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PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NamePURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN
Plan identification number 002

PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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.
  • 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

J. HARRIS INDUSTRIAL WATER TREATMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. HARRIS INDUSTRIAL WATER TREATMENT, INC.
Employer identification number (EIN):770116833
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BEN DESANTIS
0022016-01-01BEN DESANTIS
0022015-01-01BEN DESANTIS
0022014-01-01BEN DESANTIS BEN DESANTIS2015-11-11
0022014-01-01BEN DESANTIS
0022013-01-01BEN DESANTIS2014-08-07
0022012-01-01BEN DESANTIS2013-06-14
0022011-01-01BEN DESANTIS2012-08-08
0022010-01-01CARRIE WIDOFSKY2011-06-22
0022009-07-01CARRIE WIDOFSKY
0022009-07-01JIM HARRIS

Plan Statistics for PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01187
Total number of active participants reported on line 7a of the Form 55002023-01-01159
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-0121
Total of all active and inactive participants2023-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01187
Number of participants with account balances2023-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01187
Number of participants with account balances2022-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01184
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01140
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01107
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2009: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0194
Total number of active participants reported on line 7a of the Form 55002009-07-0179
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01101
Number of participants with account balances2009-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,279,607
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$684,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$637,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,120,023
Value of total assets at end of year2023-12-31$9,702,135
Value of total assets at beginning of year2023-12-31$8,107,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$47,192
Total interest from all sources2023-12-31$56,693
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$254,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$254,528
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$754,917
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$143,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$217,356
Assets. Loans (other than to participants) at beginning of year2023-12-31$241,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$13,214
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,594,716
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,702,135
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,107,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$33,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,643,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,020,319
Interest on participant loans2023-12-31$14,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$840,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$845,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$845,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$42,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$848,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$221,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$637,699
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-390,357
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$561,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$515,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$931,244
Value of total assets at end of year2022-12-31$8,107,419
Value of total assets at beginning of year2022-12-31$9,059,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,045
Total interest from all sources2022-12-31$22,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$211,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$211,756
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$646,727
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$105,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15
Assets. Loans (other than to participants) at end of year2022-12-31$241,320
Assets. Loans (other than to participants) at beginning of year2022-12-31$172,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$13,721
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-952,092
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,107,419
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,059,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,020,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,315,093
Interest on participant loans2022-12-31$11,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$845,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$571,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$571,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,555,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$179,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$515,690
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$254
Total income from all sources (including contributions)2021-12-31$1,656,056
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$307,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$262,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$812,461
Value of total assets at end of year2021-12-31$9,059,511
Value of total assets at beginning of year2021-12-31$7,710,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,461
Total interest from all sources2021-12-31$10,122
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,023,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,023,482
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$609,083
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$438
Assets. Loans (other than to participants) at end of year2021-12-31$172,799
Assets. Loans (other than to participants) at beginning of year2021-12-31$201,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$254
Administrative expenses (other) incurred2021-12-31$12,288
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,348,799
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,059,511
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,710,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,315,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,913,703
Interest on participant loans2021-12-31$10,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$571,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$594,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$594,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-190,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$178,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$262,796
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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$254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,971
Total income from all sources (including contributions)2020-12-31$1,829,018
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$107,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,028
Value of total corrective distributions2020-12-31$22,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$942,282
Value of total assets at end of year2020-12-31$7,710,966
Value of total assets at beginning of year2020-12-31$6,012,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,526
Total interest from all sources2020-12-31$11,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$266,134
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$266,134
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$581,218
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$201,602
Assets. Loans (other than to participants) at beginning of year2020-12-31$215,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,971
Administrative expenses (other) incurred2020-12-31$10,858
Total non interest bearing cash at end of year2020-12-31$254
Total non interest bearing cash at beginning of year2020-12-31$0
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$1,721,493
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,710,712
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,989,219
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$23,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,913,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,789,277
Interest on participant loans2020-12-31$11,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$594,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$608,859
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$160,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,028
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$22,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,141
Total income from all sources (including contributions)2019-12-31$1,633,050
Total income from all sources (including contributions)2019-12-31$1,633,050
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$290,093
Total of all expenses incurred2019-12-31$290,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$259,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$259,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$674,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$674,479
Value of total assets at end of year2019-12-31$6,012,190
Value of total assets at end of year2019-12-31$6,012,190
Value of total assets at beginning of year2019-12-31$4,648,403
Value of total assets at beginning of year2019-12-31$4,648,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,629
Total interest from all sources2019-12-31$19,367
Total interest from all sources2019-12-31$19,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$162,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$162,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$162,671
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$162,671
Administrative expenses professional fees incurred2019-12-31$20,106
Administrative expenses professional fees incurred2019-12-31$20,106
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$516,637
Contributions received from participants2019-12-31$516,637
Assets. Loans (other than to participants) at end of year2019-12-31$215,335
Assets. Loans (other than to participants) at end of year2019-12-31$215,335
Assets. Loans (other than to participants) at beginning of year2019-12-31$157,850
Assets. Loans (other than to participants) at beginning of year2019-12-31$157,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,141
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
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$1,342,957
Value of net income/loss2019-12-31$1,342,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,989,219
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,989,219
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,646,262
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,646,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,789,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,789,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,370,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,370,049
Interest on participant loans2019-12-31$11,789
Interest on participant loans2019-12-31$11,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$120,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$120,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$120,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$120,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$776,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$776,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$157,842
Contributions received in cash from employer2019-12-31$157,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$259,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$259,464
Contract administrator fees2019-12-31$10,523
Contract administrator fees2019-12-31$10,523
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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$2,141
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$430,965
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$323,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$294,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$619,670
Value of total assets at end of year2018-12-31$4,648,403
Value of total assets at beginning of year2018-12-31$4,538,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,268
Total interest from all sources2018-12-31$10,021
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$186,220
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$186,220
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 period2018-12-31Yes
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$484,136
Assets. Loans (other than to participants) at end of year2018-12-31$157,850
Assets. Loans (other than to participants) at beginning of year2018-12-31$220,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
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$107,288
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,646,262
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,538,974
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$13,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,370,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,359,498
Interest on participant loans2018-12-31$8,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$120,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$958,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-384,946
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$135,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$294,409
Contract administrator fees2018-12-31$15,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,182,172
Total of all expenses incurred2017-12-31$203,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$744,636
Value of total assets at end of year2017-12-31$4,538,974
Value of total assets at beginning of year2017-12-31$3,559,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,345
Total interest from all sources2017-12-31$17,117
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,190
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$57,190
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$449,369
Participant contributions at end of year2017-12-31$220,887
Participant contributions at beginning of year2017-12-31$160,987
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$164,533
Administrative expenses (other) incurred2017-12-31$38,345
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$979,108
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,538,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,559,866
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,359,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,540,643
Interest on participant loans2017-12-31$8,571
Interest earned on other investments2017-12-31$8,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$958,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$858,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$363,229
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$130,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$782,172
Total of all expenses incurred2016-12-31$122,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$102,573
Expenses. Certain deemed distributions of participant loans2016-12-31$999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$554,494
Value of total assets at end of year2016-12-31$3,559,866
Value of total assets at beginning of year2016-12-31$2,899,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,524
Total interest from all sources2016-12-31$6,118
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,095
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$22,095
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 period2016-12-31Yes
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$377,035
Participant contributions at end of year2016-12-31$160,987
Participant contributions at beginning of year2016-12-31$105,878
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$76,263
Other income not declared elsewhere2016-12-31$8,760
Administrative expenses (other) incurred2016-12-31$2,425
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$660,076
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,559,866
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,899,790
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,540,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$976,540
Interest on participant loans2016-12-31$6,118
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$983,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$833,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$833,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$858,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$190,705
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$101,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$102,573
Contract administrator fees2016-12-31$16,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$286,570
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$148,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,703
Value of total corrective distributions2015-12-31$500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$328,448
Value of total assets at end of year2015-12-31$2,899,790
Value of total assets at beginning of year2015-12-31$2,761,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,330
Total interest from all sources2015-12-31$6,542
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$67,280
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$67,280
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$277,000
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$261,292
Participant contributions at end of year2015-12-31$105,878
Participant contributions at beginning of year2015-12-31$138,494
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,718
Administrative expenses (other) incurred2015-12-31$2,330
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$138,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,899,790
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,761,753
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$976,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$960,395
Interest on participant loans2015-12-31$6,541
Value of interest in common/collective trusts at end of year2015-12-31$983,387
Value of interest in common/collective trusts at beginning of year2015-12-31$1,093,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$833,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$569,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$569,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-91,721
Net investment gain or loss from common/collective trusts2015-12-31$-23,979
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$65,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,703
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$456,953
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$235,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$233,444
Value of total corrective distributions2014-12-31$187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$350,066
Value of total assets at end of year2014-12-31$2,761,753
Value of total assets at beginning of year2014-12-31$2,540,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,750
Total interest from all sources2014-12-31$6,319
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$72,227
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$72,227
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$255,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$223,682
Participant contributions at end of year2014-12-31$138,494
Participant contributions at beginning of year2014-12-31$92,092
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$59,972
Administrative expenses (other) incurred2014-12-31$1,750
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$221,572
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,761,753
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,540,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$960,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$788,988
Interest on participant loans2014-12-31$6,319
Value of interest in common/collective trusts at end of year2014-12-31$1,093,846
Value of interest in common/collective trusts at beginning of year2014-12-31$1,095,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$569,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$563,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$563,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-41,785
Net investment gain or loss from common/collective trusts2014-12-31$70,126
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$66,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$233,444
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2009 : PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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 PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN

2023: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 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: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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
2009: PURETEC HARRIS INDUSTRIAL WATER PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512656
Policy instance 1
Insurance contract or identification number512656
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 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?Yes
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
Amount paid for insurance broker fees4837
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512656
Policy instance 1
Insurance contract or identification number512656
Number of Individuals Covered91
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,142
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 $1,071
Insurance broker organization code?3
Insurance broker nameWELLS FARGO CLEARING SERVICES, LLC

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