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R & R REFRIGERATION 401(K) PLAN 401k Plan overview

Plan NameR & R REFRIGERATION 401(K) PLAN
Plan identification number 001

R & R REFRIGERATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

R & R REFRIGERATION HEATING & AC INC. has sponsored the creation of one or more 401k plans.

Company Name:R & R REFRIGERATION HEATING & AC INC.
Employer identification number (EIN):271085990
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & R REFRIGERATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01ROBERT L. GUEST, JR.2023-10-17
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01ROBERT L. GUEST, JR.2021-10-07
0012019-10-01ROBERT L. GUEST, JR.2020-07-29
0012019-10-01ROBERT L. GUEST, JR.2020-10-01

Plan Statistics for R & R REFRIGERATION 401(K) PLAN

401k plan membership statisitcs for R & R REFRIGERATION 401(K) PLAN

Measure Date Value
2025: R & R REFRIGERATION 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-1721
Total number of particpants at end of year2025-11-1716
Number of Participants With Account Balances2025-11-1715
Total number of particpants at beginning of year2025-10-1421
Total number of particpants at end of year2025-10-1416
Number of Participants With Account Balances2025-10-1415
2024: R & R REFRIGERATION 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0522
Total number of particpants at end of year2024-08-0520
Number of Participants With Account Balances2024-08-0517

Financial Data on R & R REFRIGERATION 401(K) PLAN

Measure Date Value
2025 : R & R REFRIGERATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-17216837
Net assets as of the end of the plan year2025-11-17291497
Total assets as of the beginning of the plan year2025-11-17386082
Value of plan covered by a fidelity bond2025-11-1725000
Participant contributions to plan in this plan year2025-11-1739564
Value of participant loans at end of plan year2025-11-1749462
Other income to plan in this plan year2025-11-1744980
Plan net income in this plan year2025-11-17-94585
Net assets as of the end of the plan year2025-11-17291497
Net assets as of the beginning of the plan year2025-11-17386082
Employer contributions to plan in this plan year2025-11-1737708
Fees paid to broker by Benefit Provider2025-11-171690
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-176812
Total expenses incurred by plan in this plan year2025-10-14215760
Net assets as of the end of the plan year2025-10-14292094
Total assets as of the beginning of the plan year2025-10-14386082
Value of plan covered by a fidelity bond2025-10-1425000
Participant contributions to plan in this plan year2025-10-1439564
Value of participant loans at end of plan year2025-10-1449462
Other income to plan in this plan year2025-10-1444500
Plan net income in this plan year2025-10-14-93988
Net assets as of the end of the plan year2025-10-14292094
Net assets as of the beginning of the plan year2025-10-14386082
Employer contributions to plan in this plan year2025-10-1437708
Fees paid to broker by Benefit Provider2025-10-141690
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-146812
2024 : R & R REFRIGERATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0521277
Net assets as of the end of the plan year2024-08-05386082
Total assets as of the beginning of the plan year2024-08-05257371
Value of plan covered by a fidelity bond2024-08-0525000
Participant contributions to plan in this plan year2024-08-0553718
Other income to plan in this plan year2024-08-0549497
Plan net income in this plan year2024-08-05128711
Net assets as of the end of the plan year2024-08-05386082
Net assets as of the beginning of the plan year2024-08-05257371
Employer contributions to plan in this plan year2024-08-0546773
Fees paid to broker by Benefit Provider2024-08-051824
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-056081

Potentially related plans

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