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R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameR & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:R & H MECHANICAL, INC.
Employer identification number (EIN):320109930
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about R & H MECHANICAL, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2004-06-14
Company Identification Number: 20041212313
Legal Registered Office Address: 1119 Chambers Ave.

Eagle
United States of America (USA)
81631

More information about R & H MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Plan Statistics for R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01145
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01104
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0193
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0190
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0185
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0186
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0168
Number of participants with account balances2018-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,187,373
Total unrealized appreciation/depreciation of assets2022-12-31$3,187,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,910,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,000,283
Expenses. Interest paid2022-12-31$66,209
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$66,209
Total income from all sources (including contributions)2022-12-31$3,352,948
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$165,575
Value of total assets at end of year2022-12-31$6,522,318
Value of total assets at beginning of year2022-12-31$3,334,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$333,494
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,522,105
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,334,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,276,908
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,611,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,334,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$165,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,831
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$1,910,749
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$2,000,283
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$661,054
Total unrealized appreciation/depreciation of assets2021-12-31$661,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,000,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,086,950
Expenses. Interest paid2021-12-31$69,078
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$69,078
Total income from all sources (including contributions)2021-12-31$843,149
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$182,095
Value of total assets at end of year2021-12-31$3,334,944
Value of total assets at beginning of year2021-12-31$2,673,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$267,368
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,334,737
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,673,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$747,927
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,334,661
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$586,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$182,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,144
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$2,000,283
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$2,086,950
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$2,086,950
Total plan liabilities at beginning of year2020-12-31$2,170,839
Total income from all sources2020-12-31$1,578,902
Expenses. Total of all expenses incurred2020-12-31$71,855
Total plan assets at end of year2020-12-31$2,673,684
Total plan assets at beginning of year2020-12-31$1,250,526
Value of fidelity bond covering the plan2020-12-31$12,505
Expenses. Other expenses not covered elsewhere2020-12-31$71,855
Other income received2020-12-31$1,423,158
Net income (gross income less expenses)2020-12-31$1,507,047
Net plan assets at end of year (total assets less liabilities)2020-12-31$586,734
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$-920,313
Assets. Value of employer securities2020-12-31$2,673,684
Total contributions received or receivable from employer(s)2020-12-31$155,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,170,839
Total plan liabilities at beginning of year2019-12-31$2,250,000
Total income from all sources2019-12-31$333,097
Expenses. Total of all expenses incurred2019-12-31$77,094
Benefits paid (including direct rollovers)2019-12-31$511
Total plan assets at end of year2019-12-31$1,250,526
Total plan assets at beginning of year2019-12-31$1,073,684
Value of fidelity bond covering the plan2019-12-31$107,368
Expenses. Other expenses not covered elsewhere2019-12-31$76,583
Other income received2019-12-31$176,842
Net income (gross income less expenses)2019-12-31$256,003
Net plan assets at end of year (total assets less liabilities)2019-12-31$-920,313
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-1,176,316
Assets. Value of employer securities2019-12-31$1,250,526
Total contributions received or receivable from employer(s)2019-12-31$156,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,250,000
Total income from all sources2018-12-31$-1,176,316
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,073,684
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$107,368
Other income received2018-12-31$-1,926,316
Net income (gross income less expenses)2018-12-31$-1,176,316
Net plan assets at end of year (total assets less liabilities)2018-12-31$-1,176,316
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$1,073,684
Total contributions received or receivable from employer(s)2018-12-31$750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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