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| Plan Name | ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ACCURATE MECHANICAL, INC. |
| Employer identification number (EIN): | 311761743 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about ACCURATE MECHANICAL, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1999-06-29 |
| Company Identification Number: | 1085208 |
| Legal Registered Office Address: |
1822 NORMAN HILL RD - FRANKLIN United States of America (USA) 456280000 |
More information about ACCURATE MECHANICAL, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TIFFANY EASTERDAY | 2024-09-27 | ||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | MARK ZELTMAN | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MARK ZELTMAN | |||
| 001 | 2020-01-01 | MARK ZELTMAN | 2021-05-24 | ||
| 001 | 2019-01-01 | MARK ZELTMAN | 2020-09-04 | ||
| 001 | 2018-01-01 | MARK ZELTMAN | 2019-07-16 | ||
| 001 | 2017-01-01 | GLORIA J HARREL | 2018-07-23 | ||
| 001 | 2016-01-01 | JEAN HARREL | 2017-07-11 | ||
| 001 | 2015-01-01 | JEAN HARREL | 2016-03-17 | ||
| 001 | 2014-01-01 | JEAN HARREL | 2015-04-08 | ||
| 001 | 2013-01-01 | JEAN HARREL | 2014-06-12 | ||
| 001 | 2012-01-01 | GLORIA J HARREL | 2013-06-17 | GLORIA J HARREL | 2013-06-17 |
| 001 | 2011-01-01 | GLORIA J HARREL | 2012-02-20 | GLORIA J HARREL | 2012-02-20 |
| 001 | 2010-01-01 | GLORIA J HARREL | 2011-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-25 | 521654 |
| Net assets as of the end of the plan year | 2025-07-25 | 4926968 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 4296910 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 424589 |
| Value of participant loans at end of plan year | 2025-07-25 | 70948 |
| Other income to plan in this plan year | 2025-07-25 | 575414 |
| Plan net income in this plan year | 2025-07-25 | 630058 |
| Net assets as of the end of the plan year | 2025-07-25 | 4926968 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 4296910 |
| Employer contributions to plan in this plan year | 2025-07-25 | 151709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-25 | 32736 |
| 2024 : ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 229290 |
| Net assets as of the end of the plan year | 2024-09-27 | 4296910 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 3470237 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 339564 |
| Value of participant loans at end of plan year | 2024-09-27 | 58169 |
| Other income to plan in this plan year | 2024-09-27 | 590945 |
| Plan net income in this plan year | 2024-09-27 | 826673 |
| Net assets as of the end of the plan year | 2024-09-27 | 4296910 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 3470237 |
| Employer contributions to plan in this plan year | 2024-09-27 | 125454 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 28554 |
| 2022 : ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-126,092 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $111,249 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $82,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $485,904 |
| Value of total assets at end of year | 2022-12-31 | $3,470,237 |
| Value of total assets at beginning of year | 2022-12-31 | $3,707,578 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,070 |
| Total interest from all sources | 2022-12-31 | $1,506 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $172,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $172,136 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $327,931 |
| Participant contributions at end of year | 2022-12-31 | $38,982 |
| Participant contributions at beginning of year | 2022-12-31 | $37,646 |
| Participant contributions at end of year | 2022-12-31 | $2,267 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $32,008 |
| Administrative expenses (other) incurred | 2022-12-31 | $29,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-237,341 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,470,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,707,578 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,428,049 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,669,932 |
| Interest on participant loans | 2022-12-31 | $1,506 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-785,638 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $125,965 |
| Employer contributions (assets) at end of year | 2022-12-31 | $939 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $82,179 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2022-12-31 | 341310124 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-126,092 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $111,249 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $82,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $485,904 |
| Value of total assets at end of year | 2022-01-01 | $3,470,237 |
| Value of total assets at beginning of year | 2022-01-01 | $3,707,578 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $29,070 |
| Total interest from all sources | 2022-01-01 | $1,506 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $172,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $172,136 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $327,931 |
| Participant contributions at end of year | 2022-01-01 | $38,982 |
| Participant contributions at beginning of year | 2022-01-01 | $37,646 |
| Participant contributions at end of year | 2022-01-01 | $2,267 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $32,008 |
| Administrative expenses (other) incurred | 2022-01-01 | $29,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-237,341 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,470,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,707,578 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,428,049 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,669,932 |
| Interest on participant loans | 2022-01-01 | $1,506 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-785,638 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $125,965 |
| Employer contributions (assets) at end of year | 2022-01-01 | $939 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $82,179 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2022-01-01 | 341310124 |
| 2021 : ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $900,278 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $66,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $37,039 |
| Value of total corrective distributions | 2021-12-31 | $7,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $463,906 |
| Value of total assets at end of year | 2021-12-31 | $3,707,578 |
| Value of total assets at beginning of year | 2021-12-31 | $2,873,347 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,156 |
| Total interest from all sources | 2021-12-31 | $1,724 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $240,728 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $240,728 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $277,133 |
| Participant contributions at end of year | 2021-12-31 | $37,646 |
| Participant contributions at beginning of year | 2021-12-31 | $50,156 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $82,417 |
| Administrative expenses (other) incurred | 2021-12-31 | $21,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $834,231 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,707,578 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,873,347 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,669,932 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,823,191 |
| Interest on participant loans | 2021-12-31 | $1,724 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $193,920 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $104,356 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $37,039 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2021-12-31 | 341310124 |
| 2022: ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ACCURATE MECHANICAL, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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