401k Plan data: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN plan

H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.
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

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

Company Name: H & B MECHANICAL, INC.

Employer identification number (EIN): 330940767

NAIC Classification: 332510
NAIC Description: Hardware Manufacturing

Additional information about H & B MECHANICAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1992-02-05

Company Identification Number: V11948

Legal Registered Office Address: 981 NE 152 ST

MIAMI

33162

More information about H & B MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LOREN PATTEN 2024-04-22 LOREN PATTEN 2024-04-22
002 2022-01-01 LINDY BOSCO 2023-05-31 LINDY BOSCO 2023-05-31
002 2021-01-01 LINDY BOSCO 2022-08-24
002 2020-01-01 LINDY BOSCO 2021-10-05
002 2019-01-01 LINDY BOSCO 2020-10-06 LINDY BOSCO 2020-10-06
002 2014-01-01
002 2013-01-01
002 2012-01-01 KURTISS BOSCO
002 2011-01-01 KURTISS BOSCO
002 2010-01-01 KURTISS BOSCO
002 2009-01-01 KURTISS BOSCO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	LOREN PATTEN	2024-04-22	LOREN PATTEN	2024-04-22
002	2022-01-01	LINDY BOSCO	2023-05-31	LINDY BOSCO	2023-05-31
002	2021-01-01	LINDY BOSCO	2022-08-24
002	2020-01-01	LINDY BOSCO	2021-10-05
002	2019-01-01	LINDY BOSCO	2020-10-06	LINDY BOSCO	2020-10-06
002	2014-01-01
002	2013-01-01
002	2012-01-01	KURTISS BOSCO
002	2011-01-01	KURTISS BOSCO
002	2010-01-01	KURTISS BOSCO
002	2009-01-01	KURTISS BOSCO

Financial Data on H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-05-15	0
Total expenses incurred by plan in this plan year	2025-05-15	377212
Net assets as of the end of the plan year	2025-05-15	85151
Total assets as of the beginning of the plan year	2025-05-15	421898
Value of plan covered by a fidelity bond	2025-05-15	100000
Participant contributions to plan in this plan year	2025-05-15	22923
Other income to plan in this plan year	2025-05-15	9491
Plan net income in this plan year	2025-05-15	-336747
Net assets as of the end of the plan year	2025-05-15	85151
Net assets as of the beginning of the plan year	2025-05-15	421898
Employer contributions to plan in this plan year	2025-05-15	8051
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-15	338
2024 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-04-22	0
Total expenses incurred by plan in this plan year	2024-04-22	253
Net assets as of the end of the plan year	2024-04-22	421898
Total assets as of the beginning of the plan year	2024-04-22	279842
Value of plan covered by a fidelity bond	2024-04-22	100000
Participant contributions to plan in this plan year	2024-04-22	66448
Other income to plan in this plan year	2024-04-22	62950
Plan net income in this plan year	2024-04-22	142056
Net assets as of the end of the plan year	2024-04-22	421898
Net assets as of the beginning of the plan year	2024-04-22	279842
Employer contributions to plan in this plan year	2024-04-22	12911
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-22	253
2022 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-08-24	0
Total expenses incurred by plan in this plan year	2022-08-24	204
Net assets as of the end of the plan year	2022-08-24	331252
Total assets as of the beginning of the plan year	2022-08-24	199099
Value of plan covered by a fidelity bond	2022-08-24	100000
Participant contributions to plan in this plan year	2022-08-24	84694
Other income to plan in this plan year	2022-08-24	32690
Plan net income in this plan year	2022-08-24	132153
Net assets as of the end of the plan year	2022-08-24	331252
Net assets as of the beginning of the plan year	2022-08-24	199099
Employer contributions to plan in this plan year	2022-08-24	14973
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-24	204
2014 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,888
Expenses. Total of all expenses incurred	2014-12-31	$118,275
Benefits paid (including direct rollovers)	2014-12-31	$118,275
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$115,387
Value of fidelity bond covering the plan	2014-12-31	$20,000
Other income received	2014-12-31	$2,888
Net income (gross income less expenses)	2014-12-31	$-115,387
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$115,387
2013 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$15,210
Total plan assets at end of year	2013-12-31	$115,387
Total plan assets at beginning of year	2013-12-31	$100,177
Value of fidelity bond covering the plan	2013-12-31	$20,000
Other income received	2013-12-31	$15,210
Net income (gross income less expenses)	2013-12-31	$15,210
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$115,387
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$100,177
2012 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$10,677
Expenses. Total of all expenses incurred	2012-12-31	$2,250
Total plan assets at end of year	2012-12-31	$100,177
Total plan assets at beginning of year	2012-12-31	$91,750
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,250
Other income received	2012-12-31	$10,677
Net income (gross income less expenses)	2012-12-31	$8,427
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$100,177
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$91,750
2011 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-1,297
Expenses. Total of all expenses incurred	2011-12-31	$5,583
Benefits paid (including direct rollovers)	2011-12-31	$2,983
Total plan assets at end of year	2011-12-31	$91,750
Total plan assets at beginning of year	2011-12-31	$98,630
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,600
Other income received	2011-12-31	$-1,297
Net income (gross income less expenses)	2011-12-31	$-6,880
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$91,750
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$98,630
2010 : H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$8,630
Total plan assets at end of year	2010-12-31	$98,630
Total plan assets at beginning of year	2010-12-31	$90,000
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$8,630
Net income (gross income less expenses)	2010-12-31	$8,630
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$98,630
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$90,000

Form 5500 Responses for H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN

2014: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: H & B MECHANICAL, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	H & B MECHANICAL, INC.
Employer identification number (EIN):	330940767
NAIC Classification:	332510
NAIC Description:	Hardware Manufacturing

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1992-02-05
Company Identification Number:	V11948
Legal Registered Office Address:	981 NE 152 ST MIAMI 33162