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COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCOLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

COLLINS PLUMBING, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLLINS PLUMBING, INC.
Employer identification number (EIN):953403322
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about COLLINS PLUMBING, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1979-10-02
Company Identification Number: C0963305
Legal Registered Office Address: 8130 Commercial St

La Mesa
United States of America (USA)
91941

More information about COLLINS PLUMBING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01ROBIN SCHAEFER2023-05-24
0012020-09-01ROBIN SCHAEFER2022-07-26
0012019-09-01ROBIN SCHAEFER2021-06-10
0012018-09-01ROBIN SCHAEFER2020-06-11
0012017-09-01RICHARD COLLINS2019-06-17
0012016-09-01RICHARD COLLINS
0012015-09-01RICHARD COLLINS
0012014-09-01RICHARD COLLINS
0012013-09-01RICHARD COLLINS
0012012-09-01RICHARD COLLINS
0012011-09-01RICHARD COLLINS
0012010-09-01RICHARD COLLINS
0012009-09-01RICHARD COLLINS
0012009-09-01RICHARD COLLINS
0012009-09-01RICHARD COLLINS
0012009-09-01RICHARD COLLINS

Plan Statistics for COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01100
Total number of active participants reported on line 7a of the Form 55002021-09-0137
Number of retired or separated participants receiving benefits2021-09-0117
Number of other retired or separated participants entitled to future benefits2021-09-0134
Total of all active and inactive participants2021-09-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-0188
Number of participants with account balances2021-09-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01119
Total number of active participants reported on line 7a of the Form 55002020-09-0144
Number of retired or separated participants receiving benefits2020-09-014
Number of other retired or separated participants entitled to future benefits2020-09-0152
Total of all active and inactive participants2020-09-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01100
Number of participants with account balances2020-09-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-011
2019: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01109
Total number of active participants reported on line 7a of the Form 55002019-09-0127
Number of retired or separated participants receiving benefits2019-09-015
Number of other retired or separated participants entitled to future benefits2019-09-0174
Total of all active and inactive participants2019-09-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01106
Number of participants with account balances2019-09-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-014
2018: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-0162
Total number of active participants reported on line 7a of the Form 55002018-09-0132
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0129
Total of all active and inactive participants2018-09-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-0161
Number of participants with account balances2018-09-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-0118
2017: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-0155
Total number of active participants reported on line 7a of the Form 55002017-09-0149
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0113
Total of all active and inactive participants2017-09-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-0162
Number of participants with account balances2017-09-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-016
2016: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-0163
Total number of active participants reported on line 7a of the Form 55002016-09-0141
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0112
Total of all active and inactive participants2016-09-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-0153
Number of participants with account balances2016-09-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-016
2015: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-0162
Total number of active participants reported on line 7a of the Form 55002015-09-0140
Number of retired or separated participants receiving benefits2015-09-011
Number of other retired or separated participants entitled to future benefits2015-09-0122
Total of all active and inactive participants2015-09-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-0163
Number of participants with account balances2015-09-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-014
2014: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-0150
Total number of active participants reported on line 7a of the Form 55002014-09-0139
Number of retired or separated participants receiving benefits2014-09-011
Number of other retired or separated participants entitled to future benefits2014-09-0121
Total of all active and inactive participants2014-09-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-0161
Number of participants with account balances2014-09-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-012
2013: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0152
Total number of active participants reported on line 7a of the Form 55002013-09-0130
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0118
Total of all active and inactive participants2013-09-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-0148
Number of participants with account balances2013-09-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0154
Total number of active participants reported on line 7a of the Form 55002012-09-0123
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0129
Total of all active and inactive participants2012-09-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0152
Number of participants with account balances2012-09-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-012
2011: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0153
Total number of active participants reported on line 7a of the Form 55002011-09-0139
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0115
Total of all active and inactive participants2011-09-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0154
Number of participants with account balances2011-09-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-013
2010: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-0136
Total number of active participants reported on line 7a of the Form 55002010-09-0133
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-016
Total of all active and inactive participants2010-09-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-0139
Number of participants with account balances2010-09-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-012
2009: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0135
Total number of active participants reported on line 7a of the Form 55002009-09-0127
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-017
Total of all active and inactive participants2009-09-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-0135
Number of participants with account balances2009-09-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-011

Financial Data on COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-08-31$0
Total income from all sources2022-08-31$-320,425
Expenses. Total of all expenses incurred2022-08-31$210,930
Benefits paid (including direct rollovers)2022-08-31$193,444
Total plan assets at end of year2022-08-31$7,311,223
Total plan assets at beginning of year2022-08-31$7,842,578
Value of fidelity bond covering the plan2022-08-31$890,050
Total contributions received or receivable from participants2022-08-31$89,111
Expenses. Other expenses not covered elsewhere2022-08-31$17,486
Contributions received from other sources (not participants or employers)2022-08-31$141,543
Other income received2022-08-31$-644,819
Noncash contributions received2022-08-31$0
Net income (gross income less expenses)2022-08-31$-531,355
Net plan assets at end of year (total assets less liabilities)2022-08-31$7,311,223
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$7,842,578
Assets. Value of employer securities2022-08-31$2,622,600
Total contributions received or receivable from employer(s)2022-08-31$93,740
Value of certain deemed distributions of participant loans2022-08-31$0
Value of corrective distributions2022-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$0
2021 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-08-31$40,077
Expenses. Total of all expenses incurred2021-08-31$275,323
Benefits paid (including direct rollovers)2021-08-31$258,102
Total plan assets at end of year2021-08-31$7,842,578
Total plan assets at beginning of year2021-08-31$8,077,824
Value of fidelity bond covering the plan2021-08-31$890,050
Total contributions received or receivable from participants2021-08-31$79,372
Expenses. Other expenses not covered elsewhere2021-08-31$17,221
Contributions received from other sources (not participants or employers)2021-08-31$96,953
Other income received2021-08-31$-283,797
Net income (gross income less expenses)2021-08-31$-235,246
Net plan assets at end of year (total assets less liabilities)2021-08-31$7,842,578
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$8,077,824
Assets. Value of employer securities2021-08-31$2,963,600
Total contributions received or receivable from employer(s)2021-08-31$147,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
2020 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-08-31$1,373,891
Total income from all sources2020-08-31$-1,437,762
Expenses. Total of all expenses incurred2020-08-31$525,286
Benefits paid (including direct rollovers)2020-08-31$509,381
Total plan assets at end of year2020-08-31$8,077,824
Total plan assets at beginning of year2020-08-31$11,414,763
Value of fidelity bond covering the plan2020-08-31$890,050
Total contributions received or receivable from participants2020-08-31$86,302
Expenses. Other expenses not covered elsewhere2020-08-31$61
Other income received2020-08-31$-1,774,397
Net income (gross income less expenses)2020-08-31$-1,963,048
Net plan assets at end of year (total assets less liabilities)2020-08-31$8,077,824
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$10,040,872
Assets. Value of employer securities2020-08-31$3,645,600
Total contributions received or receivable from employer(s)2020-08-31$250,333
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$15,844
2019 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-08-31$1,817,850
Total plan liabilities at end of year2019-08-31$1,373,891
Total income from all sources2019-08-31$1,367,599
Expenses. Total of all expenses incurred2019-08-31$1,119,512
Benefits paid (including direct rollovers)2019-08-31$1,027,467
Total plan assets at end of year2019-08-31$11,414,763
Total plan assets at beginning of year2019-08-31$7,974,935
Value of fidelity bond covering the plan2019-08-31$900,000
Total contributions received or receivable from participants2019-08-31$117,230
Expenses. Other expenses not covered elsewhere2019-08-31$92,045
Contributions received from other sources (not participants or employers)2019-08-31$261,318
Other income received2019-08-31$-577,023
Net income (gross income less expenses)2019-08-31$248,087
Net plan assets at end of year (total assets less liabilities)2019-08-31$10,040,872
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$7,974,935
Assets. Value of employer securities2019-08-31$5,623,400
Total contributions received or receivable from employer(s)2019-08-31$1,566,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
2018 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
2017 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-08-31$2,463,172
Total plan liabilities at beginning of year2017-08-31$943
Total income from all sources2017-08-31$1,937,877
Expenses. Total of all expenses incurred2017-08-31$573,865
Benefits paid (including direct rollovers)2017-08-31$573,830
Total plan assets at end of year2017-08-31$8,900,485
Total plan assets at beginning of year2017-08-31$5,074,244
Value of fidelity bond covering the plan2017-08-31$900,000
Expenses. Other expenses not covered elsewhere2017-08-31$35
Other income received2017-08-31$1,076,687
Net income (gross income less expenses)2017-08-31$1,364,012
Net plan assets at end of year (total assets less liabilities)2017-08-31$6,437,313
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$5,073,301
Assets. Value of employer securities2017-08-31$6,646,400
Total contributions received or receivable from employer(s)2017-08-31$861,190
2016 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-08-31$943
Total plan liabilities at beginning of year2016-08-31$0
Total income from all sources2016-08-31$1,003,063
Expenses. Total of all expenses incurred2016-08-31$0
Total plan assets at end of year2016-08-31$5,074,244
Total plan assets at beginning of year2016-08-31$4,070,238
Value of fidelity bond covering the plan2016-08-31$410,000
Other income received2016-08-31$232,282
Net income (gross income less expenses)2016-08-31$1,003,063
Net plan assets at end of year (total assets less liabilities)2016-08-31$5,073,301
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$4,070,238
Assets. Value of employer securities2016-08-31$2,685,592
Total contributions received or receivable from employer(s)2016-08-31$770,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$634,644
Expenses. Total of all expenses incurred2015-08-31$3,771
Benefits paid (including direct rollovers)2015-08-31$3,771
Total plan assets at end of year2015-08-31$4,070,238
Total plan assets at beginning of year2015-08-31$3,439,365
Value of fidelity bond covering the plan2015-08-31$410,000
Other income received2015-08-31$83,709
Net income (gross income less expenses)2015-08-31$630,873
Net plan assets at end of year (total assets less liabilities)2015-08-31$4,070,238
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$3,439,365
Assets. Value of employer securities2015-08-31$2,454,704
Total contributions received or receivable from employer(s)2015-08-31$550,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$1,200,742
Expenses. Total of all expenses incurred2014-08-31$267,696
Benefits paid (including direct rollovers)2014-08-31$267,696
Total plan assets at end of year2014-08-31$3,439,365
Total plan assets at beginning of year2014-08-31$2,506,319
Value of fidelity bond covering the plan2014-08-31$100,000
Other income received2014-08-31$762,472
Net income (gross income less expenses)2014-08-31$933,046
Net plan assets at end of year (total assets less liabilities)2014-08-31$3,439,365
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,506,319
Assets. Value of employer securities2014-08-31$2,366,602
Total contributions received or receivable from employer(s)2014-08-31$438,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$1,085
Total income from all sources2013-08-31$-224,355
Expenses. Total of all expenses incurred2013-08-31$28,117
Total plan assets at end of year2013-08-31$2,506,319
Total plan assets at beginning of year2013-08-31$2,759,876
Value of fidelity bond covering the plan2013-08-31$100,000
Other income received2013-08-31$-303,083
Net income (gross income less expenses)2013-08-31$-252,472
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,506,319
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$2,758,791
Assets. Value of employer securities2013-08-31$1,616,216
Total contributions received or receivable from employer(s)2013-08-31$78,728
Value of corrective distributions2013-08-31$28,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total plan liabilities at end of year2012-08-31$1,085
Total plan liabilities at beginning of year2012-08-31$23,717
Total income from all sources2012-08-31$-849,591
Expenses. Total of all expenses incurred2012-08-31$4,341
Benefits paid (including direct rollovers)2012-08-31$4,341
Total plan assets at end of year2012-08-31$2,759,876
Total plan assets at beginning of year2012-08-31$3,636,440
Value of fidelity bond covering the plan2012-08-31$100,000
Total contributions received or receivable from participants2012-08-31$0
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$-1,029,133
Noncash contributions received2012-08-31$0
Net income (gross income less expenses)2012-08-31$-853,932
Net plan assets at end of year (total assets less liabilities)2012-08-31$2,758,791
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$3,612,723
Assets. Value of employer securities2012-08-31$1,920,016
Total contributions received or receivable from employer(s)2012-08-31$179,542
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$0
Total income from all sources2011-08-31$662,914
Expenses. Total of all expenses incurred2011-08-31$75,270
Benefits paid (including direct rollovers)2011-08-31$75,270
Total plan assets at end of year2011-08-31$3,643,872
Total plan assets at beginning of year2011-08-31$3,056,228
Value of fidelity bond covering the plan2011-08-31$100,000
Total contributions received or receivable from participants2011-08-31$0
Expenses. Other expenses not covered elsewhere2011-08-31$0
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$306,430
Noncash contributions received2011-08-31$0
Net income (gross income less expenses)2011-08-31$587,644
Net plan assets at end of year (total assets less liabilities)2011-08-31$3,643,872
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$3,056,228
Assets. Value of employer securities2011-08-31$2,949,898
Total contributions received or receivable from employer(s)2011-08-31$356,484
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedYes
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: COLLINS PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number84119
Policy instance 1
Insurance contract or identification number84119
Number of Individuals Covered53
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $5,376
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $5,376
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number84119
Policy instance 1
Insurance contract or identification number84119
Number of Individuals Covered55
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $4,922
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $4,922
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number84119
Policy instance 1
Insurance contract or identification number84119
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $4,100
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $1,089
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number84119
Policy instance 1
Insurance contract or identification number84119
Number of Individuals Covered82
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $3,709
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $3,709
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number84119
Policy instance 1
Insurance contract or identification number84119
Number of Individuals Covered62
Insurance policy start date2018-01-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND

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