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Plan Name | HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | TIM DONEGAN | 2023-08-04 | TIM DONEGAN | 2023-08-04 |
001 | 2021-01-01 | TIM DONEGAN | 2022-10-05 | TIM DONEGAN | 2022-10-05 |
001 | 2020-01-01 | TIM DONEGAN | 2021-09-10 | TIM DONEGAN | 2021-09-10 |
001 | 2019-01-01 | TIM DONEGAN | 2020-08-24 | TIM DONEGAN | 2020-08-24 |
001 | 2019-01-01 | TIM DONEGAN | 2020-08-24 | TIM DONEGAN | 2020-08-24 |
001 | 2018-01-01 | MAUREEN MORAN | 2019-07-22 | MAUREEN MORAN | 2019-07-22 |
001 | 2017-01-01 |
Measure | Date | Value |
---|---|---|
2022: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 20 |
Total participants | 2022-01-01 | 20 |
Number of participants with account balances | 2022-01-01 | 20 |
2021: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 20 |
Total participants | 2021-01-01 | 20 |
Number of participants with account balances | 2021-01-01 | 20 |
2020: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
2019: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 18 |
2018: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 16 |
2017: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Total participants | 2017-01-01 | 16 |
Number of participants with account balances | 2017-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2022 : HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-4,869 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,242 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,802 |
Total plan assets at end of year | 2022-12-31 | $712,227 |
Total plan assets at beginning of year | 2022-12-31 | $720,338 |
Value of fidelity bond covering the plan | 2022-12-31 | $85,000 |
Total contributions received or receivable from participants | 2022-12-31 | $71,099 |
Other income received | 2022-12-31 | $-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 sources | 2021-12-31 | $180,978 |
Expenses. Total of all expenses incurred | 2021-12-31 | $305 |
Total plan assets at end of year | 2021-12-31 | $720,338 |
Total plan assets at beginning of year | 2021-12-31 | $539,665 |
Value of fidelity bond covering the plan | 2021-12-31 | $75,000 |
Total contributions received or receivable from participants | 2021-12-31 | $73,954 |
Other income received | 2021-12-31 | $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 sources | 2020-12-31 | $189,802 |
Expenses. Total of all expenses incurred | 2020-12-31 | $296,678 |
Benefits paid (including direct rollovers) | 2020-12-31 | $296,189 |
Total plan assets at end of year | 2020-12-31 | $539,665 |
Total plan assets at beginning of year | 2020-12-31 | $646,541 |
Value of fidelity bond covering the plan | 2020-12-31 | $75,000 |
Total contributions received or receivable from participants | 2020-12-31 | $78,350 |
Other income received | 2020-12-31 | $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 sources | 2019-12-31 | $365,618 |
Expenses. Total of all expenses incurred | 2019-12-31 | $18,093 |
Benefits paid (including direct rollovers) | 2019-12-31 | $17,752 |
Total plan assets at end of year | 2019-12-31 | $646,541 |
Total plan assets at beginning of year | 2019-12-31 | $299,016 |
Value of fidelity bond covering the plan | 2019-12-31 | $76,000 |
Total contributions received or receivable from participants | 2019-12-31 | $109,277 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $130,063 |
Other income received | 2019-12-31 | $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 sources | 2018-12-31 | $127,352 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,947 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,922 |
Total plan assets at end of year | 2018-12-31 | $299,016 |
Total plan assets at beginning of year | 2018-12-31 | $179,611 |
Value of fidelity bond covering the plan | 2018-12-31 | $35,000 |
Total contributions received or receivable from participants | 2018-12-31 | $88,389 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $16,092 |
Other income received | 2018-12-31 | $-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 sources | 2017-12-31 | $182,008 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,396 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,371 |
Total plan assets at end of year | 2017-12-31 | $179,612 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $68,813 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $53,311 |
Other income received | 2017-12-31 | $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 |
2022: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HVAC SOLUTIONS, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |