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WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 401k Plan overview

Plan NameWEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN
Plan identification number 002

WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='391734759' AND PlanID='002'

401k Sponsoring company profile

WEST ALLIS HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEST ALLIS HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):391734759
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAN EATON2023-08-23
0022022-01-01DAN EATON2023-05-11
0022021-01-01LISA EATON2022-10-04
0022020-01-01LISA EATON2021-08-03
0022019-01-01
0022018-01-01LISA EATON
0022017-01-01LISA EATON
0022016-01-01LISA EATON
0022015-01-01LISA EATON
0022014-01-01LISA EATON
0022013-01-01LISA EATON
0022011-01-01DANIEL J EATON2012-06-20
0022010-01-01LISA EATON2011-04-11 LISA EATON2011-04-11

Financial Data on WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN

Measure Date Value
2019 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$185,629
Expenses. Total of all expenses incurred2019-12-31$5,961
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$669,246
Total plan assets at beginning of year2019-12-31$489,578
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$51,214
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$99,649
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$179,668
Net plan assets at end of year (total assets less liabilities)2019-12-31$669,246
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$489,578
Assets. Value of participant loans2019-12-31$9,027
Total contributions received or receivable from employer(s)2019-12-31$34,766
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$48,238
Expenses. Total of all expenses incurred2018-12-31$5,320
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$489,578
Total plan assets at beginning of year2018-12-31$446,660
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$48,564
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-33,742
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$42,918
Net plan assets at end of year (total assets less liabilities)2018-12-31$489,578
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$446,660
Assets. Value of participant loans2018-12-31$15,271
Total contributions received or receivable from employer(s)2018-12-31$33,416
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$120,826
Expenses. Total of all expenses incurred2017-12-31$21,469
Benefits paid (including direct rollovers)2017-12-31$16,738
Total plan assets at end of year2017-12-31$446,660
Total plan assets at beginning of year2017-12-31$347,303
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$38,033
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$54,857
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$99,357
Net plan assets at end of year (total assets less liabilities)2017-12-31$446,660
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$347,303
Assets. Value of participant loans2017-12-31$20,514
Total contributions received or receivable from employer(s)2017-12-31$27,936
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$92,707
Expenses. Total of all expenses incurred2016-12-31$155,595
Benefits paid (including direct rollovers)2016-12-31$151,534
Total plan assets at end of year2016-12-31$347,303
Total plan assets at beginning of year2016-12-31$410,191
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$35,825
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$6,243
Other income received2016-12-31$25,913
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-62,888
Net plan assets at end of year (total assets less liabilities)2016-12-31$347,303
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$410,191
Assets. Value of participant loans2016-12-31$5,974
Total contributions received or receivable from employer(s)2016-12-31$24,726
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$77,113
Expenses. Total of all expenses incurred2015-12-31$99,500
Benefits paid (including direct rollovers)2015-12-31$94,606
Total plan assets at end of year2015-12-31$410,191
Total plan assets at beginning of year2015-12-31$432,578
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$49,320
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,971
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-22,387
Net plan assets at end of year (total assets less liabilities)2015-12-31$410,191
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$432,578
Assets. Value of participant loans2015-12-31$38,739
Total contributions received or receivable from employer(s)2015-12-31$29,764
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$88,919
Expenses. Total of all expenses incurred2014-12-31$4,283
Total plan assets at end of year2014-12-31$432,578
Total plan assets at beginning of year2014-12-31$347,942
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$44,740
Other income received2014-12-31$17,720
Net income (gross income less expenses)2014-12-31$84,636
Net plan assets at end of year (total assets less liabilities)2014-12-31$432,578
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$347,942
Assets. Value of participant loans2014-12-31$45,872
Total contributions received or receivable from employer(s)2014-12-31$26,459
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,283
2013 : WEST ALLIS HEATING & AIR CONDITIONING, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$106,186
Expenses. Total of all expenses incurred2013-12-31$2,029
Benefits paid (including direct rollovers)2013-12-31$83
Total plan assets at end of year2013-12-31$347,942
Total plan assets at beginning of year2013-12-31$243,785
Value of fidelity bond covering the plan2013-12-31$24,380
Total contributions received or receivable from participants2013-12-31$37,995
Other income received2013-12-31$45,767
Net income (gross income less expenses)2013-12-31$104,157
Net plan assets at end of year (total assets less liabilities)2013-12-31$347,942
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$243,785
Assets. Value of participant loans2013-12-31$23,351
Total contributions received or receivable from employer(s)2013-12-31$22,424
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110864
Policy instance 1

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