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S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameS & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

S & D HEATING & REFRIGERATION has sponsored the creation of one or more 401k plans.

Company Name:S & D HEATING & REFRIGERATION
Employer identification number (EIN):271463306
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-24
0012022-01-01EDWARD ROJAS2023-04-27
0012021-01-01EDWARD ROJAS2022-05-31
0012020-01-01SHAWN SPENCER2021-05-07

Financial Data on S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-16122
Net assets as of the end of the plan year2025-07-1611050
Total assets as of the beginning of the plan year2025-07-169713
Participant contributions to plan in this plan year2025-07-16160
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-161235
Plan net income in this plan year2025-07-161337
Net assets as of the end of the plan year2025-07-1611050
Net assets as of the beginning of the plan year2025-07-169713
Employer contributions to plan in this plan year2025-07-1664
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-16122
2024 : S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2479
Net assets as of the end of the plan year2024-07-249713
Total assets as of the beginning of the plan year2024-07-244805
Participant contributions to plan in this plan year2024-07-242504
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-241337
Plan net income in this plan year2024-07-244908
Net assets as of the end of the plan year2024-07-249713
Net assets as of the beginning of the plan year2024-07-244805
Employer contributions to plan in this plan year2024-07-241146
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2479
2022 : S & D HEATING & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-310
Total liabilities as of the end of the plan year2022-05-310
Total liabilities as of the beginning of the plan year2022-05-310
Total expenses incurred by plan in this plan year2022-05-314
Net assets as of the end of the plan year2022-05-31850
Total assets as of the beginning of the plan year2022-05-31229
Participant contributions to plan in this plan year2022-05-31410
Other expenses paid from plan in this plan year2022-05-310
Other contributions to plan in this plan year2022-05-310
Other income to plan in this plan year2022-05-3151
Plan net income in this plan year2022-05-31621
Net assets as of the end of the plan year2022-05-31850
Net assets as of the beginning of the plan year2022-05-31229
Employer contributions to plan in this plan year2022-05-31164
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-314

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