401k Plan data: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN plan

REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan Type

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

401k Sponsoring company profile

REFRIGERATION DESIGN & SERVICE has sponsored the creation of one or more 401k plans.

Company Name: REFRIGERATION DESIGN & SERVICE

Employer identification number (EIN): 232255489

NAIC Classification: 333310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TAMI DELANEY 2023-03-01
001 2021-01-01 MICHAEL REALE 2022-04-29
001 2021-01-01 TAMI DELANEY 2022-04-29
001 2020-01-01 MICHAEL REALE 2021-10-12 KEVIN THOMAS 2021-10-14
001 2019-01-01 MICHAEL REALE 2020-10-15
001 2018-01-01 JOSEPH EGAN KEVIN THOMAS 2019-07-08
001 2017-01-01 JOE EGAN KEVIN THOMAS 2018-07-18
001 2016-01-01 MARY CHERELLI KEVIN THOMAS 2017-06-16
001 2015-01-01 MARY CHERELLI 2016-08-11 KEVIN THOMAS 2016-08-10
001 2014-01-01 MARY CHERELLI KEVIN THOMAS 2015-06-01
001 2013-01-01 MARY CHERELLI KEVIN THOMAS 2014-06-05
001 2012-01-01 MARY CHERELLI KEVIN THOMAS 2013-07-10
001 2011-01-01 MARY CHERELLI KEVIN THOMAS 2012-07-17
001 2010-01-01 MARY CHERELLI KEVIN THOMAS 2011-09-30
001 2009-01-01 MARY CHERELLI KEVIN THOMAS 2010-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TAMI DELANEY	2023-03-01
001	2021-01-01	MICHAEL REALE	2022-04-29
001	2021-01-01	TAMI DELANEY	2022-04-29
001	2020-01-01	MICHAEL REALE	2021-10-12	KEVIN THOMAS	2021-10-14
001	2019-01-01	MICHAEL REALE	2020-10-15
001	2018-01-01	JOSEPH EGAN		KEVIN THOMAS	2019-07-08
001	2017-01-01	JOE EGAN		KEVIN THOMAS	2018-07-18
001	2016-01-01	MARY CHERELLI		KEVIN THOMAS	2017-06-16
001	2015-01-01	MARY CHERELLI	2016-08-11	KEVIN THOMAS	2016-08-10
001	2014-01-01	MARY CHERELLI		KEVIN THOMAS	2015-06-01
001	2013-01-01	MARY CHERELLI		KEVIN THOMAS	2014-06-05
001	2012-01-01	MARY CHERELLI		KEVIN THOMAS	2013-07-10
001	2011-01-01	MARY CHERELLI		KEVIN THOMAS	2012-07-17
001	2010-01-01	MARY CHERELLI		KEVIN THOMAS	2011-09-30
001	2009-01-01	MARY CHERELLI		KEVIN THOMAS	2010-09-23

Financial Data on REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2022 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-04-29	1065072
Net assets as of the end of the plan year	2022-04-29	13984534
Total assets as of the beginning of the plan year	2022-04-29	12033580
Value of plan covered by a fidelity bond	2022-04-29	500000
Participant contributions to plan in this plan year	2022-04-29	629620
Value of participant loans at end of plan year	2022-04-29	188259
Other contributions to plan in this plan year	2022-04-29	179077
Other income to plan in this plan year	2022-04-29	1986424
Plan net income in this plan year	2022-04-29	1950954
Net assets as of the end of the plan year	2022-04-29	13984534
Net assets as of the beginning of the plan year	2022-04-29	12033580
Employer contributions to plan in this plan year	2022-04-29	220905
Expensese paid to adminstrative service provicers from plan in this plan year	2022-04-29	38937
2018 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$44,903
Expenses. Total of all expenses incurred	2018-12-31	$200,589
Benefits paid (including direct rollovers)	2018-12-31	$177,955
Total plan assets at end of year	2018-12-31	$7,478,455
Total plan assets at beginning of year	2018-12-31	$7,634,141
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$444,342
Other income received	2018-12-31	$-549,977
Net income (gross income less expenses)	2018-12-31	$-155,686
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,478,455
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,634,141
Assets. Value of participant loans	2018-12-31	$207,668
Total contributions received or receivable from employer(s)	2018-12-31	$150,538
Value of corrective distributions	2018-12-31	$15
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,716,889
Expenses. Total of all expenses incurred	2017-12-31	$841,663
Benefits paid (including direct rollovers)	2017-12-31	$818,548
Total plan assets at end of year	2017-12-31	$7,634,141
Total plan assets at beginning of year	2017-12-31	$6,758,915
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$382,628
Contributions received from other sources (not participants or employers)	2017-12-31	$81,421
Other income received	2017-12-31	$1,101,764
Net income (gross income less expenses)	2017-12-31	$875,226
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,634,141
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,758,915
Assets. Value of participant loans	2017-12-31	$185,993
Total contributions received or receivable from employer(s)	2017-12-31	$151,076
Value of corrective distributions	2017-12-31	$1,204
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,090,270
Expenses. Total of all expenses incurred	2016-12-31	$191,816
Benefits paid (including direct rollovers)	2016-12-31	$165,796
Total plan assets at end of year	2016-12-31	$6,758,915
Total plan assets at beginning of year	2016-12-31	$5,860,461
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$350,392
Contributions received from other sources (not participants or employers)	2016-12-31	$54,290
Other income received	2016-12-31	$538,567
Net income (gross income less expenses)	2016-12-31	$898,454
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,758,915
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,860,461
Assets. Value of participant loans	2016-12-31	$166,225
Total contributions received or receivable from employer(s)	2016-12-31	$147,021
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$26,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2014 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$700,190
Expenses. Total of all expenses incurred	2014-12-31	$31,506
Benefits paid (including direct rollovers)	2014-12-31	$10,153
Total plan assets at end of year	2014-12-31	$5,505,264
Total plan assets at beginning of year	2014-12-31	$4,836,580
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$288,535
Contributions received from other sources (not participants or employers)	2014-12-31	$28,662
Other income received	2014-12-31	$268,033
Net income (gross income less expenses)	2014-12-31	$668,684
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,505,264
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,836,580
Assets. Value of participant loans	2014-12-31	$105,947
Total contributions received or receivable from employer(s)	2014-12-31	$114,960
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$21,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,403,408
Expenses. Total of all expenses incurred	2013-12-31	$291,477
Benefits paid (including direct rollovers)	2013-12-31	$274,060
Total plan assets at end of year	2013-12-31	$4,836,580
Total plan assets at beginning of year	2013-12-31	$3,724,649
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$278,814
Contributions received from other sources (not participants or employers)	2013-12-31	$186,835
Other income received	2013-12-31	$822,577
Net income (gross income less expenses)	2013-12-31	$1,111,931
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,836,580
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,724,649
Assets. Value of participant loans	2013-12-31	$105,968
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$597
Total contributions received or receivable from employer(s)	2013-12-31	$115,182
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$806,106
Expenses. Total of all expenses incurred	2012-12-31	$639,027
Benefits paid (including direct rollovers)	2012-12-31	$623,663
Total plan assets at end of year	2012-12-31	$3,724,649
Total plan assets at beginning of year	2012-12-31	$3,557,570
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$215,703
Contributions received from other sources (not participants or employers)	2012-12-31	$4,228
Other income received	2012-12-31	$491,402
Net income (gross income less expenses)	2012-12-31	$167,079
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,724,649
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,557,570
Assets. Value of participant loans	2012-12-31	$127,736
Total contributions received or receivable from employer(s)	2012-12-31	$94,773
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$102,200
Expenses. Total of all expenses incurred	2011-12-31	$123,943
Benefits paid (including direct rollovers)	2011-12-31	$108,536
Total plan assets at end of year	2011-12-31	$3,557,570
Total plan assets at beginning of year	2011-12-31	$3,579,313
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$160,270
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,543
Other income received	2011-12-31	$-138,417
Net income (gross income less expenses)	2011-12-31	$-21,743
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,557,570
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,579,313
Assets. Value of participant loans	2011-12-31	$149,768
Total contributions received or receivable from employer(s)	2011-12-31	$80,347
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$602,694
Expenses. Total of all expenses incurred	2010-12-31	$111,423
Benefits paid (including direct rollovers)	2010-12-31	$98,018
Total plan assets at end of year	2010-12-31	$3,579,313
Total plan assets at beginning of year	2010-12-31	$3,088,042
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$138,259
Expenses. Other expenses not covered elsewhere	2010-12-31	$37
Other income received	2010-12-31	$403,213
Net income (gross income less expenses)	2010-12-31	$491,271
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,579,313
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,088,042
Assets. Value of participant loans	2010-12-31	$91,855
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$1,815
Total contributions received or receivable from employer(s)	2010-12-31	$61,222
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,368
2009 : REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN

2018: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) 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: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) 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: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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
2014: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: REFRIGERATION DESIGN & SERVICE, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	REFRIGERATION DESIGN & SERVICE
Employer identification number (EIN):	232255489
NAIC Classification:	333310