401k Plan data: WATER JEL PROFIT SHARING AND 401(K) PLAN plan

WATER JEL PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	WATER JEL PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

WATER JEL PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WATER JEL TECHNOLOGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: WATER JEL TECHNOLOGIES, LLC

Employer identification number (EIN): 812474496

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATER JEL PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2020-01-01
001 2019-01-01 CHRISTINE CONSIDINE 2020-10-16
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 JERRILYN ECKARDT 2018-09-26
001 2016-01-01 JERRILYN ECKARDT 2017-08-30
001 2015-01-01 JERRILYN ECKARDT 2016-07-14

Plan Statistics for WATER JEL PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WATER JEL PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2020: WATER JEL PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WATER JEL PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 73
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WATER JEL PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 54
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 105
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2020: WATER JEL PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WATER JEL PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	73
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WATER JEL PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	54
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	105
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on WATER JEL PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2020 : WATER JEL PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-01	$0
Total transfer of assets from this plan	2020-08-01	$2,399,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-01	$0
Total income from all sources (including contributions)	2020-08-01	$205,533
Total loss/gain on sale of assets	2020-08-01	$0
Total of all expenses incurred	2020-08-01	$1,552,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-01	$1,544,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-01	$122,122
Value of total assets at end of year	2020-08-01	$0
Value of total assets at beginning of year	2020-08-01	$3,745,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-01	$7,998
Total interest from all sources	2020-08-01	$4,794
Total dividends received (eg from common stock, registered investment company shares)	2020-08-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-08-01	$0
Was this plan covered by a fidelity bond	2020-08-01	Yes
Value of fidelity bond cover	2020-08-01	$100,000
If this is an individual account plan, was there a blackout period	2020-08-01	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-08-01	$0
Were there any nonexempt tranactions with any party-in-interest	2020-08-01	No
Contributions received from participants	2020-08-01	$122,122
Participant contributions at end of year	2020-08-01	$0
Participant contributions at beginning of year	2020-08-01	$59,910
Administrative expenses (other) incurred	2020-08-01	$7,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-01	No
Value of net income/loss	2020-08-01	$-1,346,863
Value of net assets at end of year (total assets less liabilities)	2020-08-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-08-01	$3,745,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-01	No
Were any leases to which the plan was party in default or uncollectible	2020-08-01	No
Value of interest in pooled separate accounts at end of year	2020-08-01	$0
Value of interest in pooled separate accounts at beginning of year	2020-08-01	$3,351,873
Interest on participant loans	2020-08-01	$1,847
Interest earned on other investments	2020-08-01	$2,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-01	$334,147
Net investment gain/loss from pooled separate accounts	2020-08-01	$78,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-01	No
Was there a failure to transmit to the plan any participant contributions	2020-08-01	No
Has the plan failed to provide any benefit when due under the plan	2020-08-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-01	$1,544,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-08-01	Yes
Did the plan have assets held for investment	2020-08-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-01	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-01	Disclaimer
Accountancy firm name	2020-08-01	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-08-01	271728945
Total transfer of assets from this plan	2020-07-31	$2,399,067
Total income from all sources (including contributions)	2020-07-31	$205,533
Total of all expenses incurred	2020-07-31	$1,552,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$1,544,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$122,122
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$3,745,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$7,998
Total interest from all sources	2020-07-31	$4,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$100,000
If this is an individual account plan, was there a blackout period	2020-07-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$122,122
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$59,910
Administrative expenses (other) incurred	2020-07-31	$7,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-1,346,863
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$3,745,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in pooled separate accounts at end of year	2020-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-07-31	$3,351,873
Interest on participant loans	2020-07-31	$1,847
Interest earned on other investments	2020-07-31	$2,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$334,147
Net investment gain/loss from pooled separate accounts	2020-07-31	$78,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$1,544,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-07-31	Yes
Did the plan have assets held for investment	2020-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-07-31	271728945
2019 : WATER JEL PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,012,529
Total income from all sources (including contributions)	2019-12-31	$1,012,529
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$546,958
Total of all expenses incurred	2019-12-31	$546,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$532,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$532,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$364,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$364,473
Value of total assets at end of year	2019-12-31	$3,745,930
Value of total assets at end of year	2019-12-31	$3,745,930
Value of total assets at beginning of year	2019-12-31	$3,280,359
Value of total assets at beginning of year	2019-12-31	$3,280,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,873
Total interest from all sources	2019-12-31	$10,131
Total interest from all sources	2019-12-31	$10,131
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$241,099
Contributions received from participants	2019-12-31	$241,099
Participant contributions at end of year	2019-12-31	$59,910
Participant contributions at end of year	2019-12-31	$59,910
Participant contributions at beginning of year	2019-12-31	$67,940
Participant contributions at beginning of year	2019-12-31	$67,940
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$122,636
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$122,636
Administrative expenses (other) incurred	2019-12-31	$14,873
Administrative expenses (other) incurred	2019-12-31	$14,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$465,571
Value of net income/loss	2019-12-31	$465,571
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,745,930
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,745,930
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,280,359
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,280,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,351,873
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,351,873
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,864,542
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,864,542
Interest on participant loans	2019-12-31	$4,585
Interest on participant loans	2019-12-31	$4,585
Interest earned on other investments	2019-12-31	$5,546
Interest earned on other investments	2019-12-31	$5,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$334,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$334,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$347,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$347,877
Net investment gain/loss from pooled separate accounts	2019-12-31	$637,925
Net investment gain/loss from pooled separate accounts	2019-12-31	$637,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$738
Contributions received in cash from employer	2019-12-31	$738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$532,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$532,085
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
Accountancy firm EIN	2019-12-31	271728945
2018 : WATER JEL PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$192,321
Total of all expenses incurred	2018-12-31	$140,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$120,976
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$402,509
Value of total assets at end of year	2018-12-31	$3,280,359
Value of total assets at beginning of year	2018-12-31	$3,228,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,334
Total interest from all sources	2018-12-31	$8,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$254,641
Participant contributions at end of year	2018-12-31	$67,940
Participant contributions at beginning of year	2018-12-31	$90,864
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$147,868
Administrative expenses (other) incurred	2018-12-31	$14,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$51,888
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,280,359
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,228,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,864,542
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,805,021
Interest on participant loans	2018-12-31	$3,574
Interest earned on other investments	2018-12-31	$4,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$347,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$332,586
Net investment gain/loss from pooled separate accounts	2018-12-31	$-218,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$120,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PFK O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945

Form 5500 Responses for WATER JEL PROFIT SHARING AND 401(K) PLAN

2020: WATER JEL PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WATER JEL PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WATER JEL PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995356

Policy instance

Insurance contract or identification number	995356
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-31
Total amount of commissions paid to insurance broker	USD $10,157
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 Broker	USD $10,157
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995356

Policy instance

Insurance contract or identification number	995356
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-08-01
Total amount of commissions paid to insurance broker	USD $10,157
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,157
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995356

Policy instance

Insurance contract or identification number	995356
Number of Individuals Covered	102
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,569
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,895
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995356

Policy instance

Insurance contract or identification number	995356
Number of Individuals Covered	105
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $16,493
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 Broker	USD $16,493
Insurance broker organization code?	3

Potentially related plans

WATER JEL PROFIT SHARING AND 401(K) PLAN [EIN = 223638945]

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Company Name:	WATER JEL TECHNOLOGIES, LLC
Employer identification number (EIN):	812474496
NAIC Classification:	339110