401k Plan data: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

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

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

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

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 SCOTT BRADSHAW
002 2023-01-01
002 2023-01-01 SCOTT BRADSHAW
002 2022-01-01
002 2022-01-01 SCOTT BRADSHAW
002 2021-01-01
002 2021-01-01 SCOTT BRADSHAW
002 2020-01-01
002 2019-01-01
002 2018-01-01

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
2023: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 114
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 29
Total of all active and inactive participants 2023-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 146
Number of participants with account balances 2023-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 16
2022: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 145
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 134
Number of participants with account balances 2021-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 79
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 93
Number of participants with account balances 2020-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 81
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 85
Number of participants with account balances 2019-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 68
Number of participants with account balances 2018-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	114
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	29
Total of all active and inactive participants	2023-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	146
Number of participants with account balances	2023-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	16
2022: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	145
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	134
Number of participants with account balances	2021-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	79
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	93
Number of participants with account balances	2020-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	81
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	85
Number of participants with account balances	2019-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	68
Number of participants with account balances	2018-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

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

Measure	Date	Value
2023 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$3,414,738
Total unrealized appreciation/depreciation of assets	2023-12-31	$3,414,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$1,818,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$1,910,749
Expenses. Interest paid	2023-12-31	$63,246
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$63,246
Total income from all sources (including contributions)	2023-12-31	$3,598,318
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$90,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$27,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$183,555
Value of total assets at end of year	2023-12-31	$9,937,807
Value of total assets at beginning of year	2023-12-31	$6,522,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$25
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$652,232
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$9,936,842
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$6,522,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,507,988
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,119,557
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,611,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$183,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$27,084
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$1,818,250
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$1,910,749
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	EIDE BAILLY
Accountancy firm EIN	2023-12-31	450250958
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$3,414,738
Total unrealized appreciation/depreciation of assets	2023-01-01	$3,414,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$1,818,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$1,910,749
Total income from all sources (including contributions)	2023-01-01	$3,598,318
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$90,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$27,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$183,555
Value of total assets at end of year	2023-01-01	$9,937,807
Value of total assets at beginning of year	2023-01-01	$6,522,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$0
Total interest from all sources	2023-01-01	$25
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$652,232
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$9,936,842
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$6,522,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$3,507,988
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$8,119,557
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$4,611,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$183,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$27,084
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$1,818,250
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$1,910,749
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	EIDE BAILLY
Accountancy firm EIN	2023-01-01	450250958
2022 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$3,187,373
Total unrealized appreciation/depreciation of assets	2022-12-31	$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 paid	2022-12-31	$66,209
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$66,209
Total income from all sources (including contributions)	2022-12-31	$3,352,948
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$76,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$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 year	2022-12-31	$6,522,318
Value of total assets at beginning of year	2022-12-31	$3,334,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$333,494
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
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$6,522,105
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$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 appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$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)	2022-12-31	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 bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$207
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	No
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	$165,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,831
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
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$1,910,749
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$2,000,283
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY
Accountancy firm EIN	2022-12-31	450250958
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$3,187,373
Total unrealized appreciation/depreciation of assets	2022-01-01	$3,187,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$1,910,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$2,000,283
Total income from all sources (including contributions)	2022-01-01	$3,352,948
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$76,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$9,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$165,575
Value of total assets at end of year	2022-01-01	$6,522,318
Value of total assets at beginning of year	2022-01-01	$3,334,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$0
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$333,494
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
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$6,522,105
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$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 appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$3,276,908
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$4,611,569
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$1,334,661
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$213
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	No
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	$165,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$9,831
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
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$1,910,749
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$2,000,283
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	EIDE BAILLY
Accountancy firm EIN	2022-01-01	450250958
2021 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$661,054
Total unrealized appreciation/depreciation of assets	2021-12-31	$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 paid	2021-12-31	$69,078
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$69,078
Total income from all sources (including contributions)	2021-12-31	$843,149
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$95,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$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 year	2021-12-31	$3,334,944
Value of total assets at beginning of year	2021-12-31	$2,673,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$267,368
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,334,737
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$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 appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	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 bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
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	$182,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$26,144
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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$2,000,283
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$2,086,950
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY
Accountancy firm EIN	2021-12-31	450250958
2020 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$2,086,950
Total plan liabilities at beginning of year	2020-12-31	$2,170,839
Total income from all sources	2020-12-31	$1,578,902
Expenses. Total of all expenses incurred	2020-12-31	$71,855
Total plan assets at end of year	2020-12-31	$2,673,684
Total plan assets at beginning of year	2020-12-31	$1,250,526
Value of fidelity bond covering the plan	2020-12-31	$12,505
Expenses. Other expenses not covered elsewhere	2020-12-31	$71,855
Other income received	2020-12-31	$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 securities	2020-12-31	$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 securities	2020-12-31	$0
2019 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$2,170,839
Total plan liabilities at beginning of year	2019-12-31	$2,250,000
Total income from all sources	2019-12-31	$333,097
Expenses. Total of all expenses incurred	2019-12-31	$77,094
Benefits paid (including direct rollovers)	2019-12-31	$511
Total plan assets at end of year	2019-12-31	$1,250,526
Total plan assets at beginning of year	2019-12-31	$1,073,684
Value of fidelity bond covering the plan	2019-12-31	$107,368
Expenses. Other expenses not covered elsewhere	2019-12-31	$76,583
Other income received	2019-12-31	$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 securities	2019-12-31	$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 securities	2019-12-31	$0
2018 : R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$2,250,000
Total income from all sources	2018-12-31	$-1,176,316
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,073,684
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$107,368
Other income received	2018-12-31	$-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 securities	2018-12-31	$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 securities	2018-12-31	$0

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

2023: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP 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: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP 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	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: R & H MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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

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

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	SCOTT BRADSHAW
002	2023-01-01
002	2023-01-01	SCOTT BRADSHAW
002	2022-01-01
002	2022-01-01	SCOTT BRADSHAW
002	2021-01-01
002	2021-01-01	SCOTT BRADSHAW
002	2020-01-01
002	2019-01-01
002	2018-01-01