MURRAY PLUMBING & HEATING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-01 | $58,513,804 |
| Total unrealized appreciation/depreciation of assets | 2023-06-01 | $58,513,804 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-01 | $8,204,335 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-01 | $8,562,950 |
| Total income from all sources (including contributions) | 2023-06-01 | $61,171,774 |
| Total loss/gain on sale of assets | 2023-06-01 | $0 |
| Total of all expenses incurred | 2023-06-01 | $3,568,186 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-01 | $3,356,681 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-01 | $2,609,717 |
| Value of total assets at end of year | 2023-06-01 | $208,874,268 |
| Value of total assets at beginning of year | 2023-06-01 | $151,629,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-01 | $0 |
| Total interest from all sources | 2023-06-01 | $48,253 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-01 | No |
| Was this plan covered by a fidelity bond | 2023-06-01 | Yes |
| Value of fidelity bond cover | 2023-06-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-01 | $2,825 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-01 | $1,921 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-06-01 | $8,204,335 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-06-01 | $8,562,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-01 | No |
| Income. Non cash contributions | 2023-06-01 | $1,793,000 |
| Value of net income/loss | 2023-06-01 | $57,603,588 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-01 | $200,669,933 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-01 | $143,066,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-01 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-01 | $728,035 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-01 | $48,253 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-01 | No |
| Assets. Invements in employer securities at end of year | 2023-06-01 | $208,143,408 |
| Assets. Invements in employer securities at beginning of year | 2023-06-01 | $149,182,457 |
| Contributions received in cash from employer | 2023-06-01 | $816,717 |
| Employer contributions (assets) at beginning of year | 2023-06-01 | $1,450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-01 | $3,356,681 |
| Did the plan have assets held for investment | 2023-06-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-01 | 1 |
| Accountancy firm name | 2023-06-01 | ROORDA, PIQUET, AND BESSEE, INC. |
| Accountancy firm EIN | 2023-06-01 | 330252865 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-05-31 | $19,702,389 |
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $19,702,389 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $8,562,950 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $8,912,920 |
| Expenses. Interest paid | 2023-05-31 | $220,149 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-05-31 | $220,149 |
| Total income from all sources (including contributions) | 2023-05-31 | $22,355,936 |
| Total loss/gain on sale of assets | 2023-05-31 | $0 |
| Total of all expenses incurred | 2023-05-31 | $13,661,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $13,440,914 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $2,625,358 |
| Value of total assets at end of year | 2023-05-31 | $151,629,295 |
| Value of total assets at beginning of year | 2023-05-31 | $143,284,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $0 |
| Total interest from all sources | 2023-05-31 | $28,189 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $1,921 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $208 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-05-31 | $8,562,950 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-05-31 | $8,912,920 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $8,694,873 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $143,066,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $134,371,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $994,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $1,014,874 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $1,014,874 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $28,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Assets. Invements in employer securities at end of year | 2023-05-31 | $149,182,457 |
| Assets. Invements in employer securities at beginning of year | 2023-05-31 | $142,269,310 |
| Contributions received in cash from employer | 2023-05-31 | $2,625,358 |
| Employer contributions (assets) at end of year | 2023-05-31 | $1,450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $13,440,914 |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | ROORDA, PIQUET, AND BESSEE, INC. |
| Accountancy firm EIN | 2023-05-31 | 330252865 |
| 2022 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-01 | $19,702,389 |
| Total unrealized appreciation/depreciation of assets | 2022-06-01 | $19,702,389 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-01 | $8,562,950 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-01 | $8,912,920 |
| Total income from all sources (including contributions) | 2022-06-01 | $22,355,936 |
| Total loss/gain on sale of assets | 2022-06-01 | $0 |
| Total of all expenses incurred | 2022-06-01 | $13,661,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-01 | $13,440,914 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-01 | $2,625,358 |
| Value of total assets at end of year | 2022-06-01 | $151,629,295 |
| Value of total assets at beginning of year | 2022-06-01 | $143,284,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-01 | $0 |
| Total interest from all sources | 2022-06-01 | $28,189 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-01 | No |
| Was this plan covered by a fidelity bond | 2022-06-01 | Yes |
| Value of fidelity bond cover | 2022-06-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-01 | $1,921 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-01 | $208 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-01 | $8,562,950 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-01 | $8,912,920 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-01 | No |
| Value of net income/loss | 2022-06-01 | $8,694,873 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-01 | $143,066,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-01 | $134,371,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-01 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-01 | $994,917 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-01 | $28,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-01 | No |
| Assets. Invements in employer securities at end of year | 2022-06-01 | $149,182,457 |
| Assets. Invements in employer securities at beginning of year | 2022-06-01 | $142,269,310 |
| Contributions received in cash from employer | 2022-06-01 | $2,625,358 |
| Employer contributions (assets) at end of year | 2022-06-01 | $1,450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-01 | $13,440,914 |
| Did the plan have assets held for investment | 2022-06-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-01 | 1 |
| Accountancy firm name | 2022-06-01 | ROORDA, PIQUET, AND BESSEE, INC. |
| Accountancy firm EIN | 2022-06-01 | 330252865 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-05-31 | $18,777,507 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $18,777,507 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $8,912,920 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $9,690,369 |
| Expenses. Interest paid | 2022-05-31 | $239,352 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-05-31 | $239,352 |
| Total income from all sources (including contributions) | 2022-05-31 | $21,404,377 |
| Total loss/gain on sale of assets | 2022-05-31 | $0 |
| Total of all expenses incurred | 2022-05-31 | $7,895,118 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $7,655,766 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $2,626,500 |
| Value of total assets at end of year | 2022-05-31 | $143,284,392 |
| Value of total assets at beginning of year | 2022-05-31 | $130,552,582 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $0 |
| Total interest from all sources | 2022-05-31 | $370 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $208 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $2 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-05-31 | $8,912,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-05-31 | $9,690,369 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Income. Non cash contributions | 2022-05-31 | $855,120 |
| Value of net income/loss | 2022-05-31 | $13,509,259 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $134,371,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $120,862,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $1,014,874 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $518,947 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $518,947 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $370 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Assets. Invements in employer securities at end of year | 2022-05-31 | $142,269,310 |
| Assets. Invements in employer securities at beginning of year | 2022-05-31 | $130,033,633 |
| Contributions received in cash from employer | 2022-05-31 | $1,771,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $7,655,766 |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | ROORDA, PIQUET, AND BESSEE, INC. |
| Accountancy firm EIN | 2022-05-31 | 330252865 |
| 2021 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-05-31 | $37,000,402 |
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $37,000,402 |
| Total transfer of assets from this plan | 2021-05-31 | $132,548 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $9,690,369 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $10,449,078 |
| Expenses. Interest paid | 2021-05-31 | $258,092 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-05-31 | $258,092 |
| Total income from all sources (including contributions) | 2021-05-31 | $38,331,557 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $10,717,976 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $10,459,884 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $1,330,984 |
| Value of total assets at end of year | 2021-05-31 | $130,552,582 |
| Value of total assets at beginning of year | 2021-05-31 | $103,830,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $0 |
| Total interest from all sources | 2021-05-31 | $171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $9,709,144 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $2 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $83 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-05-31 | $9,690,369 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-05-31 | $10,449,078 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $27,613,581 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $120,862,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $93,381,180 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $518,947 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $1,080,322 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $1,080,322 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $171 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Assets. Invements in employer securities at end of year | 2021-05-31 | $130,033,633 |
| Assets. Invements in employer securities at beginning of year | 2021-05-31 | $102,567,575 |
| Contributions received in cash from employer | 2021-05-31 | $1,330,984 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $182,278 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $10,459,884 |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2021-05-31 | 330252865 |
| 2020 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-05-31 | $457,683 |
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $457,683 |
| Total transfer of assets to this plan | 2020-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $10,449,078 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $11,189,499 |
| Expenses. Interest paid | 2020-05-31 | $276,381 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-05-31 | $276,381 |
| Total income from all sources (including contributions) | 2020-05-31 | $2,318,281 |
| Total loss/gain on sale of assets | 2020-05-31 | $0 |
| Total of all expenses incurred | 2020-05-31 | $8,371,584 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $8,095,203 |
| Value of total corrective distributions | 2020-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $1,851,684 |
| Value of total assets at end of year | 2020-05-31 | $103,830,258 |
| Value of total assets at beginning of year | 2020-05-31 | $110,623,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $0 |
| Total income from rents | 2020-05-31 | $0 |
| Total interest from all sources | 2020-05-31 | $8,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $0 |
| Administrative expenses professional fees incurred | 2020-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-05-31 | $0 |
| Contributions received from participants | 2020-05-31 | $0 |
| Participant contributions at end of year | 2020-05-31 | $0 |
| Participant contributions at beginning of year | 2020-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $83 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-05-31 | $10,449,078 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-05-31 | $11,189,499 |
| Other income not declared elsewhere | 2020-05-31 | $0 |
| Administrative expenses (other) incurred | 2020-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Income. Non cash contributions | 2020-05-31 | $174,800 |
| Value of net income/loss | 2020-05-31 | $-6,053,303 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $93,381,180 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $99,434,483 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-05-31 | $0 |
| Investment advisory and management fees | 2020-05-31 | $0 |
| Income. Interest from loans (other than to participants) | 2020-05-31 | $0 |
| Interest earned on other investments | 2020-05-31 | $0 |
| Income. Interest from US Government securities | 2020-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $1,080,322 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $564,662 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $564,662 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $8,914 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2020-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Assets. Invements in employer securities at end of year | 2020-05-31 | $102,567,575 |
| Assets. Invements in employer securities at beginning of year | 2020-05-31 | $110,058,142 |
| Contributions received in cash from employer | 2020-05-31 | $1,676,884 |
| Employer contributions (assets) at end of year | 2020-05-31 | $182,278 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $1,178 |
| Income. Dividends from preferred stock | 2020-05-31 | $0 |
| Income. Dividends from common stock | 2020-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $8,095,203 |
| Contract administrator fees | 2020-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-05-31 | $0 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Aggregate proceeds on sale of assets | 2020-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | ROORDA, PIQUET, & BEESEE, INC. |
| Accountancy firm EIN | 2020-05-31 | 330252865 |
| 2019 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-05-31 | $5,521,248 |
| Total unrealized appreciation/depreciation of assets | 2019-05-31 | $5,521,248 |
| Total transfer of assets to this plan | 2019-05-31 | $0 |
| Total transfer of assets from this plan | 2019-05-31 | $497,149 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $11,189,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $11,912,072 |
| Expenses. Interest paid | 2019-05-31 | $294,228 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-05-31 | $294,228 |
| Total income from all sources (including contributions) | 2019-05-31 | $7,501,887 |
| Total loss/gain on sale of assets | 2019-05-31 | $0 |
| Total of all expenses incurred | 2019-05-31 | $10,718,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $10,423,965 |
| Value of total corrective distributions | 2019-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $1,974,923 |
| Value of total assets at end of year | 2019-05-31 | $110,623,982 |
| Value of total assets at beginning of year | 2019-05-31 | $115,060,010 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $0 |
| Total income from rents | 2019-05-31 | $0 |
| Total interest from all sources | 2019-05-31 | $5,716 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-05-31 | $0 |
| Administrative expenses professional fees incurred | 2019-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $10,862,967 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-05-31 | $0 |
| Contributions received from participants | 2019-05-31 | $0 |
| Participant contributions at end of year | 2019-05-31 | $0 |
| Participant contributions at beginning of year | 2019-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-05-31 | $11,189,499 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-05-31 | $11,912,072 |
| Other income not declared elsewhere | 2019-05-31 | $0 |
| Administrative expenses (other) incurred | 2019-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Income. Non cash contributions | 2019-05-31 | $753,227 |
| Value of net income/loss | 2019-05-31 | $-3,216,306 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $99,434,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $103,147,938 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-05-31 | $0 |
| Investment advisory and management fees | 2019-05-31 | $0 |
| Income. Interest from loans (other than to participants) | 2019-05-31 | $0 |
| Interest earned on other investments | 2019-05-31 | $0 |
| Income. Interest from US Government securities | 2019-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $564,662 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $413,375 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $413,375 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $5,716 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2019-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Assets. Invements in employer securities at end of year | 2019-05-31 | $110,058,142 |
| Assets. Invements in employer securities at beginning of year | 2019-05-31 | $114,646,635 |
| Contributions received in cash from employer | 2019-05-31 | $1,221,696 |
| Employer contributions (assets) at end of year | 2019-05-31 | $1,178 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $0 |
| Income. Dividends from preferred stock | 2019-05-31 | $0 |
| Income. Dividends from common stock | 2019-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $10,423,965 |
| Contract administrator fees | 2019-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-05-31 | $0 |
| Did the plan have assets held for investment | 2019-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Aggregate proceeds on sale of assets | 2019-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2019-05-31 | 330252865 |
| 2018 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-05-31 | $29,526,937 |
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $29,526,937 |
| Total transfer of assets to this plan | 2018-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $11,912,072 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $12,617,227 |
| Expenses. Interest paid | 2018-05-31 | $311,646 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-05-31 | $311,646 |
| Total income from all sources (including contributions) | 2018-05-31 | $31,192,589 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $7,087,912 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $6,776,266 |
| Value of total corrective distributions | 2018-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $1,662,229 |
| Value of total assets at end of year | 2018-05-31 | $115,060,010 |
| Value of total assets at beginning of year | 2018-05-31 | $91,660,488 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $0 |
| Total income from rents | 2018-05-31 | $0 |
| Total interest from all sources | 2018-05-31 | $3,423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $0 |
| Administrative expenses professional fees incurred | 2018-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $6,611,553 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-05-31 | $0 |
| Contributions received from participants | 2018-05-31 | $0 |
| Participant contributions at end of year | 2018-05-31 | $0 |
| Participant contributions at beginning of year | 2018-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-05-31 | $11,912,072 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-05-31 | $12,617,227 |
| Other income not declared elsewhere | 2018-05-31 | $0 |
| Administrative expenses (other) incurred | 2018-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Income. Non cash contributions | 2018-05-31 | $492,819 |
| Value of net income/loss | 2018-05-31 | $24,104,677 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $103,147,938 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $79,043,261 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-05-31 | $0 |
| Investment advisory and management fees | 2018-05-31 | $0 |
| Income. Interest from loans (other than to participants) | 2018-05-31 | $0 |
| Interest earned on other investments | 2018-05-31 | $0 |
| Income. Interest from US Government securities | 2018-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $413,375 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $422,055 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $422,055 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $3,423 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2018-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2018-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Assets. Invements in employer securities at end of year | 2018-05-31 | $114,646,635 |
| Assets. Invements in employer securities at beginning of year | 2018-05-31 | $90,442,692 |
| Contributions received in cash from employer | 2018-05-31 | $1,169,410 |
| Employer contributions (assets) at end of year | 2018-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $795,741 |
| Income. Dividends from preferred stock | 2018-05-31 | $0 |
| Income. Dividends from common stock | 2018-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $6,776,266 |
| Contract administrator fees | 2018-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-05-31 | $0 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Aggregate proceeds on sale of assets | 2018-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | ROORDA, PIQUET, & BESSEE, INC. |
| Accountancy firm EIN | 2018-05-31 | 330252865 |
| 2017 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-05-31 | $13,730,014 |
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $13,730,014 |
| Total transfer of assets to this plan | 2017-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $12,617,227 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $13,305,385 |
| Expenses. Interest paid | 2017-05-31 | $328,643 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-05-31 | $328,643 |
| Total income from all sources (including contributions) | 2017-05-31 | $15,609,074 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $5,708,260 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $5,379,617 |
| Value of total corrective distributions | 2017-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $1,874,515 |
| Value of total assets at end of year | 2017-05-31 | $91,660,488 |
| Value of total assets at beginning of year | 2017-05-31 | $82,447,832 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $0 |
| Total income from rents | 2017-05-31 | $0 |
| Total interest from all sources | 2017-05-31 | $4,545 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $0 |
| Administrative expenses professional fees incurred | 2017-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-05-31 | $0 |
| Contributions received from participants | 2017-05-31 | $0 |
| Participant contributions at end of year | 2017-05-31 | $0 |
| Participant contributions at beginning of year | 2017-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-05-31 | $12,617,227 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-05-31 | $13,305,385 |
| Other income not declared elsewhere | 2017-05-31 | $0 |
| Administrative expenses (other) incurred | 2017-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Income. Non cash contributions | 2017-05-31 | $795,741 |
| Value of net income/loss | 2017-05-31 | $9,900,814 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $79,043,261 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $69,142,447 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-05-31 | $0 |
| Investment advisory and management fees | 2017-05-31 | $0 |
| Income. Interest from loans (other than to participants) | 2017-05-31 | $0 |
| Interest earned on other investments | 2017-05-31 | $0 |
| Income. Interest from US Government securities | 2017-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $422,055 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $1,480,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $1,480,258 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $4,545 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Assets. Invements in employer securities at end of year | 2017-05-31 | $90,442,692 |
| Assets. Invements in employer securities at beginning of year | 2017-05-31 | $80,967,574 |
| Contributions received in cash from employer | 2017-05-31 | $1,078,774 |
| Employer contributions (assets) at end of year | 2017-05-31 | $795,741 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $0 |
| Income. Dividends from preferred stock | 2017-05-31 | $0 |
| Income. Dividends from common stock | 2017-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $5,379,617 |
| Contract administrator fees | 2017-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-05-31 | $0 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Aggregate proceeds on sale of assets | 2017-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2017-05-31 | 330252865 |
| 2016 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-05-31 | $5,709,502 |
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $5,709,502 |
| Total transfer of assets to this plan | 2016-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $13,305,385 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $13,976,956 |
| Expenses. Interest paid | 2016-05-31 | $345,231 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-05-31 | $345,231 |
| Total income from all sources (including contributions) | 2016-05-31 | $8,249,380 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $4,839,530 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $4,494,299 |
| Value of total corrective distributions | 2016-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $2,538,150 |
| Value of total assets at end of year | 2016-05-31 | $82,447,832 |
| Value of total assets at beginning of year | 2016-05-31 | $79,709,553 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $0 |
| Total income from rents | 2016-05-31 | $0 |
| Total interest from all sources | 2016-05-31 | $1,728 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $0 |
| Administrative expenses professional fees incurred | 2016-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $3,378,279 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2016-05-31 | $0 |
| Contributions received from participants | 2016-05-31 | $0 |
| Participant contributions at end of year | 2016-05-31 | $0 |
| Participant contributions at beginning of year | 2016-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-05-31 | $13,305,385 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $13,976,956 |
| Other income not declared elsewhere | 2016-05-31 | $0 |
| Administrative expenses (other) incurred | 2016-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Income. Non cash contributions | 2016-05-31 | $387,000 |
| Value of net income/loss | 2016-05-31 | $3,409,850 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $69,142,447 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $65,732,597 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-05-31 | $0 |
| Investment advisory and management fees | 2016-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $720,878 |
| Income. Interest from loans (other than to participants) | 2016-05-31 | $0 |
| Interest earned on other investments | 2016-05-31 | $0 |
| Income. Interest from US Government securities | 2016-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $1,480,258 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $739,323 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $739,323 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $1,728 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2016-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2016-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Assets. Invements in employer securities at end of year | 2016-05-31 | $80,967,574 |
| Assets. Invements in employer securities at beginning of year | 2016-05-31 | $78,249,352 |
| Contributions received in cash from employer | 2016-05-31 | $2,151,150 |
| Employer contributions (assets) at end of year | 2016-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $0 |
| Income. Dividends from preferred stock | 2016-05-31 | $0 |
| Income. Dividends from common stock | 2016-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $4,494,299 |
| Contract administrator fees | 2016-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $0 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Aggregate proceeds on sale of assets | 2016-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2016-05-31 | 330252865 |
| 2015 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-05-31 | $6,348,915 |
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $6,348,915 |
| Total transfer of assets to this plan | 2015-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $13,976,956 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $14,632,338 |
| Expenses. Interest paid | 2015-05-31 | $361,419 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-05-31 | $361,419 |
| Total income from all sources (including contributions) | 2015-05-31 | $7,926,282 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $9,083,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $8,721,685 |
| Value of total corrective distributions | 2015-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $1,576,051 |
| Value of total assets at end of year | 2015-05-31 | $79,709,553 |
| Value of total assets at beginning of year | 2015-05-31 | $81,521,757 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $0 |
| Total income from rents | 2015-05-31 | $0 |
| Total interest from all sources | 2015-05-31 | $1,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $239 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $239 |
| Administrative expenses professional fees incurred | 2015-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $6,862,583 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2015-05-31 | $0 |
| Contributions received from participants | 2015-05-31 | $0 |
| Participant contributions at end of year | 2015-05-31 | $0 |
| Participant contributions at beginning of year | 2015-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-05-31 | $13,976,956 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $14,632,338 |
| Other income not declared elsewhere | 2015-05-31 | $0 |
| Administrative expenses (other) incurred | 2015-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Income. Non cash contributions | 2015-05-31 | $0 |
| Value of net income/loss | 2015-05-31 | $-1,156,822 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $65,732,597 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $66,889,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-05-31 | $0 |
| Investment advisory and management fees | 2015-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $720,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $2,472,243 |
| Income. Interest from loans (other than to participants) | 2015-05-31 | $0 |
| Interest earned on other investments | 2015-05-31 | $0 |
| Income. Interest from US Government securities | 2015-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $739,323 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $286,493 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $286,493 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $1,077 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2015-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2015-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Assets. Invements in employer securities at end of year | 2015-05-31 | $78,249,352 |
| Assets. Invements in employer securities at beginning of year | 2015-05-31 | $78,763,021 |
| Contributions received in cash from employer | 2015-05-31 | $1,576,051 |
| Employer contributions (assets) at end of year | 2015-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $0 |
| Income. Dividends from preferred stock | 2015-05-31 | $0 |
| Income. Dividends from common stock | 2015-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $8,721,685 |
| Contract administrator fees | 2015-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $0 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Aggregate proceeds on sale of assets | 2015-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2015-05-31 | 330252865 |
| 2014 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $22,978,512 |
| Total unrealized appreciation/depreciation of assets | 2014-05-31 | $22,978,512 |
| Total transfer of assets to this plan | 2014-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $14,632,338 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $15,271,923 |
| Expenses. Interest paid | 2014-05-31 | $377,217 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-05-31 | $377,217 |
| Total income from all sources (including contributions) | 2014-05-31 | $14,921,642 |
| Total loss/gain on sale of assets | 2014-05-31 | $0 |
| Total of all expenses incurred | 2014-05-31 | $4,812,231 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $4,435,014 |
| Value of total corrective distributions | 2014-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $2,862,801 |
| Value of total assets at end of year | 2014-05-31 | $81,521,757 |
| Value of total assets at beginning of year | 2014-05-31 | $72,051,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $0 |
| Total income from rents | 2014-05-31 | $0 |
| Total interest from all sources | 2014-05-31 | $3,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $112 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $112 |
| Administrative expenses professional fees incurred | 2014-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $2,645,108 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-05-31 | $0 |
| Contributions received from participants | 2014-05-31 | $0 |
| Participant contributions at end of year | 2014-05-31 | $0 |
| Participant contributions at beginning of year | 2014-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $14,632,338 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $15,271,923 |
| Other income not declared elsewhere | 2014-05-31 | $-10,923,301 |
| Administrative expenses (other) incurred | 2014-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Income. Non cash contributions | 2014-05-31 | $0 |
| Value of net income/loss | 2014-05-31 | $10,109,411 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $66,889,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $56,780,008 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-05-31 | $0 |
| Investment advisory and management fees | 2014-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $2,472,243 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $1,678,393 |
| Income. Interest from loans (other than to participants) | 2014-05-31 | $0 |
| Interest earned on other investments | 2014-05-31 | $0 |
| Income. Interest from US Government securities | 2014-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $286,493 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $771,925 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $771,925 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $3,375 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $143 |
| Net investment gain/loss from pooled separate accounts | 2014-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2014-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2014-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Assets. Invements in employer securities at end of year | 2014-05-31 | $78,763,021 |
| Assets. Invements in employer securities at beginning of year | 2014-05-31 | $69,376,613 |
| Contributions received in cash from employer | 2014-05-31 | $2,862,801 |
| Employer contributions (assets) at end of year | 2014-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $225,000 |
| Income. Dividends from preferred stock | 2014-05-31 | $0 |
| Income. Dividends from common stock | 2014-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $4,435,014 |
| Contract administrator fees | 2014-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $0 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Aggregate proceeds on sale of assets | 2014-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2014-05-31 | 330252865 |
| 2013 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $6,331,925 |
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $6,331,925 |
| Total transfer of assets to this plan | 2013-05-31 | $0 |
| Total transfer of assets from this plan | 2013-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $15,271,923 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $15,271,923 |
| Expenses. Interest paid | 2013-05-31 | $957,153 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-05-31 | $957,153 |
| Total income from all sources (including contributions) | 2013-05-31 | $8,856,154 |
| Total loss/gain on sale of assets | 2013-05-31 | $0 |
| Total of all expenses incurred | 2013-05-31 | $4,640,974 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $3,683,821 |
| Value of total corrective distributions | 2013-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $2,500,640 |
| Value of total assets at end of year | 2013-05-31 | $72,051,931 |
| Value of total assets at beginning of year | 2013-05-31 | $67,836,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $0 |
| Total income from rents | 2013-05-31 | $0 |
| Total interest from all sources | 2013-05-31 | $445 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $22,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $22,017 |
| Administrative expenses professional fees incurred | 2013-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $3,226,028 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-05-31 | $0 |
| Contributions received from participants | 2013-05-31 | $0 |
| Participant contributions at end of year | 2013-05-31 | $0 |
| Participant contributions at beginning of year | 2013-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $15,271,923 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $15,271,923 |
| Other income not declared elsewhere | 2013-05-31 | $0 |
| Administrative expenses (other) incurred | 2013-05-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Income. Non cash contributions | 2013-05-31 | $0 |
| Value of net income/loss | 2013-05-31 | $4,215,180 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $56,780,008 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $52,564,828 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-05-31 | $0 |
| Investment advisory and management fees | 2013-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $1,678,393 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $1,013,092 |
| Income. Interest from loans (other than to participants) | 2013-05-31 | $0 |
| Interest earned on other investments | 2013-05-31 | $0 |
| Income. Interest from US Government securities | 2013-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $771,925 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $419,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $419,964 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $445 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $1,127 |
| Net investment gain/loss from pooled separate accounts | 2013-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2013-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Assets. Invements in employer securities at end of year | 2013-05-31 | $69,376,613 |
| Assets. Invements in employer securities at beginning of year | 2013-05-31 | $66,403,695 |
| Contributions received in cash from employer | 2013-05-31 | $2,500,640 |
| Employer contributions (assets) at end of year | 2013-05-31 | $225,000 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $0 |
| Income. Dividends from preferred stock | 2013-05-31 | $0 |
| Income. Dividends from common stock | 2013-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $3,683,821 |
| Contract administrator fees | 2013-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $0 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Aggregate proceeds on sale of assets | 2013-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2013-05-31 | 330252865 |
| 2012 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $4,802,042 |
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $4,802,042 |
| Total transfer of assets to this plan | 2012-05-31 | $0 |
| Total transfer of assets from this plan | 2012-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $15,271,923 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $11,555,034 |
| Expenses. Interest paid | 2012-05-31 | $949,540 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-05-31 | $949,540 |
| Total income from all sources (including contributions) | 2012-05-31 | $7,789,438 |
| Total loss/gain on sale of assets | 2012-05-31 | $0 |
| Total of all expenses incurred | 2012-05-31 | $2,992,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $2,042,992 |
| Value of total corrective distributions | 2012-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $2,963,742 |
| Value of total assets at end of year | 2012-05-31 | $67,836,751 |
| Value of total assets at beginning of year | 2012-05-31 | $59,323,076 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $120 |
| Total income from rents | 2012-05-31 | $0 |
| Total interest from all sources | 2012-05-31 | $84 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $22,114 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $22,114 |
| Administrative expenses professional fees incurred | 2012-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $2,026,640 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2012-05-31 | $0 |
| Contributions received from participants | 2012-05-31 | $0 |
| Participant contributions at end of year | 2012-05-31 | $0 |
| Participant contributions at beginning of year | 2012-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $15,271,923 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $11,555,034 |
| Other income not declared elsewhere | 2012-05-31 | $120 |
| Administrative expenses (other) incurred | 2012-05-31 | $120 |
| Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Income. Non cash contributions | 2012-05-31 | $0 |
| Value of net income/loss | 2012-05-31 | $4,796,786 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $52,564,828 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $47,768,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-05-31 | $0 |
| Investment advisory and management fees | 2012-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $1,013,092 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $1,008,201 |
| Income. Interest from loans (other than to participants) | 2012-05-31 | $0 |
| Interest earned on other investments | 2012-05-31 | $0 |
| Income. Interest from US Government securities | 2012-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2012-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $419,964 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $26,864 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $26,864 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $84 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $1,336 |
| Net investment gain/loss from pooled separate accounts | 2012-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2012-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2012-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Assets. Invements in employer securities at end of year | 2012-05-31 | $66,403,695 |
| Assets. Invements in employer securities at beginning of year | 2012-05-31 | $58,288,011 |
| Contributions received in cash from employer | 2012-05-31 | $2,963,742 |
| Employer contributions (assets) at end of year | 2012-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $0 |
| Income. Dividends from preferred stock | 2012-05-31 | $0 |
| Income. Dividends from common stock | 2012-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $2,042,992 |
| Contract administrator fees | 2012-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $0 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Aggregate proceeds on sale of assets | 2012-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | ROORDA, PIQUET, & BESSEE, INC. |
| Accountancy firm EIN | 2012-05-31 | 330252865 |
| 2011 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-05-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $-1,274,305 |
| Total unrealized appreciation/depreciation of assets | 2011-05-31 | $-1,274,305 |
| Total transfer of assets to this plan | 2011-05-31 | $0 |
| Total transfer of assets from this plan | 2011-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $11,555,034 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $13,013,537 |
| Expenses. Interest paid | 2011-05-31 | $1,041,079 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-05-31 | $1,041,079 |
| Total income from all sources (including contributions) | 2011-05-31 | $2,083,069 |
| Total loss/gain on sale of assets | 2011-05-31 | $0 |
| Total of all expenses incurred | 2011-05-31 | $4,795,074 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $3,753,422 |
| Value of total corrective distributions | 2011-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $3,308,253 |
| Value of total assets at end of year | 2011-05-31 | $59,323,076 |
| Value of total assets at beginning of year | 2011-05-31 | $63,493,584 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $573 |
| Total income from rents | 2011-05-31 | $0 |
| Total interest from all sources | 2011-05-31 | $983 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $0 |
| Administrative expenses professional fees incurred | 2011-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $3,389,870 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2011-05-31 | $0 |
| Contributions received from participants | 2011-05-31 | $0 |
| Participant contributions at end of year | 2011-05-31 | $0 |
| Participant contributions at beginning of year | 2011-05-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $17 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $11,555,034 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $13,013,537 |
| Other income not declared elsewhere | 2011-05-31 | $611 |
| Administrative expenses (other) incurred | 2011-05-31 | $573 |
| Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $0 |
| Total non interest bearing cash at end of year | 2011-05-31 | $0 |
| Total non interest bearing cash at beginning of year | 2011-05-31 | $2,022 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Income. Non cash contributions | 2011-05-31 | $0 |
| Value of net income/loss | 2011-05-31 | $-2,712,005 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $47,768,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $50,480,047 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-05-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-05-31 | $0 |
| Investment advisory and management fees | 2011-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $1,008,201 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $0 |
| Income. Interest from loans (other than to participants) | 2011-05-31 | $0 |
| Interest earned on other investments | 2011-05-31 | $0 |
| Income. Interest from US Government securities | 2011-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $26,864 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $535,643 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $535,643 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $983 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $47,527 |
| Net investment gain/loss from pooled separate accounts | 2011-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-05-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2011-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Assets. Invements in employer securities at end of year | 2011-05-31 | $58,288,011 |
| Assets. Invements in employer securities at beginning of year | 2011-05-31 | $62,952,187 |
| Contributions received in cash from employer | 2011-05-31 | $3,308,253 |
| Employer contributions (assets) at end of year | 2011-05-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $3,715 |
| Income. Dividends from preferred stock | 2011-05-31 | $0 |
| Income. Dividends from common stock | 2011-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $3,753,422 |
| Contract administrator fees | 2011-05-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $0 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Aggregate proceeds on sale of assets | 2011-05-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | ROORDA, PIQUET & BESSEE, INC. |
| Accountancy firm EIN | 2011-05-31 | 330252865 |
| 2010 : MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $705,768 |
