401k Plan data: CUSTOM AIRE, INC. ESOP plan

CUSTOM AIRE, INC. ESOP 401k Plan overview

Plan Name	CUSTOM AIRE, INC. ESOP
Plan identification number	002

CUSTOM AIRE, INC. ESOP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CUSTOM HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CUSTOM HOLDINGS, INC.

Employer identification number (EIN): 452900982

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM AIRE, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 SCOTT BOETTNER SCOTT BOETTNER 2018-08-28
002 2016-01-01 SCOTT BOETTNER SCOTT BOETTNER 2017-07-14
002 2015-01-01 SCOTT BOETTNER SCOTT BOETTNER 2016-06-08
002 2014-01-01 SCOTT BOETTNER SCOTT BOETTNER 2015-06-05
002 2013-01-01 SCOTT BOETTNER SCOTT BOETTNER 2014-10-10
002 2012-01-01 SCOTT BOETTNER SCOTT BOETTNER 2013-07-11
002 2011-01-01 SCOTT BOETTNER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2018-08-28
002	2016-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2017-07-14
002	2015-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2016-06-08
002	2014-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2015-06-05
002	2013-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2014-10-10
002	2012-01-01	SCOTT BOETTNER	SCOTT BOETTNER	2013-07-11
002	2011-01-01	SCOTT BOETTNER

Plan Statistics for CUSTOM AIRE, INC. ESOP

401k plan membership statisitcs for CUSTOM AIRE, INC. ESOP

Measure Date Value
2022: CUSTOM AIRE, INC. ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 31
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: CUSTOM AIRE, INC. ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 34
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: CUSTOM AIRE, INC. ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 37
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 59
Number of participants with account balances 2020-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: CUSTOM AIRE, INC. ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 34
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: CUSTOM AIRE, INC. ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: CUSTOM AIRE, INC. ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 40
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: CUSTOM AIRE, INC. ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 42
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 61
Number of participants with account balances 2016-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: CUSTOM AIRE, INC. ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: CUSTOM AIRE, INC. ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: CUSTOM AIRE, INC. ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 46
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: CUSTOM AIRE, INC. ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: CUSTOM AIRE, INC. ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2022: CUSTOM AIRE, INC. ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	31
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: CUSTOM AIRE, INC. ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	34
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: CUSTOM AIRE, INC. ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	37
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	59
Number of participants with account balances	2020-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: CUSTOM AIRE, INC. ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	34
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: CUSTOM AIRE, INC. ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: CUSTOM AIRE, INC. ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	40
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: CUSTOM AIRE, INC. ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	42
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	61
Number of participants with account balances	2016-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: CUSTOM AIRE, INC. ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: CUSTOM AIRE, INC. ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: CUSTOM AIRE, INC. ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	46
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: CUSTOM AIRE, INC. ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: CUSTOM AIRE, INC. ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on CUSTOM AIRE, INC. ESOP

Measure	Date	Value
2022 : CUSTOM AIRE, INC. ESOP 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$198,277
Total plan liabilities at beginning of year	2022-12-31	$338,774
Total income from all sources	2022-12-31	$1,097,374
Expenses. Total of all expenses incurred	2022-12-31	$172,306
Benefits paid (including direct rollovers)	2022-12-31	$157,874
Total plan assets at end of year	2022-12-31	$5,130,624
Total plan assets at beginning of year	2022-12-31	$4,346,053
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$14,432
Other income received	2022-12-31	$784,608
Net income (gross income less expenses)	2022-12-31	$925,068
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,932,347
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,007,279
Assets. Value of employer securities	2022-12-31	$5,119,500
Total contributions received or receivable from employer(s)	2022-12-31	$312,766
2021 : CUSTOM AIRE, INC. ESOP 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$338,774
Total plan liabilities at beginning of year	2021-12-31	$473,530
Total income from all sources	2021-12-31	$678,181
Expenses. Total of all expenses incurred	2021-12-31	$52,935
Benefits paid (including direct rollovers)	2021-12-31	$32,763
Total plan assets at end of year	2021-12-31	$4,346,053
Total plan assets at beginning of year	2021-12-31	$3,855,563
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$20,172
Other income received	2021-12-31	$490,505
Net income (gross income less expenses)	2021-12-31	$625,246
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,007,279
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,382,033
Assets. Value of employer securities	2021-12-31	$4,335,000
Total contributions received or receivable from employer(s)	2021-12-31	$187,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CUSTOM AIRE, INC. ESOP 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$473,530
Total plan liabilities at beginning of year	2020-12-31	$602,780
Total income from all sources	2020-12-31	$649,856
Expenses. Total of all expenses incurred	2020-12-31	$82,507
Benefits paid (including direct rollovers)	2020-12-31	$56,829
Total plan assets at end of year	2020-12-31	$3,855,563
Total plan assets at beginning of year	2020-12-31	$3,417,464
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$25,678
Other income received	2020-12-31	$438,268
Net income (gross income less expenses)	2020-12-31	$567,349
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,382,033
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,814,684
Assets. Value of employer securities	2020-12-31	$3,844,500
Total contributions received or receivable from employer(s)	2020-12-31	$211,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CUSTOM AIRE, INC. ESOP 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$602,780
Total plan liabilities at beginning of year	2019-12-31	$845,652
Total income from all sources	2019-12-31	$1,500,093
Expenses. Total of all expenses incurred	2019-12-31	$63,572
Benefits paid (including direct rollovers)	2019-12-31	$32,523
Total plan assets at end of year	2019-12-31	$3,417,464
Total plan assets at beginning of year	2019-12-31	$2,223,815
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$30,959
Other income received	2019-12-31	$1,324,082
Net income (gross income less expenses)	2019-12-31	$1,436,521
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,814,684
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,378,163
Assets. Value of employer securities	2019-12-31	$3,406,272
Total contributions received or receivable from employer(s)	2019-12-31	$176,011
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CUSTOM AIRE, INC. ESOP 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$845,652
Total plan liabilities at beginning of year	2018-12-31	$845,652
Total income from all sources	2018-12-31	$-178,970
Expenses. Total of all expenses incurred	2018-12-31	$7,911
Benefits paid (including direct rollovers)	2018-12-31	$7,761
Total plan assets at end of year	2018-12-31	$2,223,815
Total plan assets at beginning of year	2018-12-31	$2,410,696
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$150
Other income received	2018-12-31	$-341,809
Net income (gross income less expenses)	2018-12-31	$-186,881
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,378,163
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,565,044
Assets. Value of employer securities	2018-12-31	$2,058,000
Total contributions received or receivable from employer(s)	2018-12-31	$162,839
2017 : CUSTOM AIRE, INC. ESOP 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$845,652
Total plan liabilities at beginning of year	2017-12-31	$959,697
Total income from all sources	2017-12-31	$101,286
Expenses. Total of all expenses incurred	2017-12-31	$51,545
Benefits paid (including direct rollovers)	2017-12-31	$10,512
Total plan assets at end of year	2017-12-31	$2,410,696
Total plan assets at beginning of year	2017-12-31	$2,475,000
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$41,033
Other income received	2017-12-31	$-74,965
Net income (gross income less expenses)	2017-12-31	$49,741
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,565,044
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,515,303
Assets. Value of employer securities	2017-12-31	$2,410,696
Total contributions received or receivable from employer(s)	2017-12-31	$176,251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CUSTOM AIRE, INC. ESOP 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$959,697
Total plan liabilities at beginning of year	2016-12-31	$1,069,083
Total income from all sources	2016-12-31	$-317,671
Expenses. Total of all expenses incurred	2016-12-31	$49,945
Benefits paid (including direct rollovers)	2016-12-31	$4,342
Total plan assets at end of year	2016-12-31	$2,475,000
Total plan assets at beginning of year	2016-12-31	$2,952,002
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$45,543
Other income received	2016-12-31	$-477,000
Net income (gross income less expenses)	2016-12-31	$-367,616
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,515,303
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,882,919
Assets. Value of employer securities	2016-12-31	$2,475,000
Total contributions received or receivable from employer(s)	2016-12-31	$159,329
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CUSTOM AIRE, INC. ESOP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,069,083
Total plan liabilities at beginning of year	2015-12-31	$1,173,999
Total income from all sources	2015-12-31	$552,856
Expenses. Total of all expenses incurred	2015-12-31	$60,940
Benefits paid (including direct rollovers)	2015-12-31	$10,808
Total plan assets at end of year	2015-12-31	$2,952,002
Total plan assets at beginning of year	2015-12-31	$2,565,002
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$50,012
Other income received	2015-12-31	$387,000
Net income (gross income less expenses)	2015-12-31	$491,916
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,882,919
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,391,003
Assets. Value of employer securities	2015-12-31	$2,952,000
Total contributions received or receivable from employer(s)	2015-12-31	$165,856
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CUSTOM AIRE, INC. ESOP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,173,999
Total plan liabilities at beginning of year	2014-12-31	$1,274,671
Total income from all sources	2014-12-31	$1,342,746
Expenses. Total of all expenses incurred	2014-12-31	$63,117
Benefits paid (including direct rollovers)	2014-12-31	$8,728
Total plan assets at end of year	2014-12-31	$2,565,002
Total plan assets at beginning of year	2014-12-31	$1,386,045
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$54,299
Other income received	2014-12-31	$1,179,000
Net income (gross income less expenses)	2014-12-31	$1,279,629
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,391,003
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$111,374
Assets. Value of employer securities	2014-12-31	$2,565,000
Total contributions received or receivable from employer(s)	2014-12-31	$163,746
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CUSTOM AIRE, INC. ESOP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,274,671
Total plan liabilities at beginning of year	2013-12-31	$1,371,145
Total income from all sources	2013-12-31	$220,339
Expenses. Total of all expenses incurred	2013-12-31	$60,826
Benefits paid (including direct rollovers)	2013-12-31	$2,356
Total plan assets at end of year	2013-12-31	$1,386,045
Total plan assets at beginning of year	2013-12-31	$1,323,006
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$58,470
Other income received	2013-12-31	$63,000
Net income (gross income less expenses)	2013-12-31	$159,513
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$111,374
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$-48,139
Assets. Value of employer securities	2013-12-31	$1,386,000
Total contributions received or receivable from employer(s)	2013-12-31	$157,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CUSTOM AIRE, INC. ESOP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,371,145
Total plan liabilities at beginning of year	2012-12-31	$1,463,719
Total income from all sources	2012-12-31	$829,928
Expenses. Total of all expenses incurred	2012-12-31	$62,354
Total plan assets at end of year	2012-12-31	$1,323,006
Total plan assets at beginning of year	2012-12-31	$648,006
Value of fidelity bond covering the plan	2012-12-31	$485,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$62,354
Other income received	2012-12-31	$675,000
Net income (gross income less expenses)	2012-12-31	$767,574
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$-48,139
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$-815,713
Assets. Value of employer securities	2012-12-31	$1,323,000
Total contributions received or receivable from employer(s)	2012-12-31	$154,928
2011 : CUSTOM AIRE, INC. ESOP 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,463,719
Total income from all sources	2011-12-31	$-1,081,994
Expenses. Total of all expenses incurred	2011-12-31	$33,719
Total plan assets at end of year	2011-12-31	$648,006
Total plan assets at beginning of year	2011-12-31	$300,000
Value of fidelity bond covering the plan	2011-12-31	$485,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$33,719
Other income received	2011-12-31	$-1,381,994
Net income (gross income less expenses)	2011-12-31	$-1,115,713
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$-815,713
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$300,000
Assets. Value of employer securities	2011-12-31	$648,000
Total contributions received or receivable from employer(s)	2011-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for CUSTOM AIRE, INC. ESOP

2022: CUSTOM AIRE, INC. ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CUSTOM AIRE, INC. ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CUSTOM AIRE, INC. ESOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CUSTOM AIRE, INC. ESOP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CUSTOM AIRE, INC. ESOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CUSTOM AIRE, INC. ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CUSTOM AIRE, INC. ESOP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CUSTOM AIRE, INC. ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CUSTOM AIRE, INC. ESOP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CUSTOM AIRE, INC. ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CUSTOM AIRE, INC. ESOP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CUSTOM AIRE, INC. ESOP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CUSTOM AIRE, INC. 401(K) PLAN [EIN = 450347938]

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Company Name:	CUSTOM HOLDINGS, INC.
Employer identification number (EIN):	452900982
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors