LAKE COUNTRY HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN
401k plan membership statisitcs for LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-19 | 14 |
| Total number of particpants at end of year | 2025-06-19 | 13 |
| Number of Participants With Account Balances | 2025-06-19 | 12 |
| 2024: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-09 | 18 |
| Total number of particpants at end of year | 2024-10-09 | 16 |
| Number of Participants With Account Balances | 2024-10-09 | 14 |
| 2022: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-03 | 15 |
| Total number of particpants at end of year | 2022-08-03 | 14 |
| Number of Participants With Account Balances | 2022-08-03 | 14 |
| 2013: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 6 |
| Total of all active and inactive participants | 2013-04-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 14 |
| Number of participants with account balances | 2013-04-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 5 |
| Total of all active and inactive participants | 2012-04-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 14 |
| Number of participants with account balances | 2012-04-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
| 2011: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 4 |
| Total of all active and inactive participants | 2011-04-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 12 |
| Number of participants with account balances | 2011-04-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2010: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 4 |
| Total of all active and inactive participants | 2010-04-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
| Total participants | 2010-04-01 | 12 |
| Number of participants with account balances | 2010-04-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
| 2009: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 2 |
| Total of all active and inactive participants | 2009-04-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 12 |
| Number of participants with account balances | 2009-04-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-19 | 1008607 |
| Net assets as of the end of the plan year | 2025-06-19 | 1914606 |
| Total assets as of the beginning of the plan year | 2025-06-19 | 2767468 |
| Value of plan covered by a fidelity bond | 2025-06-19 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-19 | 60648 |
| Value of participant loans at end of plan year | 2025-06-19 | 7240 |
| Other expenses paid from plan in this plan year | 2025-06-19 | 0 |
| Other contributions to plan in this plan year | 2025-06-19 | 0 |
| Other income to plan in this plan year | 2025-06-19 | 65229 |
| Plan net income in this plan year | 2025-06-19 | -852862 |
| Net assets as of the end of the plan year | 2025-06-19 | 1914606 |
| Net assets as of the beginning of the plan year | 2025-06-19 | 2767468 |
| Employer contributions to plan in this plan year | 2025-06-19 | 29868 |
| Fees paid to broker by Benefit Provider | 2025-06-19 | 963 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-19 | 4018 |
| 2024 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 165163 |
| Net assets as of the end of the plan year | 2024-10-09 | 2767468 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 2301798 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 155163 |
| Value of participant loans at end of plan year | 2024-10-09 | 11666 |
| Other income to plan in this plan year | 2024-10-09 | 412312 |
| Plan net income in this plan year | 2024-10-09 | 465670 |
| Net assets as of the end of the plan year | 2024-10-09 | 2767468 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 2301798 |
| Employer contributions to plan in this plan year | 2024-10-09 | 63358 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 4915 |
| 2022 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-03 | 16089 |
| Net assets as of the end of the plan year | 2022-08-03 | 2325454 |
| Total assets as of the beginning of the plan year | 2022-08-03 | 2224789 |
| Value of plan covered by a fidelity bond | 2022-08-03 | 115000 |
| Participant contributions to plan in this plan year | 2022-08-03 | 72151 |
| Value of participant loans at end of plan year | 2022-08-03 | 26311 |
| Other expenses paid from plan in this plan year | 2022-08-03 | 0 |
| Other contributions to plan in this plan year | 2022-08-03 | 0 |
| Other income to plan in this plan year | 2022-08-03 | 12778 |
| Plan net income in this plan year | 2022-08-03 | 100665 |
| Net assets as of the end of the plan year | 2022-08-03 | 2325454 |
| Net assets as of the beginning of the plan year | 2022-08-03 | 2224789 |
| Employer contributions to plan in this plan year | 2022-08-03 | 31825 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-03 | 4767 |
| 2014 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-03-31 | $0 |
| Total income from all sources | 2014-03-31 | $163,959 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $2,990 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $2,974 |
| Total plan assets at end of year | 2014-03-31 | $825,077 |
| Total plan assets at beginning of year | 2014-03-31 | $664,108 |
| Value of fidelity bond covering the plan | 2014-03-31 | $70,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $44,265 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
| Other income received | 2014-03-31 | $106,252 |
| Net income (gross income less expenses) | 2014-03-31 | $160,969 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $825,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $664,108 |
| Assets. Value of participant loans | 2014-03-31 | $7,802 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $13,442 |
| Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
| Value of corrective distributions | 2014-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
| 2013 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $95,409 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $3,596 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $3,580 |
| Total plan assets at end of year | 2013-03-31 | $664,108 |
| Total plan assets at beginning of year | 2013-03-31 | $572,295 |
| Value of fidelity bond covering the plan | 2013-03-31 | $70,000 |
| Total contributions received or receivable from participants | 2013-03-31 | $28,027 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
| Other income received | 2013-03-31 | $51,429 |
| Net income (gross income less expenses) | 2013-03-31 | $91,813 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $664,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $572,295 |
| Assets. Value of participant loans | 2013-03-31 | $7,802 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $15,953 |
| Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
| Value of corrective distributions | 2013-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
| 2012 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $43,824 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $37,941 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $37,925 |
| Total plan assets at end of year | 2012-03-31 | $572,295 |
| Total plan assets at beginning of year | 2012-03-31 | $566,412 |
| Value of fidelity bond covering the plan | 2012-03-31 | $70,000 |
| Total contributions received or receivable from participants | 2012-03-31 | $32,372 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
| Other income received | 2012-03-31 | $-2,810 |
| Net income (gross income less expenses) | 2012-03-31 | $5,883 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $572,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $566,412 |
| Assets. Value of participant loans | 2012-03-31 | $7,802 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $14,262 |
| Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
| Value of corrective distributions | 2012-03-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
| 2011 : LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $114,895 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $66 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $0 |
| Total plan assets at end of year | 2011-03-31 | $566,412 |
| Total plan assets at beginning of year | 2011-03-31 | $451,583 |
| Value of fidelity bond covering the plan | 2011-03-31 | $70,000 |
| Total contributions received or receivable from participants | 2011-03-31 | $38,883 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $66 |
| Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
| Other income received | 2011-03-31 | $64,350 |
| Net income (gross income less expenses) | 2011-03-31 | $114,829 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $566,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $451,583 |
| Assets. Value of participant loans | 2011-03-31 | $7,802 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $11,662 |
| Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
| Value of corrective distributions | 2011-03-31 | $0 |
| 2013: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Submission has been amended | No |
| 2010-04-01 | This submission is the final filing | No |
| 2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-04-01 | Plan is a collectively bargained plan | No |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan funding arrangement – Trust | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LAKE COUNTRY HEATING & COOLING, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | Yes |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
