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HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameHVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST
Plan identification number 001

HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

HVAC SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HVAC SOLUTIONS, INC.
Employer identification number (EIN):270043270
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about HVAC SOLUTIONS, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-01-15
Company Identification Number: 20031016706
Legal Registered Office Address: 655 Elkton Dr Ste 200

Colorado Springs
United States of America (USA)
80907

More information about HVAC SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIM DONEGAN2023-08-04 TIM DONEGAN2023-08-04
0012021-01-01TIM DONEGAN2022-10-05 TIM DONEGAN2022-10-05
0012020-01-01TIM DONEGAN2021-09-10 TIM DONEGAN2021-09-10
0012019-01-01TIM DONEGAN2020-08-24 TIM DONEGAN2020-08-24
0012019-01-01TIM DONEGAN2020-08-24 TIM DONEGAN2020-08-24
0012018-01-01MAUREEN MORAN2019-07-22 MAUREEN MORAN2019-07-22
0012017-01-01

Plan Statistics for HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0120
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-015
Total of all active and inactive participants2022-01-0120
Total participants2022-01-0120
Number of participants with account balances2022-01-0120
2021: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-014
Total of all active and inactive participants2021-01-0120
Total participants2021-01-0120
Number of participants with account balances2021-01-0120
2020: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Total of all active and inactive participants2020-01-0116
Total participants2020-01-0116
Number of participants with account balances2020-01-0116
2019: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
2018: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0117
Total participants2018-01-0117
Number of participants with account balances2018-01-0116
2017: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0116
Total participants2017-01-0116
Number of participants with account balances2017-01-0115

Financial Data on HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-4,869
Expenses. Total of all expenses incurred2022-12-31$3,242
Benefits paid (including direct rollovers)2022-12-31$2,802
Total plan assets at end of year2022-12-31$712,227
Total plan assets at beginning of year2022-12-31$720,338
Value of fidelity bond covering the plan2022-12-31$85,000
Total contributions received or receivable from participants2022-12-31$71,099
Other income received2022-12-31$-113,091
Net income (gross income less expenses)2022-12-31$-8,111
Net plan assets at end of year (total assets less liabilities)2022-12-31$712,227
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$720,338
Total contributions received or receivable from employer(s)2022-12-31$37,123
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$440
2021 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$180,978
Expenses. Total of all expenses incurred2021-12-31$305
Total plan assets at end of year2021-12-31$720,338
Total plan assets at beginning of year2021-12-31$539,665
Value of fidelity bond covering the plan2021-12-31$75,000
Total contributions received or receivable from participants2021-12-31$73,954
Other income received2021-12-31$68,409
Net income (gross income less expenses)2021-12-31$180,673
Net plan assets at end of year (total assets less liabilities)2021-12-31$720,338
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$539,665
Total contributions received or receivable from employer(s)2021-12-31$38,615
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$305
2020 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$189,802
Expenses. Total of all expenses incurred2020-12-31$296,678
Benefits paid (including direct rollovers)2020-12-31$296,189
Total plan assets at end of year2020-12-31$539,665
Total plan assets at beginning of year2020-12-31$646,541
Value of fidelity bond covering the plan2020-12-31$75,000
Total contributions received or receivable from participants2020-12-31$78,350
Other income received2020-12-31$69,334
Net income (gross income less expenses)2020-12-31$-106,876
Net plan assets at end of year (total assets less liabilities)2020-12-31$539,665
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$646,541
Total contributions received or receivable from employer(s)2020-12-31$42,118
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$489
2019 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$365,618
Expenses. Total of all expenses incurred2019-12-31$18,093
Benefits paid (including direct rollovers)2019-12-31$17,752
Total plan assets at end of year2019-12-31$646,541
Total plan assets at beginning of year2019-12-31$299,016
Value of fidelity bond covering the plan2019-12-31$76,000
Total contributions received or receivable from participants2019-12-31$109,277
Contributions received from other sources (not participants or employers)2019-12-31$130,063
Other income received2019-12-31$83,494
Net income (gross income less expenses)2019-12-31$347,525
Net plan assets at end of year (total assets less liabilities)2019-12-31$646,541
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$299,016
Total contributions received or receivable from employer(s)2019-12-31$42,784
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$341
2018 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$127,352
Expenses. Total of all expenses incurred2018-12-31$7,947
Benefits paid (including direct rollovers)2018-12-31$7,922
Total plan assets at end of year2018-12-31$299,016
Total plan assets at beginning of year2018-12-31$179,611
Value of fidelity bond covering the plan2018-12-31$35,000
Total contributions received or receivable from participants2018-12-31$88,389
Contributions received from other sources (not participants or employers)2018-12-31$16,092
Other income received2018-12-31$-19,447
Net income (gross income less expenses)2018-12-31$119,405
Net plan assets at end of year (total assets less liabilities)2018-12-31$299,016
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$179,611
Total contributions received or receivable from employer(s)2018-12-31$42,318
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$182,008
Expenses. Total of all expenses incurred2017-12-31$2,396
Benefits paid (including direct rollovers)2017-12-31$2,371
Total plan assets at end of year2017-12-31$179,612
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$68,813
Contributions received from other sources (not participants or employers)2017-12-31$53,311
Other income received2017-12-31$17,668
Net income (gross income less expenses)2017-12-31$179,612
Net plan assets at end of year (total assets less liabilities)2017-12-31$179,612
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$42,216
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25

Form 5500 Responses for HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST

2022: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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