401k Plan data: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN plan

AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 401k Plan overview

Plan Name	AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN
Plan identification number	002

AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. 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

DAC ACQUISITION COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: DAC ACQUISITION COMPANY, LLC

Employer identification number (EIN): 205081488

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DEBORAH LOTMAN
002 2017-01-01 DEBORAH LOTMAN
002 2016-01-01 DEBORAH LOTMAN

Plan Statistics for AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN

401k plan membership statisitcs for AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN

Measure Date Value
2022: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 222
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 314
Number of participants with account balances 2022-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 223
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 300
Number of participants with account balances 2021-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 238
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 297
Number of participants with account balances 2020-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 268
Number of participants with account balances 2019-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 233
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 256
Number of participants with account balances 2018-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 239
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 245
Number of participants with account balances 2017-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 43
2016: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 284
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 286
Number of participants with account balances 2016-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	222
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	314
Number of participants with account balances	2022-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	223
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	300
Number of participants with account balances	2021-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	238
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	297
Number of participants with account balances	2020-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	268
Number of participants with account balances	2019-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	233
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	256
Number of participants with account balances	2018-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	239
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	245
Number of participants with account balances	2017-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	43
2016: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	284
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	286
Number of participants with account balances	2016-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN

Measure	Date	Value
2022 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$8,400,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$8,400,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$50,868,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$54,010,596
Expenses. Interest paid	2022-12-31	$1,258,070
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$1,258,070
Total income from all sources (including contributions)	2022-12-31	$13,590,598
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,748,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$490,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,700,000
Value of total assets at end of year	2022-12-31	$75,604,021
Value of total assets at beginning of year	2022-12-31	$66,904,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$312
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$490,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$1,258,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$810,966
Administrative expenses (other) incurred	2022-12-31	$312
Total non interest bearing cash at end of year	2022-12-31	$4,021
Total non interest bearing cash at beginning of year	2022-12-31	$4,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$11,841,618
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,735,355
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,893,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$70,900,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$62,500,000
Contributions received in cash from employer	2022-12-31	$4,700,000
Employer contributions (assets) at end of year	2022-12-31	$4,700,000
Employer contributions (assets) at beginning of year	2022-12-31	$4,400,000
Income. Dividends from common stock	2022-12-31	$490,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$490,598
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$49,610,596
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$53,199,630
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2022-12-31	201835208
2021 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$11,200,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$11,200,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$54,010,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$61,154,249
Expenses. Interest paid	2021-12-31	$1,418,628
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$1,418,628
Total income from all sources (including contributions)	2021-12-31	$19,900,000
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,816,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$397,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,400,000
Value of total assets at end of year	2021-12-31	$66,904,333
Value of total assets at beginning of year	2021-12-31	$55,964,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$431
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,300,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$810,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$918,228
Administrative expenses (other) incurred	2021-12-31	$431
Total non interest bearing cash at end of year	2021-12-31	$4,333
Total non interest bearing cash at beginning of year	2021-12-31	$4,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$18,083,222
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,893,737
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$-5,189,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$62,500,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$51,300,000
Contributions received in cash from employer	2021-12-31	$4,400,000
Employer contributions (assets) at end of year	2021-12-31	$4,400,000
Employer contributions (assets) at beginning of year	2021-12-31	$4,660,000
Income. Dividends from common stock	2021-12-31	$4,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$397,719
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$53,199,630
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$60,236,021
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2021-12-31	201835208
2020 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$9,200,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$9,200,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$61,154,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$66,906,048
Expenses. Interest paid	2020-12-31	$1,859,100
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$1,859,100
Total income from all sources (including contributions)	2020-12-31	$17,335,000
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,030,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$171,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,660,000
Value of total assets at end of year	2020-12-31	$55,964,764
Value of total assets at beginning of year	2020-12-31	$46,412,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$422
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,475,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$918,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$753,952
Administrative expenses (other) incurred	2020-12-31	$422
Total non interest bearing cash at end of year	2020-12-31	$4,764
Total non interest bearing cash at beginning of year	2020-12-31	$5,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$15,304,379
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$-5,189,485
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-20,493,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$51,300,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$42,100,000
Contributions received in cash from employer	2020-12-31	$4,660,000
Employer contributions (assets) at end of year	2020-12-31	$4,660,000
Employer contributions (assets) at beginning of year	2020-12-31	$4,307,000
Income. Dividends from common stock	2020-12-31	$3,475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$171,099
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$60,236,021
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$66,152,096
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2020-12-31	201835208
2019 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$11,800,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$11,800,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$66,906,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$73,713,324
Expenses. Interest paid	2019-12-31	$1,470,788
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$1,470,788
Total income from all sources (including contributions)	2019-12-31	$20,107,000
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,501,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$30,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,307,000
Value of total assets at end of year	2019-12-31	$46,412,184
Value of total assets at beginning of year	2019-12-31	$34,614,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$373
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,000,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$753,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,127,166
Administrative expenses (other) incurred	2019-12-31	$373
Total non interest bearing cash at end of year	2019-12-31	$5,184
Total non interest bearing cash at beginning of year	2019-12-31	$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,605,006
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-20,493,864
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-39,098,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$42,100,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$30,300,000
Contributions received in cash from employer	2019-12-31	$4,307,000
Employer contributions (assets) at end of year	2019-12-31	$4,307,000
Employer contributions (assets) at beginning of year	2019-12-31	$4,314,000
Income. Dividends from common stock	2019-12-31	$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$30,833
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$456
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$66,152,096
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$72,585,702
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2019-12-31	201835208
2018 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$9,200,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$9,200,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$73,713,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$79,371,543
Expenses. Interest paid	2018-12-31	$1,779,067
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$1,779,067
Total income from all sources (including contributions)	2018-12-31	$17,214,078
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,779,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$80
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,314,000
Value of total assets at end of year	2018-12-31	$34,614,454
Value of total assets at beginning of year	2018-12-31	$24,837,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,700,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,127,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,336,634
Other income not declared elsewhere	2018-12-31	$78
Total non interest bearing cash at end of year	2018-12-31	$454
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$15,434,931
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$-39,098,870
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$-54,533,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$30,300,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$21,100,000
Contributions received in cash from employer	2018-12-31	$4,314,000
Employer contributions (assets) at end of year	2018-12-31	$4,314,000
Employer contributions (assets) at beginning of year	2018-12-31	$3,737,742
Income. Dividends from common stock	2018-12-31	$3,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$80
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$456
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$72,585,702
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$78,034,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2018-12-31	201835208
2017 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-62,900,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$-62,900,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$79,371,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$2,394,110
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$2,394,110
Total income from all sources (including contributions)	2017-12-31	$-56,197,916
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,395,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,070,728
Value of total assets at end of year	2017-12-31	$24,837,742
Value of total assets at beginning of year	2017-12-31	$4,059,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,631,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,336,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-58,593,382
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$-54,533,801
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,059,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$21,100,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$4,070,728
Employer contributions (assets) at end of year	2017-12-31	$3,737,742
Employer contributions (assets) at beginning of year	2017-12-31	$4,059,581
Income. Dividends from common stock	2017-12-31	$2,631,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,356
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$78,034,909
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2017-12-31	201835208
2016 : AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,059,581
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,059,581
Value of total assets at end of year	2016-12-31	$4,059,581
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,059,581
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,059,581
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,059,581
Employer contributions (assets) at end of year	2016-12-31	$4,059,581
Employer contributions (assets) at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	ADEPTUS PARTNERS, LLC
Accountancy firm EIN	2016-12-31	201835208

Form 5500 Responses for AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN

2022: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN MECHANICAL SERVICES PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAC ACQUISITION COMPANY, LLC
Employer identification number (EIN):	205081488
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors