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H & D MECHANICAL, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameH & D MECHANICAL, LLC CASH BALANCE PLAN
Plan identification number 002

H & D MECHANICAL, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHANIE GRAY2024-08-29
0022022-01-01ERIK HARLEY2023-08-04
0022021-01-01ERIK HARLEY2022-08-02 ERIK HARLEY2022-08-02
0022020-01-01ERIK HARLEY2021-04-08
0022019-01-01ERIK HARLEY2020-09-10

Financial Data on H & D MECHANICAL, LLC CASH BALANCE PLAN

Measure Date Value
2025 : H & D MECHANICAL, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-06-11950
Total expenses incurred by plan in this plan year2025-11-063049069
Net assets as of the end of the plan year2025-11-060
Total assets as of the beginning of the plan year2025-11-063018273
Other income to plan in this plan year2025-11-0642746
Plan net income in this plan year2025-11-06-3006323
Net assets as of the end of the plan year2025-11-060
Net assets as of the beginning of the plan year2025-11-063018273
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-0620
Total expenses incurred by plan in this plan year2025-05-055
Net assets as of the end of the plan year2025-05-053018273
Total assets as of the beginning of the plan year2025-05-052438040
Value of plan covered by a fidelity bond2025-05-05500000
Participant contributions to plan in this plan year2025-05-050
Other expenses paid from plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-05130238
Plan net income in this plan year2025-05-05580233
Net assets as of the end of the plan year2025-05-053018273
Net assets as of the beginning of the plan year2025-05-052438040
Employer contributions to plan in this plan year2025-05-05450000
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-055
2024 : H & D MECHANICAL, LLC CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2917655
Net assets as of the end of the plan year2024-08-292438040
Total assets as of the beginning of the plan year2024-08-291720446
Value of plan covered by a fidelity bond2024-08-29500000
Participant contributions to plan in this plan year2024-08-290
Other expenses paid from plan in this plan year2024-08-290
Other income to plan in this plan year2024-08-29125249
Plan net income in this plan year2024-08-29717594
Net assets as of the end of the plan year2024-08-292438040
Net assets as of the beginning of the plan year2024-08-291720446
Employer contributions to plan in this plan year2024-08-29610000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2917655

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