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ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 401k Plan overview

Plan NameELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN
Plan identification number 001

ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

WHOA & CO., INC AND SUBSIDIARY ELDRIDGE ELECTRIC has sponsored the creation of one or more 401k plans.

Company Name:WHOA & CO., INC AND SUBSIDIARY ELDRIDGE ELECTRIC
Employer identification number (EIN):741685626
NAIC Classification:811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01YVETTE DUNN2024-06-05
0012022-01-01YVETTE DUNN2023-05-16
0012021-01-01YVETTE DUNN2022-06-10
0012020-01-01
0012020-01-01
0012019-01-01YVETTE DUNN2020-07-31
0012019-01-01
0012018-01-01
0012018-01-01YVETTE DUNN2019-08-27
0012017-01-01YVETTE DUNN2018-06-19
0012017-01-01BOBBY HINES BOBBY HINES2018-10-05
0012016-01-01BOBBY HINES
0012016-01-01YVETTE DUNN2017-07-21
0012015-01-01BOBBY HINES
0012015-01-01YVETTE DUNN2016-07-14
0012014-01-01BOBBY HINES
0012014-01-01YVETTE DUNN2015-10-02
0012013-01-01BOBBY HINES BOBBY HINES2014-10-13
0012012-01-01YVETTE DUNN2013-09-18
0012011-01-01BOBBY HINES
0012010-01-01BOBBY HINES
0012009-01-01BOBBY HINES
0012009-01-01BOBBY HINES

Plan Statistics for ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

401k plan membership statisitcs for ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

Measure Date Value
2020: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01131
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01127
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01129
Number of participants with account balances2014-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01125
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01117
Total number of active participants reported on line 7a of the Form 55002010-01-0192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01102
Number of participants with account balances2010-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

Measure Date Value
2020 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,398,814
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$730,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$675,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$482,771
Value of total assets at end of year2020-12-31$13,545,707
Value of total assets at beginning of year2020-12-31$11,877,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,691
Total interest from all sources2020-12-31$12,909
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$197,927
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$344,881
Participant contributions at end of year2020-12-31$160,675
Participant contributions at beginning of year2020-12-31$346,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,668,615
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,545,707
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,877,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,098,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,306,978
Interest on participant loans2020-12-31$12,909
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$148,188
Value of interest in common/collective trusts at beginning of year2020-12-31$81,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,701,618
Net investment gain or loss from common/collective trusts2020-12-31$3,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$137,890
Employer contributions (assets) at end of year2020-12-31$137,890
Employer contributions (assets) at beginning of year2020-12-31$141,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$675,508
Contract administrator fees2020-12-31$13,732
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2020-12-31760659273
2019 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,913,558
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$341,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$286,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$517,594
Value of total assets at end of year2019-12-31$11,877,092
Value of total assets at beginning of year2019-12-31$9,304,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,534
Total interest from all sources2019-12-31$19,188
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$216,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$216,070
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,697
Participant contributions at end of year2019-12-31$346,836
Participant contributions at beginning of year2019-12-31$304,252
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,572,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,877,092
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,304,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,306,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,795,031
Interest on participant loans2019-12-31$19,188
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$81,381
Value of interest in common/collective trusts at beginning of year2019-12-31$72,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,157,496
Net investment gain or loss from common/collective trusts2019-12-31$3,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$141,897
Employer contributions (assets) at end of year2019-12-31$141,897
Employer contributions (assets) at beginning of year2019-12-31$128,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$286,671
Contract administrator fees2019-12-31$14,760
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2019-12-31760659273
2018 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-286,806
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$364,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$311,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$445,923
Value of total assets at end of year2018-12-31$9,304,739
Value of total assets at beginning of year2018-12-31$9,955,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,270
Total interest from all sources2018-12-31$14,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$196,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$196,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$317,341
Participant contributions at end of year2018-12-31$304,252
Participant contributions at beginning of year2018-12-31$291,168
Participant contributions at end of year2018-12-31$4,698
Participant contributions at beginning of year2018-12-31$5,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-651,075
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,304,739
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,955,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$39,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,795,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,282,396
Interest on participant loans2018-12-31$14,977
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$72,177
Value of interest in common/collective trusts at beginning of year2018-12-31$99,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-948,452
Net investment gain or loss from common/collective trusts2018-12-31$4,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$128,582
Employer contributions (assets) at end of year2018-12-31$128,581
Employer contributions (assets) at beginning of year2018-12-31$277,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$311,999
Contract administrator fees2018-12-31$12,936
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2018-12-31270540092
2017 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,130,865
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$142,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$621,761
Value of total assets at end of year2017-12-31$9,955,814
Value of total assets at beginning of year2017-12-31$7,967,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,324
Total interest from all sources2017-12-31$10,719
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$143,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$337,880
Participant contributions at end of year2017-12-31$291,168
Participant contributions at beginning of year2017-12-31$210,170
Participant contributions at end of year2017-12-31$5,605
Participant contributions at beginning of year2017-12-31$5,908
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,988,126
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,955,814
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,967,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$35,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,282,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,388,418
Interest on participant loans2017-12-31$10,719
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$99,413
Value of interest in common/collective trusts at beginning of year2017-12-31$99,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,344,073
Net investment gain or loss from common/collective trusts2017-12-31$10,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$277,232
Employer contributions (assets) at end of year2017-12-31$277,232
Employer contributions (assets) at beginning of year2017-12-31$263,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,415
Contract administrator fees2017-12-31$13,658
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2017-12-31270540092
2016 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,346,891
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$135,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$92,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$585,945
Value of total assets at end of year2016-12-31$7,967,688
Value of total assets at beginning of year2016-12-31$6,756,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,832
Total interest from all sources2016-12-31$8,605
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$112,001
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$322,240
Participant contributions at end of year2016-12-31$210,170
Participant contributions at beginning of year2016-12-31$230,166
Participant contributions at end of year2016-12-31$5,908
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,210,982
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,967,688
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,756,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,388,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,202,042
Interest on participant loans2016-12-31$8,605
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$99,377
Value of interest in common/collective trusts at beginning of year2016-12-31$84,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$631,000
Net investment gain or loss from common/collective trusts2016-12-31$9,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$263,705
Employer contributions (assets) at end of year2016-12-31$263,815
Employer contributions (assets) at beginning of year2016-12-31$240,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$92,077
Contract administrator fees2016-12-31$11,654
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2016-12-31270540092
2015 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$360,685
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$370,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$327,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$533,441
Value of total assets at end of year2015-12-31$6,756,706
Value of total assets at beginning of year2015-12-31$6,766,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,554
Total interest from all sources2015-12-31$9,317
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$109,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$109,539
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$293,230
Participant contributions at end of year2015-12-31$230,166
Participant contributions at beginning of year2015-12-31$208,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,634
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,756,706
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,766,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$30,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,202,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,254,199
Interest on participant loans2015-12-31$9,317
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$84,287
Value of interest in common/collective trusts at beginning of year2015-12-31$77,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-305,622
