LUCAS PLUMBING & HEATING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUCAS PLUMBING & HEATING INC 401K PLAN
| Measure | Date | Value |
|---|
| 2022: LUCAS PLUMBING & HEATING INC 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 11 |
| Number of participants with account balances | 2022-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LUCAS PLUMBING & HEATING INC 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 10 |
| Number of participants with account balances | 2021-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2019: LUCAS PLUMBING & HEATING INC 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LUCAS PLUMBING & HEATING INC 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: LUCAS PLUMBING & HEATING INC 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: LUCAS PLUMBING & HEATING INC 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 14 |
| Number of participants with account balances | 2016-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LUCAS PLUMBING & HEATING INC 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 12 |
| Number of participants with account balances | 2015-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LUCAS PLUMBING & HEATING INC 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LUCAS PLUMBING & HEATING INC 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 11 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LUCAS PLUMBING & HEATING INC 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-84,130 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $8,736 |
| Total plan assets at end of year | 2022-12-31 | $2,378,275 |
| Total plan assets at beginning of year | 2022-12-31 | $2,471,141 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $69,407 |
| Other income received | 2022-12-31 | $-271,450 |
| Net income (gross income less expenses) | 2022-12-31 | $-92,866 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,378,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,471,141 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $117,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,736 |
| 2021 : LUCAS PLUMBING & HEATING INC 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $535,983 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $86,412 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $77,892 |
| Total plan assets at end of year | 2021-12-31 | $2,471,141 |
| Total plan assets at beginning of year | 2021-12-31 | $2,021,570 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $68,072 |
| Other income received | 2021-12-31 | $356,474 |
| Net income (gross income less expenses) | 2021-12-31 | $449,571 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,471,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,021,570 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $144,806 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $111,437 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,520 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2019 : LUCAS PLUMBING & HEATING INC 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $418,035 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $98,863 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $92,707 |
| Total plan assets at end of year | 2019-12-31 | $1,922,565 |
| Total plan assets at beginning of year | 2019-12-31 | $1,603,393 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $62,822 |
| Other income received | 2019-12-31 | $242,203 |
| Net income (gross income less expenses) | 2019-12-31 | $319,172 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,922,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,603,393 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $113,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,156 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LUCAS PLUMBING & HEATING INC 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $90,395 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $71,077 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $64,749 |
| Total plan assets at end of year | 2018-12-31 | $1,603,393 |
| Total plan assets at beginning of year | 2018-12-31 | $1,584,075 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $61,569 |
| Other income received | 2018-12-31 | $-71,903 |
| Net income (gross income less expenses) | 2018-12-31 | $19,318 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,603,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,584,075 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $100,729 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,328 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LUCAS PLUMBING & HEATING INC 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $371,450 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $214,677 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $202,755 |
| Total plan assets at end of year | 2017-12-31 | $1,584,075 |
| Total plan assets at beginning of year | 2017-12-31 | $1,427,302 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $73,413 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $10,812 |
| Other income received | 2017-12-31 | $176,058 |
| Net income (gross income less expenses) | 2017-12-31 | $156,773 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,584,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,427,302 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $111,167 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $5,698 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,224 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LUCAS PLUMBING & HEATING INC 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $217,244 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,455 |
| Total plan assets at end of year | 2016-12-31 | $1,427,302 |
| Total plan assets at beginning of year | 2016-12-31 | $1,216,513 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $75,898 |
| Other income received | 2016-12-31 | $117,029 |
| Net income (gross income less expenses) | 2016-12-31 | $210,789 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,427,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,216,513 |
| Assets. Value of participant loans | 2016-12-31 | $5,855 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,317 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,455 |
| 2015 : LUCAS PLUMBING & HEATING INC 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $56,679 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $153,727 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $147,446 |
| Total plan assets at end of year | 2015-12-31 | $1,216,513 |
| Total plan assets at beginning of year | 2015-12-31 | $1,313,561 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $75,581 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $83,498 |
| Other income received | 2015-12-31 | $-134,380 |
| Net income (gross income less expenses) | 2015-12-31 | $-97,048 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,216,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,313,561 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,980 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,281 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LUCAS PLUMBING & HEATING INC 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $209,112 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $9,325 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,246 |
| Total plan assets at end of year | 2014-12-31 | $1,313,561 |
| Total plan assets at beginning of year | 2014-12-31 | $1,113,774 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $62,308 |
| Other income received | 2014-12-31 | $54,383 |
| Net income (gross income less expenses) | 2014-12-31 | $199,787 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,313,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,113,774 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $92,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,079 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : LUCAS PLUMBING & HEATING INC 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $310,624 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $54,724 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $54,724 |
| Total plan assets at end of year | 2013-12-31 | $1,113,774 |
| Total plan assets at beginning of year | 2013-12-31 | $857,874 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $60,081 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $92,832 |
| Other income received | 2013-12-31 | $84,727 |
| Net income (gross income less expenses) | 2013-12-31 | $255,900 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,113,774 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $857,874 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $155,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $72,984 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2022: LUCAS PLUMBING & HEATING INC 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LUCAS PLUMBING & HEATING INC 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LUCAS PLUMBING & HEATING INC 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LUCAS PLUMBING & HEATING INC 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LUCAS PLUMBING & HEATING INC 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LUCAS PLUMBING & HEATING INC 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LUCAS PLUMBING & HEATING INC 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LUCAS PLUMBING & HEATING INC 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LUCAS PLUMBING & HEATING INC 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-000 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,906 | | Total amount of fees paid to insurance company | USD $794 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,526 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 794 | | Additional information about fees paid to insurance broker | FEES |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-000 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,562 | | Total amount of fees paid to insurance company | USD $759 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,562 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 759 | | Additional information about fees paid to insurance broker | FEES |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-000 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,499 | | Total amount of fees paid to insurance company | USD $552 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,499 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 552 | | Additional information about fees paid to insurance broker | FEES |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-000 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,032 | | Total amount of fees paid to insurance company | USD $504 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,032 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 504 | | Additional information about fees paid to insurance broker | FEES |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-000 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,866 | | Total amount of fees paid to insurance company | USD $488 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,866 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 447 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | RADACHI AND COMPANY |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-0000 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,295 | | Total amount of fees paid to insurance company | USD $417 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,295 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 417 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | RADACHI AND COMPANY |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-0000 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,296 | | Total amount of fees paid to insurance company | USD $320 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,296 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 320 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | RADACHI AND COMPANY |
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 804504-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 804504-0000 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $859 | | Total amount of fees paid to insurance company | USD $55 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $859 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 55 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | RADACHI AND COMPANY |
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