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BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 401k Plan overview

Plan NameBAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST
Plan identification number 001

BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 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.
  • 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

BAILEY BOILER WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAILEY BOILER WORKS, INC.
Employer identification number (EIN):751487320
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about BAILEY BOILER WORKS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-11-01
Company Identification Number: 0036968900
Legal Registered Office Address: 17302 HIGHWAY 87

LUBBOCK
United States of America (USA)
79423

More information about BAILEY BOILER WORKS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01NANCY BAILEY2024-01-24 NANCY BAILEY2024-01-24
0012021-11-01NANCY BAILEY2023-01-11
0012020-11-01NANCY BAILEY2022-01-24 NANCY BAILEY2022-01-24
0012019-11-01NANCY BAILEY2021-05-10
0012018-11-01NANCY BAILEY2020-04-02 NANCY BAILEY2020-04-02
0012017-11-01NANCY BAILEY2019-04-19 NANCY BAILEY2019-04-19
0012016-11-01NANCY BAILEY2018-02-28 NANCY BAILEY2018-02-28
0012015-11-01NANCY BAILEY2016-12-23 NANCY BAILEY2016-12-23
0012014-11-01NANCY BAILEY NANCY BAILEY2016-02-15
0012013-11-01NANCY BAILEY
0012012-11-01NANCY BAILEY
0012011-11-01NANCY BAILEY

Plan Statistics for BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST

401k plan membership statisitcs for BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST

Measure Date Value
2014: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-0121
Total number of active participants reported on line 7a of the Form 55002014-11-0112
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0112
Number of participants with account balances2014-11-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-011
2013: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-0120
Total number of active participants reported on line 7a of the Form 55002013-11-0116
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-015
Total of all active and inactive participants2013-11-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0121
Number of participants with account balances2013-11-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-012
2012: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-0118
Total number of active participants reported on line 7a of the Form 55002012-11-0115
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-014
Total of all active and inactive participants2012-11-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0119
Number of participants with account balances2012-11-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-011
2011: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-0117
Total number of active participants reported on line 7a of the Form 55002011-11-0112
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-013
Total of all active and inactive participants2011-11-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0115
Number of participants with account balances2011-11-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010

Financial Data on BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST

Measure Date Value
2015 : BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources2015-10-31$45,723
Expenses. Total of all expenses incurred2015-10-31$7,565
Benefits paid (including direct rollovers)2015-10-31$7,565
Total plan assets at end of year2015-10-31$874,394
Total plan assets at beginning of year2015-10-31$836,236
Value of fidelity bond covering the plan2015-10-31$150,000
Total contributions received or receivable from participants2015-10-31$41,860
Other income received2015-10-31$-10,588
Net income (gross income less expenses)2015-10-31$38,158
Net plan assets at end of year (total assets less liabilities)2015-10-31$874,394
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$836,236
Total contributions received or receivable from employer(s)2015-10-31$14,451
2014 : BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources2014-10-31$97,552
Expenses. Total of all expenses incurred2014-10-31$2,168
Benefits paid (including direct rollovers)2014-10-31$2,168
Total plan assets at end of year2014-10-31$836,236
Total plan assets at beginning of year2014-10-31$740,852
Value of fidelity bond covering the plan2014-10-31$150,000
Total contributions received or receivable from participants2014-10-31$46,304
Other income received2014-10-31$32,907
Net income (gross income less expenses)2014-10-31$95,384
Net plan assets at end of year (total assets less liabilities)2014-10-31$836,236
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$740,852
Total contributions received or receivable from employer(s)2014-10-31$18,341
2013 : BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources2013-10-31$148,770
Expenses. Total of all expenses incurred2013-10-31$0
Total plan assets at end of year2013-10-31$740,852
Total plan assets at beginning of year2013-10-31$592,082
Value of fidelity bond covering the plan2013-10-31$105,000
Total contributions received or receivable from participants2013-10-31$40,747
Other income received2013-10-31$92,302
Net income (gross income less expenses)2013-10-31$148,770
Net plan assets at end of year (total assets less liabilities)2013-10-31$740,852
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$592,082
Total contributions received or receivable from employer(s)2013-10-31$15,721
2012 : BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources2012-10-31$89,944
Expenses. Total of all expenses incurred2012-10-31$20,196
Benefits paid (including direct rollovers)2012-10-31$20,196
Total plan assets at end of year2012-10-31$592,082
Total plan assets at beginning of year2012-10-31$522,334
Value of fidelity bond covering the plan2012-10-31$105,000
Total contributions received or receivable from participants2012-10-31$37,934
Other income received2012-10-31$37,536
Net income (gross income less expenses)2012-10-31$69,748
Net plan assets at end of year (total assets less liabilities)2012-10-31$592,082
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$522,334
Total contributions received or receivable from employer(s)2012-10-31$14,474

Form 5500 Responses for BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST

2014: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes
2011: BAILEY BOILER WORKS, INC. 401(K) PROFIT SHARING TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050665000000
Policy instance 1
Insurance contract or identification numberE00050665000000
Number of Individuals Covered1
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $806
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $806
Insurance broker organization code?3
Insurance broker nameLINCOLN LIFE & ANNUITY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050665000000
Policy instance 1
Insurance contract or identification numberE00050665000000
Number of Individuals Covered1
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameLINCOLN LIFE & ANNUITY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050665000000
Policy instance 1
Insurance contract or identification numberE00050665000000
Number of Individuals Covered1
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberE00050665000000
Policy instance 1
Insurance contract or identification numberE00050665000000
Number of Individuals Covered1
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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