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JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 401k Plan overview

Plan NameJOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST
Plan identification number 001

JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN BURGER HEATING AND AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN BURGER HEATING AND AIR CONDITIONING, INC.
Employer identification number (EIN):202016203
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER BURGER2024-08-17
0012022-01-01JENNIFER BURGER2023-06-01 JENNIFER BURGER2023-06-01
0012021-01-01JENNIFER BURGER2022-07-23
0012020-01-01JENNIFER BURGER2021-07-27
0012019-01-01JENNIFER BURGER2020-10-11
0012018-01-01JENNIFER BURGER2019-07-31

Plan Statistics for JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST

401k plan membership statisitcs for JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST

Measure Date Value
2025: JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-1932
Total number of particpants at end of year2025-05-1929
Number of Participants With Account Balances2025-05-1928
2024: JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-1726
Total number of particpants at end of year2024-08-1733
Number of Participants With Account Balances2024-08-1733
2022: JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2532
Total number of particpants at end of year2022-07-2526
Number of Participants With Account Balances2022-07-2526

Financial Data on JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST

Measure Date Value
2025 : JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-190
Total liabilities as of the end of the plan year2025-05-190
Total liabilities as of the beginning of the plan year2025-05-190
Total expenses incurred by plan in this plan year2025-05-1947114
Net assets as of the end of the plan year2025-05-19998369
Total assets as of the beginning of the plan year2025-05-19736521
Value of plan covered by a fidelity bond2025-05-1975000
Participant contributions to plan in this plan year2025-05-1998219
Other expenses paid from plan in this plan year2025-05-190
Other contributions to plan in this plan year2025-05-190
Other income to plan in this plan year2025-05-19151785
Plan net income in this plan year2025-05-19261848
Net assets as of the end of the plan year2025-05-19998369
Net assets as of the beginning of the plan year2025-05-19736521
Employer contributions to plan in this plan year2025-05-1958958
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-191323
2024 : JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-170
Total liabilities as of the end of the plan year2024-08-170
Total liabilities as of the beginning of the plan year2024-08-170
Total expenses incurred by plan in this plan year2024-08-171128
Net assets as of the end of the plan year2024-08-17736521
Total assets as of the beginning of the plan year2024-08-17473543
Value of plan covered by a fidelity bond2024-08-1775000
Participant contributions to plan in this plan year2024-08-1776794
Other expenses paid from plan in this plan year2024-08-170
Other contributions to plan in this plan year2024-08-170
Other income to plan in this plan year2024-08-17136913
Plan net income in this plan year2024-08-17262978
Net assets as of the end of the plan year2024-08-17736521
Net assets as of the beginning of the plan year2024-08-17473543
Employer contributions to plan in this plan year2024-08-1750399
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-17690
2022 : JOHN BURGER HEATING AND AIR 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2518577
Net assets as of the end of the plan year2022-07-25527737
Total assets as of the beginning of the plan year2022-07-25363314
Value of plan covered by a fidelity bond2022-07-25500000
Participant contributions to plan in this plan year2022-07-2570957
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-2574452
Plan net income in this plan year2022-07-25164423
Net assets as of the end of the plan year2022-07-25527737
Net assets as of the beginning of the plan year2022-07-25363314
Employer contributions to plan in this plan year2022-07-2537591
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-252262

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