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CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 401k Plan overview

Plan NameCONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN
Plan identification number 001

CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CONTRACTORS AND INDUSTRIAL SUPPLY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:CONTRACTORS AND INDUSTRIAL SUPPLY CO., INC.
Employer identification number (EIN):620950795
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ERIC SCHILLER2020-11-03
0012018-01-01GRANT HALLORAN2019-05-31
0012017-01-01ERIC SCHILLER2018-05-25
0012016-01-01ERIC SCHILLER2017-05-23
0012015-01-01KATHY MCCOOL2016-06-06
0012014-01-01KATHY MCCOOL2015-06-10
0012013-01-01ERIC SCHILLER2014-07-31
0012012-01-01ERIC SCHILLER
0012011-01-01ERIC SCHILLER
0012009-01-01ERIC SCHILLER

Plan Statistics for CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN

401k plan membership statisitcs for CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN

Measure Date Value
2022: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0118
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2012: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN

Measure Date Value
2022 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-05-09$0
Total plan liabilities at end of year2022-05-09$0
Total plan liabilities at beginning of year2022-05-09$0
Total income from all sources2022-05-09$-59,467
Expenses. Total of all expenses incurred2022-05-09$1,102,006
Benefits paid (including direct rollovers)2022-05-09$1,100,390
Total plan assets at end of year2022-05-09$0
Total plan assets at beginning of year2022-05-09$1,161,473
Value of fidelity bond covering the plan2022-05-09$114,000
Total contributions received or receivable from participants2022-05-09$1,323
Expenses. Other expenses not covered elsewhere2022-05-09$0
Contributions received from other sources (not participants or employers)2022-05-09$0
Other income received2022-05-09$-60,790
Noncash contributions received2022-05-09$0
Net income (gross income less expenses)2022-05-09$-1,161,473
Net plan assets at end of year (total assets less liabilities)2022-05-09$0
Net plan assets at beginning of year (total assets less liabilities)2022-05-09$1,161,473
Total contributions received or receivable from employer(s)2022-05-09$0
Value of certain deemed distributions of participant loans2022-05-09$0
Value of corrective distributions2022-05-09$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-09$1,616
2021 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$297,624
Expenses. Total of all expenses incurred2021-12-31$367,344
Benefits paid (including direct rollovers)2021-12-31$340,109
Total plan assets at end of year2021-12-31$1,161,473
Total plan assets at beginning of year2021-12-31$1,231,193
Value of fidelity bond covering the plan2021-12-31$114,000
Total contributions received or receivable from participants2021-12-31$118,612
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$148,837
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-69,720
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,161,473
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,231,193
Total contributions received or receivable from employer(s)2021-12-31$30,175
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$19,431
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,804
2020 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$159,731
Expenses. Total of all expenses incurred2020-12-31$7,503
Benefits paid (including direct rollovers)2020-12-31$5,519
Total plan assets at end of year2020-12-31$1,231,193
Total plan assets at beginning of year2020-12-31$1,078,965
Value of fidelity bond covering the plan2020-12-31$114,000
Total contributions received or receivable from participants2020-12-31$68,322
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$81,088
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$152,228
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,231,193
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,078,965
Total contributions received or receivable from employer(s)2020-12-31$10,321
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,984
2012 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$119,011
Expenses. Total of all expenses incurred2012-12-31$5,612
Benefits paid (including direct rollovers)2012-12-31$5,562
Total plan assets at end of year2012-12-31$641,305
Total plan assets at beginning of year2012-12-31$527,906
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$41,501
Other income received2012-12-31$54,693
Net income (gross income less expenses)2012-12-31$113,399
Net plan assets at end of year (total assets less liabilities)2012-12-31$641,305
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$527,906
Assets. Value of participant loans2012-12-31$11,962
Total contributions received or receivable from employer(s)2012-12-31$22,817
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,712
Expenses. Total of all expenses incurred2011-12-31$4,013
Benefits paid (including direct rollovers)2011-12-31$3,963
Total plan assets at end of year2011-12-31$527,906
Total plan assets at beginning of year2011-12-31$487,207
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$35,677
Other income received2011-12-31$-82,352
Net income (gross income less expenses)2011-12-31$40,699
Net plan assets at end of year (total assets less liabilities)2011-12-31$527,906
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$487,207
Assets. Value of participant loans2011-12-31$15,920
Total contributions received or receivable from employer(s)2011-12-31$91,387
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$122,880
Expenses. Total of all expenses incurred2010-12-31$106,420
Benefits paid (including direct rollovers)2010-12-31$106,272
Total plan assets at end of year2010-12-31$487,207
Total plan assets at beginning of year2010-12-31$470,747
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$38,104
Contributions received from other sources (not participants or employers)2010-12-31$9,020
Other income received2010-12-31$66,908
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$16,460
Net plan assets at end of year (total assets less liabilities)2010-12-31$487,207
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$470,747
Assets. Value of participant loans2010-12-31$19,545
Total contributions received or receivable from employer(s)2010-12-31$8,848
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CONTRACTORS AND INDUSTRIAL SUPPLY 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 CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN

2022: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONTRACTORS AND INDUSTRIAL SUPPLY 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
2012: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CONTRACTORS AND INDUSTRIAL SUPPLY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331956-01
Policy instance 1
Insurance contract or identification number331956-01
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,401
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331956-01
Policy instance 1
Insurance contract or identification number331956-01
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,273
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number610585
Policy instance 1
Insurance contract or identification number610585
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $694
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $694
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT, CHFC, CLU
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331956-01
Policy instance 2
Insurance contract or identification number331956-01
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,247
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,722
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDAVID WESTNEDGE

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