes
Value of fidelity bond cover	2018-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-11-30	No
Contributions received from participants	2018-11-30	$294,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Value of net income/loss	2018-11-30	$540,180
Value of net assets at end of year (total assets less liabilities)	2018-11-30	$7,235,537
Value of net assets at beginning of year (total assets less liabilities)	2018-11-30	$6,695,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-11-30	No
Were any leases to which the plan was party in default or uncollectible	2018-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-11-30	$7,129,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-11-30	$6,592,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-11-30	$236,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-11-30	No
Was there a failure to transmit to the plan any participant contributions	2018-11-30	No
Has the plan failed to provide any benefit when due under the plan	2018-11-30	No
Contributions received in cash from employer	2018-11-30	$106,258
Employer contributions (assets) at end of year	2018-11-30	$106,258
Employer contributions (assets) at beginning of year	2018-11-30	$102,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-11-30	$79,276
Contract administrator fees	2018-11-30	$17,522
Did the plan have assets held for investment	2018-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-11-30	No
Opinion of an independent qualified public accountant for this plan	2018-11-30	Unqualified
Accountancy firm name	2018-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2018-11-30	520961657
2017 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total income from all sources (including contributions)	2017-11-30	$1,478,903
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$204,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$196,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$360,303
Value of total assets at end of year	2017-11-30	$6,695,357
Value of total assets at beginning of year	2017-11-30	$5,421,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$7,873
Total interest from all sources	2017-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	No
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Contributions received from participants	2017-11-30	$257,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Value of net income/loss	2017-11-30	$1,274,305
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$6,695,357
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$5,421,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$6,592,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$5,322,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-11-30	$1,118,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Contributions received in cash from employer	2017-11-30	$102,910
Employer contributions (assets) at end of year	2017-11-30	$102,910
Employer contributions (assets) at beginning of year	2017-11-30	$98,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$196,725
Contract administrator fees	2017-11-30	$7,873
Did the plan have assets held for investment	2017-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	No
Opinion of an independent qualified public accountant for this plan	2017-11-30	Unqualified
Accountancy firm name	2017-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2017-11-30	520961657
2016 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-11-30	$608,717
Total of all expenses incurred	2016-11-30	$27,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$27,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$337,378
Value of total assets at end of year	2016-11-30	$5,421,052
Value of total assets at beginning of year	2016-11-30	$4,839,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$1,250,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Contributions received from participants	2016-11-30	$238,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$581,082
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$5,421,052
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$4,839,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$5,322,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$4,745,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$271,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$98,432
Employer contributions (assets) at end of year	2016-11-30	$98,432
Employer contributions (assets) at beginning of year	2016-11-30	$94,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$27,485
Contract administrator fees	2016-11-30	$150
Did the plan have assets held for investment	2016-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	No
Opinion of an independent qualified public accountant for this plan	2016-11-30	Unqualified
Accountancy firm name	2016-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2016-11-30	520961657
2015 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-11-30	$434,551
Total of all expenses incurred	2015-11-30	$216,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-30	$216,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-30	$318,510
Value of total assets at end of year	2015-11-30	$4,839,970
Value of total assets at beginning of year	2015-11-30	$4,621,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-30	No
Was this plan covered by a fidelity bond	2015-11-30	Yes
Value of fidelity bond cover	2015-11-30	$1,250,000
If this is an individual account plan, was there a blackout period	2015-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-11-30	No
Contributions received from participants	2015-11-30	$223,670
Participant contributions at beginning of year	2015-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Value of net income/loss	2015-11-30	$218,367
Value of net assets at end of year (total assets less liabilities)	2015-11-30	$4,839,970
Value of net assets at beginning of year (total assets less liabilities)	2015-11-30	$4,621,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-30	No
Were any leases to which the plan was party in default or uncollectible	2015-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-30	$4,745,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-30	$4,531,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-30	$116,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-30	No
Was there a failure to transmit to the plan any participant contributions	2015-11-30	No
Has the plan failed to provide any benefit when due under the plan	2015-11-30	No
Contributions received in cash from employer	2015-11-30	$94,840
Employer contributions (assets) at end of year	2015-11-30	$94,840
Employer contributions (assets) at beginning of year	2015-11-30	$90,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-30	$216,184
Did the plan have assets held for investment	2015-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-30	No
Opinion of an independent qualified public accountant for this plan	2015-11-30	Unqualified
Accountancy firm name	2015-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2015-11-30	520961657
2014 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$0
Total income from all sources (including contributions)	2014-11-30	$712,855
Total loss/gain on sale of assets	2014-11-30	$0
Total of all expenses incurred	2014-11-30	$256,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-11-30	$256,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-11-30	$291,986
Value of total assets at end of year	2014-11-30	$4,621,603
Value of total assets at beginning of year	2014-11-30	$4,165,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-11-30	$125
Total interest from all sources	2014-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-11-30	No
Administrative expenses professional fees incurred	2014-11-30	$125
Was this plan covered by a fidelity bond	2014-11-30	Yes
Value of fidelity bond cover	2014-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-11-30	No
Contributions received from participants	2014-11-30	$201,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Value of net income/loss	2014-11-30	$455,958
Value of net assets at end of year (total assets less liabilities)	2014-11-30	$4,621,603
Value of net assets at beginning of year (total assets less liabilities)	2014-11-30	$4,165,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-11-30	No
