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H & D MECHANICAL, LLC 401(K) PLAN 401k Plan overview

Plan NameH & D MECHANICAL, LLC 401(K) PLAN
Plan identification number 001

H & D MECHANICAL, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

H & D MECHANICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:H & D MECHANICAL, LLC
Employer identification number (EIN):270406060
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & D MECHANICAL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE GRAY2024-08-29
0012022-01-01ERIK HARLEY2023-08-04
0012021-01-01ERIK HARLEY2022-08-02 ERIK HARLEY2022-08-02
0012020-01-01ERIK HARLEY2021-04-08
0012019-01-01ERIK HARLEY2020-09-10
0012018-01-01ERIK HARLEY2019-05-20
0012017-01-01ERIK HARLEY2018-07-05
0012016-01-01ERIK HARLEY2017-04-07
0012015-01-01ERIK HARLEY2016-04-06
0012013-01-01ERIK HARLEY2014-03-27
0012012-01-01ERIK HARLEY2013-04-02
0012011-01-01ERIK HARLEY2012-04-24
0012010-01-01ERIK HARLEY2011-04-12

Plan Statistics for H & D MECHANICAL, LLC 401(K) PLAN

401k plan membership statisitcs for H & D MECHANICAL, LLC 401(K) PLAN

Measure Date Value
2025: H & D MECHANICAL, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-059
Total number of particpants at end of year2025-05-058
Number of Participants With Account Balances2025-05-058
2024: H & D MECHANICAL, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-298
Total number of particpants at end of year2024-08-299
Number of Participants With Account Balances2024-08-298

Financial Data on H & D MECHANICAL, LLC 401(K) PLAN

Measure Date Value
2025 : H & D MECHANICAL, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-05690333
Net assets as of the end of the plan year2025-05-053280819
Total assets as of the beginning of the plan year2025-05-053342145
Value of plan covered by a fidelity bond2025-05-05500000
Participant contributions to plan in this plan year2025-05-0570917
Other expenses paid from plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-05384724
Plan net income in this plan year2025-05-05-61326
Net assets as of the end of the plan year2025-05-053280819
Net assets as of the beginning of the plan year2025-05-053342145
Employer contributions to plan in this plan year2025-05-05173366
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-050
2024 : H & D MECHANICAL, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-29163524
Net assets as of the end of the plan year2024-08-293342145
Total assets as of the beginning of the plan year2024-08-292813090
Value of plan covered by a fidelity bond2024-08-29500000
Participant contributions to plan in this plan year2024-08-2996534
Other expenses paid from plan in this plan year2024-08-290
Other income to plan in this plan year2024-08-29555568
Plan net income in this plan year2024-08-29529055
Net assets as of the end of the plan year2024-08-293342145
Net assets as of the beginning of the plan year2024-08-292813090
Employer contributions to plan in this plan year2024-08-2940477
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2947333

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