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ETF ADVISOR K MEP PLAN 401k Plan overview

Plan NameETF ADVISOR K MEP PLAN
Plan identification number 001

ETF ADVISOR K MEP PLAN 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

PENNING PLUMBING AND HEATING INC. has sponsored the creation of one or more 401k plans.

Company Name:PENNING PLUMBING AND HEATING INC.
Employer identification number (EIN):382024359
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD PENNING2024-09-24
0012022-01-01RICHARD PENNING2023-10-03
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RICHARD PENNING2019-02-18 RICHARD PENNING2019-02-18
0012017-01-01RICHARD PENNING2018-11-19 RICHARD PENNING2018-11-19
0012014-01-01LYNNE MCAULEY

Financial Data on ETF ADVISOR K MEP PLAN

Measure Date Value
2025 : ETF ADVISOR K MEP PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0846692
Net assets as of the end of the plan year2025-04-08678827
Total assets as of the beginning of the plan year2025-04-08544647
Value of plan covered by a fidelity bond2025-04-08100000
Participant contributions to plan in this plan year2025-04-0858291
Other income to plan in this plan year2025-04-0891372
Plan net income in this plan year2025-04-08134180
Net assets as of the end of the plan year2025-04-08678827
Net assets as of the beginning of the plan year2025-04-08544647
Employer contributions to plan in this plan year2025-04-0831209
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-088914
2024 : ETF ADVISOR K MEP PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2494937
Net assets as of the end of the plan year2024-09-24544647
Total assets as of the beginning of the plan year2024-09-24436729
Value of plan covered by a fidelity bond2024-09-24100000
Participant contributions to plan in this plan year2024-09-2457784
Other income to plan in this plan year2024-09-24109164
Plan net income in this plan year2024-09-24107918
Net assets as of the end of the plan year2024-09-24544647
Net assets as of the beginning of the plan year2024-09-24436729
Employer contributions to plan in this plan year2024-09-2435907
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-247437
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total income from all sources2014-12-31$39,366
Expenses. Total of all expenses incurred2014-12-31$352
Total plan assets at end of year2014-12-31$39,014
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$1,000
Total contributions received or receivable from participants2014-12-31$27,193
Other income received2014-12-31$691
Net income (gross income less expenses)2014-12-31$39,014
Net plan assets at end of year (total assets less liabilities)2014-12-31$39,014
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$11,482
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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