401k Plan data: WELCH AND RUSHE, INC. 401K PLAN plan

WELCH AND RUSHE, INC. 401K PLAN 401k Plan overview

Plan Name	WELCH AND RUSHE, INC. 401K PLAN
Plan identification number	003

WELCH AND RUSHE, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELCH AND RUSHE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELCH AND RUSHE, INC.

Employer identification number (EIN): 520846381

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH AND RUSHE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 DAWN BRYFOGLE 2024-10-14
003 2022-01-01 MARY T MUNOZ 2023-07-31 MARY T MUNOZ 2023-07-31
003 2021-01-01 THOMAS W CRESSMAN 2022-10-05 THOMAS W CRESSMAN 2022-10-05
003 2020-01-01 THOMAS W CRESSMAN 2021-07-27
003 2019-01-01 THOMAS W CRESSMAN 2020-10-14
003 2018-01-01 THOMAS CRESSMAN 2019-06-20
003 2017-01-01 THOMAS CRESSMAN 2018-10-04
003 2016-01-01 THOMAS CRESSMAN 2017-10-13
003 2015-01-01 THOMAS CRESSMAN 2016-07-11
003 2014-01-01 THOMAS CRESSMAN 2015-06-23
003 2013-01-01 THOMAS CRESSMAN 2014-10-02
003 2012-01-01 THOMAS CRESSMAN 2013-03-22
003 2011-01-01 THOMAS CRESSMAN 2012-09-17
003 2010-01-01 THOMAS CRESSMAN 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	DAWN BRYFOGLE	2024-10-14
003	2022-01-01	MARY T MUNOZ	2023-07-31	MARY T MUNOZ	2023-07-31
003	2021-01-01	THOMAS W CRESSMAN	2022-10-05	THOMAS W CRESSMAN	2022-10-05
003	2020-01-01	THOMAS W CRESSMAN	2021-07-27
003	2019-01-01	THOMAS W CRESSMAN	2020-10-14
003	2018-01-01	THOMAS CRESSMAN	2019-06-20
003	2017-01-01	THOMAS CRESSMAN	2018-10-04
003	2016-01-01	THOMAS CRESSMAN	2017-10-13
003	2015-01-01	THOMAS CRESSMAN	2016-07-11
003	2014-01-01	THOMAS CRESSMAN	2015-06-23
003	2013-01-01	THOMAS CRESSMAN	2014-10-02
003	2012-01-01	THOMAS CRESSMAN	2013-03-22
003	2011-01-01	THOMAS CRESSMAN	2012-09-17
003	2010-01-01	THOMAS CRESSMAN	2011-06-16

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Company Name:	WELCH AND RUSHE, INC.
Employer identification number (EIN):	520846381
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors