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J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameJ.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN
Plan identification number 002

J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J.R. PIERCE PLUMBING CO. has sponsored the creation of one or more 401k plans.

Company Name:J.R. PIERCE PLUMBING CO.
Employer identification number (EIN):941571374
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01EILEEN DONNELLY2023-10-10
0022021-01-01EILEEN DONNELLY2022-10-13
0022020-01-01EILEEN DONNELLY2021-10-13
0022019-01-01EILEEN DONNELLY2020-10-06
0022018-01-01EILEEN DONNELLY2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01EILEEN DONNELLY
0022014-01-01EILEEN DONNELLY
0022013-01-01EILEEN DONNELLY
0022012-10-01EILEEN DONNELLY
0022011-10-01EILEEN DONNELLY
0022010-10-01EILEEN DONNELLY
0022009-10-01EILEEN DONNELLY
0022009-10-01EILEEN DONNELLY
0022009-10-01EILEEN DONNELLY EILEEN DONNELLY2011-07-15
0022008-10-01

Plan Statistics for J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

Measure Date Value
2022: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01778
Total number of active participants reported on line 7a of the Form 55002022-01-01446
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01344
Total of all active and inactive participants2022-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01790
Number of participants with account balances2022-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01174
2021: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01710
Total number of active participants reported on line 7a of the Form 55002021-01-01476
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01275
Total of all active and inactive participants2021-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01751
Number of participants with account balances2021-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01145
2020: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01671
Total number of active participants reported on line 7a of the Form 55002020-01-01455
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01237
Total of all active and inactive participants2020-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01692
Number of participants with account balances2020-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01166
2019: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01570
Total number of active participants reported on line 7a of the Form 55002019-01-01417
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01165
Total of all active and inactive participants2019-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01582
Number of participants with account balances2019-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0197
2018: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01201
Total of all active and inactive participants2018-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01539
Number of participants with account balances2018-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0187
2017: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01410
Total number of active participants reported on line 7a of the Form 55002017-01-01304
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01396
Number of participants with account balances2017-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0167
2016: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01258
Total number of active participants reported on line 7a of the Form 55002016-01-01281
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01210
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01247
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-0188
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01238
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01218
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01224
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01229
Total number of active participants reported on line 7a of the Form 55002012-10-01112
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01108
Total of all active and inactive participants2012-10-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01220
Number of participants with account balances2012-10-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01217
Total number of active participants reported on line 7a of the Form 55002011-10-01111
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01113
Total of all active and inactive participants2011-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01224
Number of participants with account balances2011-10-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2010: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01242
Total number of active participants reported on line 7a of the Form 55002010-10-0189
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-01119
Total of all active and inactive participants2010-10-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01208
Number of participants with account balances2010-10-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-013
2009: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01373
Total number of active participants reported on line 7a of the Form 55002009-10-01124
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01107
Total of all active and inactive participants2009-10-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01231
Number of participants with account balances2009-10-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0117

Financial Data on J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

Measure Date Value
2022 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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$6,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,346
Total income from all sources (including contributions)2022-12-31$-143,702
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$550,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$457,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,421,630
Value of total assets at end of year2022-12-31$9,021,927
Value of total assets at beginning of year2022-12-31$9,710,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,453
Total interest from all sources2022-12-31$12,371
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,357,290
Participant contributions at end of year2022-12-31$286,663
Participant contributions at beginning of year2022-12-31$197,182
Total non interest bearing cash at end of year2022-12-31$6,081
Total non interest bearing cash at beginning of year2022-12-31$24,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-693,706
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,015,848
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,709,554
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,535,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,121,972
Interest on participant loans2022-12-31$8,277
Interest earned on other investments2022-12-31$4,094
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$193,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$367,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,577,703
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$64,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$457,551
Contract administrator fees2022-12-31$92,453
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,079
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,346
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 name2022-12-31BFBA, LLP
Accountancy firm EIN2022-12-31680000424
2021 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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$1,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,193
Total income from all sources (including contributions)2021-12-31$2,404,620
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$852,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$761,925
Value of total corrective distributions2021-12-31$1,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,335,862
Value of total assets at end of year2021-12-31$9,710,900
Value of total assets at beginning of year2021-12-31$8,183,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,915
Total interest from all sources2021-12-31$9,964
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,273,614
Participant contributions at end of year2021-12-31$197,182
Participant contributions at beginning of year2021-12-31$168,924
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,947
Total non interest bearing cash at end of year2021-12-31$24,312
Total non interest bearing cash at beginning of year2021-12-31$19,246
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$1,552,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,709,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,157,288
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,121,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,589,817
Interest on participant loans2021-12-31$6,804
Interest earned on other investments2021-12-31$3,160
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$405,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$367,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,055,987
Net investment gain or loss from common/collective trusts2021-12-31$2,807
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$58,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$761,925
Contract administrator fees2021-12-31$88,915
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,346
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$19,246
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 name2021-12-31BFBA, LLP
Accountancy firm EIN2021-12-31680000424
2020 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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$26,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,250,126
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$565,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$462,649
Value of total corrective distributions2020-12-31$22,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,199,740
Value of total assets at end of year2020-12-31$8,183,481
Value of total assets at beginning of year2020-12-31$6,473,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,242
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$1,145,314
Participant contributions at end of year2020-12-31$168,924
Participant contributions at beginning of year2020-12-31$173,870
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,947
Total non interest bearing cash at end of year2020-12-31$19,246
Total non interest bearing cash at beginning of year2020-12-31$3
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$1,684,233
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,157,288
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,473,055
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,589,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,946,968
Value of interest in common/collective trusts at end of year2020-12-31$405,494
Value of interest in common/collective trusts at beginning of year2020-12-31$352,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,043,917
Net investment gain or loss from common/collective trusts2020-12-31$6,469
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$48,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$462,649
Contract administrator fees2020-12-31$81,242
Liabilities. Value of benefit claims payable at end of year2020-12-31$19,246
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BFBA, LLP
Accountancy firm EIN2020-12-31680000424
2019 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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$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$1,969,594
Total income from all sources (including contributions)2019-12-31$1,969,594
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$785,580
Total of all expenses incurred2019-12-31$785,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,227
Value of total corrective distributions2019-12-31$6,471
Value of total corrective distributions2019-12-31$6,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$905,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$905,708
Value of total assets at end of year2019-12-31$6,473,055
Value of total assets at end of year2019-12-31$6,473,055
Value of total assets at beginning of year2019-12-31$5,289,041
Value of total assets at beginning of year2019-12-31$5,289,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,882
Total interest from all sources2019-12-31$7,933
Total interest from all sources2019-12-31$7,933
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
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$857,166
Contributions received from participants2019-12-31$857,166
Participant contributions at end of year2019-12-31$173,870
Participant contributions at end of year2019-12-31$173,870
Participant contributions at beginning of year2019-12-31$188,556
Participant contributions at beginning of year2019-12-31$188,556
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at beginning of year2019-12-31$2,503
Total non interest bearing cash at beginning of year2019-12-31$2,503
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$1,184,014
Value of net income/loss2019-12-31$1,184,014
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,473,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,473,055
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,289,041
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,289,041
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 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$5,946,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,946,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,613,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,613,159
Interest on participant loans2019-12-31$7,933
Interest on participant loans2019-12-31$7,933
Value of interest in common/collective trusts at end of year2019-12-31$352,214
Value of interest in common/collective trusts at beginning of year2019-12-31$484,823
Value of interest in common/collective trusts at beginning of year2019-12-31$484,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,048,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,048,457
Net investment gain or loss from common/collective trusts2019-12-31$7,496
Net investment gain or loss from common/collective trusts2019-12-31$7,496
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$48,542
Contributions received in cash from employer2019-12-31$48,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,227
Contract administrator fees2019-12-31$69,882
Contract administrator fees2019-12-31$69,882
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
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 name2019-12-31BFBA, LLP
Accountancy firm name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
Accountancy firm EIN2019-12-31680000424
2018 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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$0
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$284,370
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$190,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$121,024
Value of total corrective distributions2018-12-31$552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$591,004
Value of total assets at end of year2018-12-31$5,289,041
Value of total assets at beginning of year2018-12-31$5,194,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,741
Total interest from all sources2018-12-31$7,270
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
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$565,554
Participant contributions at end of year2018-12-31$188,556
Participant contributions at beginning of year2018-12-31$125,368
Total non interest bearing cash at end of year2018-12-31$2,503
Total non interest bearing cash at beginning of year2018-12-31$9,502
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$94,053
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,289,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,194,988
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,613,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,831,870
Interest on participant loans2018-12-31$7,270
Value of interest in common/collective trusts at end of year2018-12-31$484,823
Value of interest in common/collective trusts at beginning of year2018-12-31$228,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-319,447
Net investment gain or loss from common/collective trusts2018-12-31$5,543
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$25,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$121,024
Contract administrator fees2018-12-31$68,741
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 name2018-12-31BFBA, LLP
Accountancy firm EIN2018-12-31680000424
2017 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,351,335
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$135,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$57,117
Value of total corrective distributions2017-12-31$13,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$679,537
Value of total assets at end of year2017-12-31$5,194,988
Value of total assets at beginning of year2017-12-31$3,979,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,012
Total interest from all sources2017-12-31$4,922
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,979
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$124,979
Administrative expenses professional fees incurred2017-12-31$14,050
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 period2017-12-31Yes
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$489,074
Participant contributions at end of year2017-12-31$125,368
Participant contributions at beginning of year2017-12-31$90,772
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,502
Total non interest bearing cash at end of year2017-12-31$9,502
Total non interest bearing cash at beginning of year2017-12-31$2,011
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$1,215,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,194,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,979,019
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
Investment advisory and management fees2017-12-31$16,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,831,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,365,626
Interest on participant loans2017-12-31$4,922
Value of interest in common/collective trusts at end of year2017-12-31$228,248
Value of interest in common/collective trusts at beginning of year2017-12-31$520,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$535,128
Net investment gain or loss from common/collective trusts2017-12-31$6,769
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$187,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,117
Contract administrator fees2017-12-31$34,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2017-12-31942329070
2016 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$537,470
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$54,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,500
Value of total corrective distributions2016-12-31$6,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$347,325
Value of total assets at end of year2016-12-31$3,979,019
Value of total assets at beginning of year2016-12-31$3,495,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,649
Total interest from all sources2016-12-31$4,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$174,544
Participant contributions at end of year2016-12-31$90,772
Participant contributions at beginning of year2016-12-31$99,646
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,776
Total non interest bearing cash at end of year2016-12-31$2,011
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$483,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,979,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,495,985
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
Investment advisory and management fees2016-12-31$17,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,365,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,396,339
Interest on participant loans2016-12-31$4,112
Value of interest in common/collective trusts at end of year2016-12-31$520,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$185,822
Net investment gain or loss from common/collective trusts2016-12-31$211
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$170,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,500
Contract administrator fees2016-12-31$24,701
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 name2016-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2016-12-31942329070
2015 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$175,303
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$145,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$97,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$135,531
Value of total assets at end of year2015-12-31$3,495,985
Value of total assets at beginning of year2015-12-31$3,466,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,731
Total interest from all sources2015-12-31$4,746
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$29,287
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$124,476
Participant contributions at end of year2015-12-31$99,646
Participant contributions at beginning of year2015-12-31$111,059
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$29,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,495,985
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,466,452
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
Investment advisory and management fees2015-12-31$19,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,396,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,355,393
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$4,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$35,026
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$11,055
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$97,039
Contract administrator fees2015-12-31$194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2015-12-31942329070
2014 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$153
Total income from all sources (including contributions)2014-12-31$287,661
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$217,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$144,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$96,279
Value of total assets at end of year2014-12-31$3,466,452
Value of total assets at beginning of year2014-12-31$3,396,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,194
Total interest from all sources2014-12-31$6,594
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$146,230
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$146,230
Administrative expenses professional fees incurred2014-12-31$44,210
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
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$96,279
Participant contributions at end of year2014-12-31$111,059
Participant contributions at beginning of year2014-12-31$135,499
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$69,750
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,466,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,396,702
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
Investment advisory and management fees2014-12-31$27,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,355,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,593,427
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,667,929
Interest on participant loans2014-12-31$6,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$18,908
Net investment gain/loss from pooled separate accounts2014-12-31$19,650
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
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$144,717
Contract administrator fees2014-12-31$1,150
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$153
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 name2014-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2014-12-31942329070
2013 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,736
Total income from all sources (including contributions)2013-12-31$539,119
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$145,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$103,448
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$118,059
Value of total assets at end of year2013-12-31$3,405,465
Value of total assets at beginning of year2013-12-31$3,018,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,362
Total interest from all sources2013-12-31$7,685
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$64,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$10,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$105,526
Participant contributions at end of year2013-12-31$143,262
Participant contributions at beginning of year2013-12-31$178,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,533
Administrative expenses (other) incurred2013-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$393,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,404,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,011,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,593,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,182,442
Interest on participant loans2013-12-31$7,685
Value of interest in common/collective trusts at end of year2013-12-31$1,667,929
Value of interest in common/collective trusts at beginning of year2013-12-31$1,648,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$348,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Income. Dividends from common stock2013-12-31$64,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$103,448
Contract administrator fees2013-12-31$13,970
Liabilities. Value of benefit claims payable at end of year2013-12-31$999
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,736
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2013-12-31942329070
2012 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$59,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$53,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,371
Value of total assets at end of year2012-12-31$3,006,066
Value of total assets at beginning of year2012-12-31$3,000,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,468
Total interest from all sources2012-12-31$2,140
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$17,549
Administrative expenses professional fees incurred2012-12-31$22,468
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$26,371
Participant contributions at end of year2012-12-31$173,587
Participant contributions at beginning of year2012-12-31$128,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,375
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,006,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,000,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,182,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,150,778
Value of interest in pooled separate accounts at end of year2012-12-31$1,648,802
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,719,073
Interest on participant loans2012-12-31$2,140
Value of interest in common/collective trusts at end of year2012-12-31$1,648,802
Value of interest in common/collective trusts at beginning of year2012-12-31$1,719,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$17,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,313
Contract administrator fees2012-12-31$17,812
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,005
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,268
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JOHN WADDELL AND CO., CPAS
Accountancy firm EIN2012-12-31942329070
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$675
Total income from all sources (including contributions)2012-09-30$418,768
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$548,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$515,962
Expenses. Certain deemed distributions of participant loans2012-09-30$16,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$86,946
Value of total assets at end of year2012-09-30$3,000,691
Value of total assets at beginning of year2012-09-30$3,131,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$33,026
Total interest from all sources2012-09-30$5,052
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$20,530
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$20,530
Administrative expenses professional fees incurred2012-09-30$12,285
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$86,946
Participant contributions at end of year2012-09-30$128,546
Participant contributions at beginning of year2012-09-30$152,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$675
Administrative expenses (other) incurred2012-09-30$10,296
Liabilities. Value of operating payables at end of year2012-09-30$1,268
Liabilities. Value of operating payables at beginning of year2012-09-30$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-130,220
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,000,691
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,130,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$13,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,150,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,180,751
Value of interest in pooled separate accounts at end of year2012-09-30$1,719,073
Value of interest in pooled separate accounts at beginning of year2012-09-30$1,797,921
Interest on participant loans2012-09-30$5,052
Value of interest in common/collective trusts at end of year2012-09-30$1,719,073
Value of interest in common/collective trusts at beginning of year2012-09-30$1,797,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$2,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$265,720
Net investment gain/loss from pooled separate accounts2012-09-30$40,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$515,962
Contract administrator fees2012-09-30$7,717
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30JOHN WADDELL & CO., CPA'S
Accountancy firm EIN2012-09-30942329070
2011 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$80,299
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$599,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$531,484
Expenses. Certain deemed distributions of participant loans2011-09-30$13,256
Value of total corrective distributions2011-09-30$2,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$91,957
Value of total assets at end of year2011-09-30$3,131,910
Value of total assets at beginning of year2011-09-30$3,650,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$52,794
Total interest from all sources2011-09-30$7,037
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$16,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$16,536
Administrative expenses professional fees incurred2011-09-30$18,140
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$91,957
Participant contributions at end of year2011-09-30$152,914
Participant contributions at beginning of year2011-09-30$185,073
Administrative expenses (other) incurred2011-09-30$6,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-519,266
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,130,911
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,650,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$20,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,180,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,472,381
Interest on participant loans2011-09-30$7,037
Value of interest in common/collective trusts at end of year2011-09-30$1,797,921
Value of interest in common/collective trusts at beginning of year2011-09-30$1,984,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$7,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$7,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-76,235
Net investment gain or loss from common/collective trusts2011-09-30$41,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$531,484
Contract administrator fees2011-09-30$7,372
Liabilities. Value of benefit claims payable at end of year2011-09-30$999
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30JOHN WADDELL & CO., CPA'S
Accountancy firm EIN2011-09-30942329070
2010 : J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$53,661
Total income from all sources (including contributions)2010-09-30$347,325
Total loss/gain on sale of assets2010-09-30$0
Total of all expenses incurred2010-09-30$246,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-09-30$206,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-09-30$152,841
Value of total assets at end of year2010-09-30$3,650,177
Value of total assets at beginning of year2010-09-30$3,603,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-09-30$40,759
Total interest from all sources2010-09-30$8,295
Total dividends received (eg from common stock, registered investment company shares)2010-09-30$16,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2010-09-30$16,004
Administrative expenses professional fees incurred2010-09-30$40,759
Was this plan covered by a fidelity bond2010-09-30Yes
Value of fidelity bond cover2010-09-30$400,000
Were there any nonexempt tranactions with any party-in-interest2010-09-30No
Contributions received from participants2010-09-30$148,382
Participant contributions at end of year2010-09-30$185,073
Participant contributions at beginning of year2010-09-30$180,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Value of net income/loss2010-09-30$100,350
Value of net assets at end of year (total assets less liabilities)2010-09-30$3,650,177
Value of net assets at beginning of year (total assets less liabilities)2010-09-30$3,549,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-09-30No
Were any leases to which the plan was party in default or uncollectible2010-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-09-30$1,472,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-09-30$1,346,481
Interest on participant loans2010-09-30$8,295
Value of interest in common/collective trusts at end of year2010-09-30$1,984,731
Value of interest in common/collective trusts at beginning of year2010-09-30$2,069,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-09-30$7,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-09-30$7,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-09-30$7,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-09-30$170,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-09-30No
Was there a failure to transmit to the plan any participant contributions2010-09-30No
Has the plan failed to provide any benefit when due under the plan2010-09-30No
Contributions received in cash from employer2010-09-30$4,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-09-30$206,216
Liabilities. Value of benefit claims payable at end of year2010-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2010-09-30$53,661
Did the plan have assets held for investment2010-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-09-30No
Opinion of an independent qualified public accountant for this plan2010-09-30Unqualified
Accountancy firm name2010-09-30JOHN WADDELL & CO., CPA'S
Accountancy firm EIN2010-09-30942329070

Form 5500 Responses for J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

2022: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: J.R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811027
Policy instance 1
Insurance contract or identification number811027
Number of Individuals Covered790
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811027
Policy instance 1
Insurance contract or identification number811027
Number of Individuals Covered751
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512294-000
Policy instance 1
Insurance contract or identification number512294-000
Number of Individuals Covered169
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512294-000
Policy instance 1
Insurance contract or identification number512294-000
Number of Individuals Covered140
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number971803135
Policy instance 1
Insurance contract or identification number971803135
Number of Individuals Covered140
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number971803135
Policy instance 1
Insurance contract or identification number971803135
Number of Individuals Covered169
Insurance policy start date2012-10-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number971803135
Policy instance 1
Insurance contract or identification number971803135
Number of Individuals Covered174
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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