Net investment gain or loss from common/collective trusts2015-12-31$14,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$240,211
Employer contributions (assets) at end of year2015-12-31$240,211
Employer contributions (assets) at beginning of year2015-12-31$225,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$327,765
Contract administrator fees2015-12-31$11,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2015-12-31270540092
2014 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$883,325
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$352,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$310,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$527,349
Value of total assets at end of year2014-12-31$6,766,340
Value of total assets at beginning of year2014-12-31$6,235,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,361
Total interest from all sources2014-12-31$7,423
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$118,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$118,521
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$304,691
Participant contributions at end of year2014-12-31$208,696
Participant contributions at beginning of year2014-12-31$162,026
Participant contributions at beginning of year2014-12-31$3,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$530,590
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,766,340
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,235,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,254,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,781,012
Interest on participant loans2014-12-31$7,423
Value of interest in common/collective trusts at end of year2014-12-31$77,670
Value of interest in common/collective trusts at beginning of year2014-12-31$87,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,678
Net investment gain or loss from common/collective trusts2014-12-31$71,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$222,658
Employer contributions (assets) at end of year2014-12-31$225,775
Employer contributions (assets) at beginning of year2014-12-31$201,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$310,374
Contract administrator fees2014-12-31$12,045
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2014-12-31270540092
2013 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,566,918
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$368,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$322,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$455,341
Value of total assets at end of year2013-12-31$6,235,750
Value of total assets at beginning of year2013-12-31$5,037,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,444
Total interest from all sources2013-12-31$6,131
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$77,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$77,019
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$259,064
Participant contributions at end of year2013-12-31$162,026
Participant contributions at beginning of year2013-12-31$166,792
Participant contributions at end of year2013-12-31$3,973
Participant contributions at beginning of year2013-12-31$3,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,198,185
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,235,750
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,037,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$27,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,781,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,554,821
Interest on participant loans2013-12-31$6,131
Value of interest in common/collective trusts at end of year2013-12-31$87,347
Value of interest in common/collective trusts at beginning of year2013-12-31$108,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,008,077
Net investment gain or loss from common/collective trusts2013-12-31$20,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$196,277
Employer contributions (assets) at end of year2013-12-31$201,333
Employer contributions (assets) at beginning of year2013-12-31$203,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$322,289
Contract administrator fees2013-12-31$18,471
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JR EDWARDS & ASSOCIATES
Accountancy firm EIN2013-12-31270540092
2012 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,036,462
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$160,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$126,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$462,648
Value of total assets at end of year2012-12-31$5,037,565
Value of total assets at beginning of year2012-12-31$4,162,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,117
Total interest from all sources2012-12-31$7,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$76,690
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$259,181
Participant contributions at end of year2012-12-31$166,792
Participant contributions at beginning of year2012-12-31$180,870
Participant contributions at end of year2012-12-31$3,901
Participant contributions at beginning of year2012-12-31$3,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$875,546
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,037,565
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,162,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,554,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,486,793
Interest on participant loans2012-12-31$7,553
Value of interest in common/collective trusts at end of year2012-12-31$108,584
Value of interest in common/collective trusts at beginning of year2012-12-31$280,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$470,316
Net investment gain or loss from common/collective trusts2012-12-31$19,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$203,467
Employer contributions (assets) at end of year2012-12-31$203,467
Employer contributions (assets) at beginning of year2012-12-31$210,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$126,799
Contract administrator fees2012-12-31$10,486
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JR EDWARDS AND ASSOCIATES
Accountancy firm EIN2012-12-31270540092
2011 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$250,887
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$102,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$71,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$464,016
Value of total assets at end of year2011-12-31$4,162,019
Value of total assets at beginning of year2011-12-31$4,013,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,722
Total interest from all sources2011-12-31$6,861
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$50,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$50,667
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$253,662
Participant contributions at end of year2011-12-31$180,870
Participant contributions at beginning of year2011-12-31$165,403
Participant contributions at end of year2011-12-31$3,433
Participant contributions at beginning of year2011-12-31$3,458
Administrative expenses (other) incurred2011-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$148,637
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,162,019
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,013,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,486,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,385,609
Interest on participant loans2011-12-31$6,861
Value of interest in common/collective trusts at end of year2011-12-31$280,566
Value of interest in common/collective trusts at beginning of year2011-12-31$100,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-288,552
Net investment gain or loss from common/collective trusts2011-12-31$17,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$210,354
Employer contributions (assets) at end of year2011-12-31$210,357
Employer contributions (assets) at beginning of year2011-12-31$358,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,528
Contract administrator fees2011-12-31$9,800
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31JR EDWARDS AND ASSOCIATES
Accountancy firm EIN2011-12-31270540092
2010 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,071,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$302,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$278,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$624,863
Value of total assets at end of year2010-12-31$4,013,382
Value of total assets at beginning of year2010-12-31$3,244,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,527
Total interest from all sources2010-12-31$8,303
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$37,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$37,735
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$262,211
Participant contributions at end of year2010-12-31$165,403
Participant contributions at beginning of year2010-12-31$166,784
Participant contributions at end of year2010-12-31$3,458
Participant contributions at beginning of year2010-12-31$11,285
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$768,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,013,382
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,244,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,385,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,932,387
Interest on participant loans2010-12-31$8,303
Value of interest in common/collective trusts at end of year2010-12-31$100,882
Value of interest in common/collective trusts at beginning of year2010-12-31$111,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$382,587
Net investment gain or loss from common/collective trusts2010-12-31$17,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$358,030
Employer contributions (assets) at end of year2010-12-31$358,030
Employer contributions (assets) at beginning of year2010-12-31$22,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$278,044
Contract administrator fees2010-12-31$6,866
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31JR EDWARDS AND ASSOCIATES
Accountancy firm EIN2010-12-31760659273
2009 : ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

2020: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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