Were any leases to which the plan was party in default or uncollectible	2014-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-11-30	$4,531,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-11-30	$4,088,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-11-30	$420,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-11-30	No
Was there a failure to transmit to the plan any participant contributions	2014-11-30	No
Has the plan failed to provide any benefit when due under the plan	2014-11-30	No
Contributions received in cash from employer	2014-11-30	$90,160
Employer contributions (assets) at end of year	2014-11-30	$90,160
Employer contributions (assets) at beginning of year	2014-11-30	$76,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-11-30	$256,772
Did the plan have assets held for investment	2014-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-11-30	No
Opinion of an independent qualified public accountant for this plan	2014-11-30	Unqualified
Accountancy firm name	2014-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2014-11-30	520961657
2013 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-30	$0
Total income from all sources (including contributions)	2013-11-30	$995,586
Total loss/gain on sale of assets	2013-11-30	$0
Total of all expenses incurred	2013-11-30	$164,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-11-30	$164,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-11-30	$241,469
Value of total assets at end of year	2013-11-30	$4,165,645
Value of total assets at beginning of year	2013-11-30	$3,334,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-11-30	$0
Total interest from all sources	2013-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-11-30	No
Was this plan covered by a fidelity bond	2013-11-30	Yes
Value of fidelity bond cover	2013-11-30	$1,250,000
If this is an individual account plan, was there a blackout period	2013-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-11-30	No
Contributions received from participants	2013-11-30	$164,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Value of net income/loss	2013-11-30	$831,160
Value of net assets at end of year (total assets less liabilities)	2013-11-30	$4,165,645
Value of net assets at beginning of year (total assets less liabilities)	2013-11-30	$3,334,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-11-30	No
Were any leases to which the plan was party in default or uncollectible	2013-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-11-30	$4,088,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-11-30	$3,300,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-11-30	$754,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-11-30	No
Was there a failure to transmit to the plan any participant contributions	2013-11-30	No
Has the plan failed to provide any benefit when due under the plan	2013-11-30	No
Contributions received in cash from employer	2013-11-30	$76,670
Employer contributions (assets) at end of year	2013-11-30	$76,670
Employer contributions (assets) at beginning of year	2013-11-30	$34,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-11-30	$164,426
Did the plan have assets held for investment	2013-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-11-30	No
Opinion of an independent qualified public accountant for this plan	2013-11-30	Unqualified
Accountancy firm name	2013-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2013-11-30	520961657
2012 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$0
Total income from all sources (including contributions)	2012-11-30	$566,250
Total loss/gain on sale of assets	2012-11-30	$0
Total of all expenses incurred	2012-11-30	$399,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$399,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-11-30	$194,363
Value of total assets at end of year	2012-11-30	$3,334,485
Value of total assets at beginning of year	2012-11-30	$3,168,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$0
Total interest from all sources	2012-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$1,250,000
If this is an individual account plan, was there a blackout period	2012-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	No
Contributions received from participants	2012-11-30	$159,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Value of net income/loss	2012-11-30	$166,390
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$3,334,485
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$3,168,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-11-30	$3,300,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-11-30	$3,127,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-11-30	$371,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	No
Was there a failure to transmit to the plan any participant contributions	2012-11-30	No
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Contributions received in cash from employer	2012-11-30	$34,398
Employer contributions (assets) at end of year	2012-11-30	$34,398
Employer contributions (assets) at beginning of year	2012-11-30	$40,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$399,860
Did the plan have assets held for investment	2012-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	No
Opinion of an independent qualified public accountant for this plan	2012-11-30	Unqualified
Accountancy firm name	2012-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2012-11-30	520961657
2011 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total income from all sources (including contributions)	2011-11-30	$319,868
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$230,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$230,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$211,623
Value of total assets at end of year	2011-11-30	$3,168,095
Value of total assets at beginning of year	2011-11-30	$3,079,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$0
Total interest from all sources	2011-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$1,250,000
If this is an individual account plan, was there a blackout period	2011-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	No
Contributions received from participants	2011-11-30	$171,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Value of net income/loss	2011-11-30	$88,960
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$3,168,095
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$3,079,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-11-30	$3,127,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-11-30	$3,038,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-11-30	$108,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	No
Was there a failure to transmit to the plan any participant contributions	2011-11-30	No
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Contributions received in cash from employer	2011-11-30	$40,140
Employer contributions (assets) at end of year	2011-11-30	$40,140
Employer contributions (assets) at beginning of year	2011-11-30	$40,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$230,908
Did the plan have assets held for investment	2011-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	No
Opinion of an independent qualified public accountant for this plan	2011-11-30	Unqualified
Accountancy firm name	2011-11-30	SARFINO AND RHOADES, LLP
Accountancy firm EIN	2011-11-30	520961657
2010 : WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

2022: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-12-01	Type of plan entity	Single employer plan
2022-12-01	Submission has been amended	No
2022-12-01	This submission is the final filing	No
2022-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-12-01	Plan is a collectively bargained plan	No
2022-12-01	Plan funding arrangement – Trust	Yes
2022-12-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Submission has been amended	No
2010-12-01	This submission is the final filing	No
2010-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-12-01	Plan is a collectively bargained plan	No
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	WILLIAM H. METCALFE & SONS, INC.
Employer identification number (EIN):	520819008
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors