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R & W HEATING & COOLING, INC. 401(K) PLAN 401k Plan overview

Plan NameR & W HEATING & COOLING, INC. 401(K) PLAN
Plan identification number 001

R & W HEATING & COOLING, INC. 401(K) 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.
  • 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

R & W HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & W HEATING & COOLING, INC.
Employer identification number (EIN):391827707
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & W HEATING & COOLING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOY HARMS2024-07-24
0012022-01-01JOY HARMS2023-09-20
0012022-01-01JOY HARMS2024-05-30
0012021-01-01JOY HARMS2022-10-07
0012020-01-01JOY HARMS2021-06-24
0012019-01-01JOY HARMS2020-10-12
0012018-01-01JOY HARMS2019-07-16
0012017-01-01JOY HARMS2018-10-11
0012016-01-01
0012015-01-01JAMES WEBB2016-06-15
0012014-01-01JAMES WEBB2015-06-08 JAMES WEBB2015-06-08
0012013-01-01JAMES WEBB2014-06-26 JAMES WEBB2014-06-26
0012012-01-01JAMES WEBB2013-05-23 JAMES WEBB2013-05-23
0012011-01-01JAMES WEBB2012-05-30
0012010-01-01JAMES WEBB2011-06-23

Plan Statistics for R & W HEATING & COOLING, INC. 401(K) PLAN

401k plan membership statisitcs for R & W HEATING & COOLING, INC. 401(K) PLAN

Measure Date Value
2025: R & W HEATING & COOLING, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1324
Total number of particpants at end of year2025-06-1323
Number of Participants With Account Balances2025-06-1317
2024: R & W HEATING & COOLING, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2421
Total number of particpants at end of year2024-07-2421
Number of Participants With Account Balances2024-07-2418
2022: R & W HEATING & COOLING, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0717
Total number of particpants at end of year2022-10-0716
Number of Participants With Account Balances2022-10-0713

Financial Data on R & W HEATING & COOLING, INC. 401(K) PLAN

Measure Date Value
2025 : R & W HEATING & COOLING, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-130
Total liabilities as of the end of the plan year2025-06-130
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-135665
Net assets as of the end of the plan year2025-06-13527301
Total assets as of the beginning of the plan year2025-06-13445996
Value of plan covered by a fidelity bond2025-06-13110000
Participant contributions to plan in this plan year2025-06-1335483
Other expenses paid from plan in this plan year2025-06-130
Other contributions to plan in this plan year2025-06-130
Other income to plan in this plan year2025-06-1351487
Plan net income in this plan year2025-06-1381305
Net assets as of the end of the plan year2025-06-13527301
Net assets as of the beginning of the plan year2025-06-13445996
Employer contributions to plan in this plan year2025-06-130
Fees paid to broker by Benefit Provider2025-06-132422
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-132085
2024 : R & W HEATING & COOLING, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-241866
Net assets as of the end of the plan year2024-07-24445996
Total assets as of the beginning of the plan year2024-07-24325746
Value of plan covered by a fidelity bond2024-07-24110000
Participant contributions to plan in this plan year2024-07-2453587
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2450487
Plan net income in this plan year2024-07-24120250
Net assets as of the end of the plan year2024-07-24445996
Net assets as of the beginning of the plan year2024-07-24325746
Employer contributions to plan in this plan year2024-07-2418042
Fees paid to broker by Benefit Provider2024-07-241733
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-241866
2022 : R & W HEATING & COOLING, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-07111281
Net assets as of the end of the plan year2022-10-07293798
Total assets as of the beginning of the plan year2022-10-07331883
Value of plan covered by a fidelity bond2022-10-07110000
Participant contributions to plan in this plan year2022-10-0729194
Value of participant loans at end of plan year2022-10-0715950
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0738766
Plan net income in this plan year2022-10-07-38085
Net assets as of the end of the plan year2022-10-07293798
Net assets as of the beginning of the plan year2022-10-07331883
Employer contributions to plan in this plan year2022-10-075236
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-072079

Potentially related plans

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