401k Plan data: POWER PLUMBING, HEATING & COOLING 401(K) PLAN plan

POWER PLUMBING, HEATING & COOLING 401(K) PLAN 401k Plan overview

Plan Name	POWER PLUMBING, HEATING & COOLING 401(K) PLAN
Plan identification number	001

POWER PLUMBING, HEATING & COOLING 401(K) PLAN Benefits

401k Plan Type

Defined 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

ELLIS DYNASTY, INC. DBA POWER PLUMBING, HEATING & COOLING has sponsored the creation of one or more 401k plans.

Company Name: ELLIS DYNASTY, INC. DBA POWER PLUMBING, HEATING & COOLING

Employer identification number (EIN): 463600193

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWER PLUMBING, HEATING & COOLING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ASHLEY ELLIS 2023-07-14 ASHLEY ELLIS 2023-07-14
001 2021-01-01 ASHLEY ELLIS 2022-10-17 ASHLEY ELLIS 2022-10-17
001 2020-01-01 ASHLEY ELLIS 2022-07-27 ASHLEY ELLIS 2022-07-27
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 ASHLEY ELLIS ASHLEY ELLIS 2018-10-05
001 2016-01-01 ASHLEY ELLIS ASHLEY ELLIS 2017-10-13
001 2015-01-01 ASHLEY ELLIS ASHLEY ELLIS 2016-10-15
001 2014-01-01 ASHLEY ELLIS ASHLEY ELLIS 2015-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ASHLEY ELLIS	2023-07-14	ASHLEY ELLIS	2023-07-14
001	2021-01-01	ASHLEY ELLIS	2022-10-17	ASHLEY ELLIS	2022-10-17
001	2020-01-01	ASHLEY ELLIS	2022-07-27	ASHLEY ELLIS	2022-07-27
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	ASHLEY ELLIS		ASHLEY ELLIS	2018-10-05
001	2016-01-01	ASHLEY ELLIS		ASHLEY ELLIS	2017-10-13
001	2015-01-01	ASHLEY ELLIS		ASHLEY ELLIS	2016-10-15
001	2014-01-01	ASHLEY ELLIS		ASHLEY ELLIS	2015-09-16

Plan Statistics for POWER PLUMBING, HEATING & COOLING 401(K) PLAN

401k plan membership statisitcs for POWER PLUMBING, HEATING & COOLING 401(K) PLAN

Measure Date Value
2019: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
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 8
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 22
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 5
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
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	8
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	22
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	5
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on POWER PLUMBING, HEATING & COOLING 401(K) PLAN

Measure	Date	Value
2019 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$165,875
Expenses. Total of all expenses incurred	2019-12-31	$9,662
Benefits paid (including direct rollovers)	2019-12-31	$8,395
Total plan assets at end of year	2019-12-31	$546,269
Total plan assets at beginning of year	2019-12-31	$390,056
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$60,140
Other income received	2019-12-31	$89,649
Net income (gross income less expenses)	2019-12-31	$156,213
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$546,269
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$390,056
Assets. Value of participant loans	2019-12-31	$13,785
Total contributions received or receivable from employer(s)	2019-12-31	$16,086
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,267
2018 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$53,021
Expenses. Total of all expenses incurred	2018-12-31	$11,831
Benefits paid (including direct rollovers)	2018-12-31	$11,231
Total plan assets at end of year	2018-12-31	$378,089
Total plan assets at beginning of year	2018-12-31	$336,899
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$64,603
Contributions received from other sources (not participants or employers)	2018-12-31	$138
Other income received	2018-12-31	$-26,158
Net income (gross income less expenses)	2018-12-31	$41,190
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$378,089
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$336,899
Assets. Value of participant loans	2018-12-31	$13,785
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$29,160
Total contributions received or receivable from employer(s)	2018-12-31	$14,438
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$600
2017 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$141,356
Expenses. Total of all expenses incurred	2017-12-31	$8,546
Benefits paid (including direct rollovers)	2017-12-31	$8,336
Total plan assets at end of year	2017-12-31	$336,899
Total plan assets at beginning of year	2017-12-31	$204,089
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$72,671
Other income received	2017-12-31	$46,763
Net income (gross income less expenses)	2017-12-31	$132,810
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$336,899
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$204,089
Assets. Value of participant loans	2017-12-31	$14,950
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$42,818
Total contributions received or receivable from employer(s)	2017-12-31	$21,922
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$210
2016 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$103,592
Expenses. Total of all expenses incurred	2016-12-31	$135
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$204,089
Total plan assets at beginning of year	2016-12-31	$100,632
Total contributions received or receivable from participants	2016-12-31	$69,034
Other income received	2016-12-31	$12,173
Net income (gross income less expenses)	2016-12-31	$103,457
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$204,089
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$100,632
Assets. Value of participant loans	2016-12-31	$1,500
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$53,025
Total contributions received or receivable from employer(s)	2016-12-31	$22,385
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$135
2015 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$71,487
Expenses. Total of all expenses incurred	2015-12-31	$3,860
Benefits paid (including direct rollovers)	2015-12-31	$3,710
Total plan assets at end of year	2015-12-31	$100,632
Total plan assets at beginning of year	2015-12-31	$33,005
Total contributions received or receivable from participants	2015-12-31	$51,924
Other income received	2015-12-31	$4,832
Net income (gross income less expenses)	2015-12-31	$67,627
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$100,632
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$33,005
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$15,551
Total contributions received or receivable from employer(s)	2015-12-31	$14,731
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
2014 : POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$34,006
Expenses. Total of all expenses incurred	2014-12-31	$1,001
Benefits paid (including direct rollovers)	2014-12-31	$876
Total plan assets at end of year	2014-12-31	$33,005
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$24,215
Other income received	2014-12-31	$2,340
Net income (gross income less expenses)	2014-12-31	$33,005
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$33,005
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$6,136
Total contributions received or receivable from employer(s)	2014-12-31	$7,451
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125

Form 5500 Responses for POWER PLUMBING, HEATING & COOLING 401(K) PLAN

2019: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 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: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 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: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 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: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 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: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 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: POWER PLUMBING, HEATING & COOLING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	ELLIS DYNASTY, INC. DBA POWER PLUMBING, HEATING & COOLING
Employer identification number (EIN):	463600193
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors