STANDARD HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,035,812 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $260,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $253,757 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $625,175 |
| Value of total assets at end of year | 2023-12-31 | $8,040,396 |
| Value of total assets at beginning of year | 2023-12-31 | $6,265,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $7,115 |
| Total interest from all sources | 2023-12-31 | $23,837 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $474,272 |
| Participant contributions at end of year | 2023-12-31 | $84,819 |
| Participant contributions at beginning of year | 2023-12-31 | $94,323 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,774,940 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,040,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,265,456 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $5,273 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,440,775 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $5,653,067 |
| Interest on participant loans | 2023-12-31 | $5,464 |
| Interest earned on other investments | 2023-12-31 | $18,373 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $514,802 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $518,066 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,386,800 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $150,903 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $253,757 |
| Contract administrator fees | 2023-12-31 | $1,592 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | AGSN P.C. |
| Accountancy firm EIN | 2023-12-31 | 470696474 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,035,812 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $260,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $253,757 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $625,175 |
| Value of total assets at end of year | 2023-01-01 | $8,040,396 |
| Value of total assets at beginning of year | 2023-01-01 | $6,265,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $7,115 |
| Total interest from all sources | 2023-01-01 | $23,837 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $474,272 |
| Participant contributions at end of year | 2023-01-01 | $84,819 |
| Participant contributions at beginning of year | 2023-01-01 | $94,323 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,774,940 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,040,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,265,456 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $5,273 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,440,775 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $5,653,067 |
| Interest on participant loans | 2023-01-01 | $5,464 |
| Interest earned on other investments | 2023-01-01 | $18,373 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $514,802 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $518,066 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,386,800 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $150,903 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $253,757 |
| Contract administrator fees | 2023-01-01 | $1,592 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | AGSN P.C. |
| Accountancy firm EIN | 2023-01-01 | 470696474 |
| 2022 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,160,958 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $395,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $393,303 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $478,352 |
| Value of total assets at end of year | 2022-12-31 | $6,265,456 |
| Value of total assets at beginning of year | 2022-12-31 | $7,822,079 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,362 |
| Total interest from all sources | 2022-12-31 | $21,509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $400,607 |
| Participant contributions at end of year | 2022-12-31 | $94,323 |
| Participant contributions at beginning of year | 2022-12-31 | $100,014 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,123 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,556,623 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,265,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,822,079 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,653,067 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $7,200,924 |
| Interest on participant loans | 2022-12-31 | $4,889 |
| Interest earned on other investments | 2022-12-31 | $16,620 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $518,066 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $521,141 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,660,819 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $75,622 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $393,303 |
| Contract administrator fees | 2022-12-31 | $2,362 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | AGSN P.C. |
| Accountancy firm EIN | 2022-12-31 | 470696474 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,160,958 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $395,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $393,303 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $478,352 |
| Value of total assets at end of year | 2022-01-01 | $6,265,456 |
| Value of total assets at beginning of year | 2022-01-01 | $7,822,079 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,362 |
| Total interest from all sources | 2022-01-01 | $21,509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $400,607 |
| Participant contributions at end of year | 2022-01-01 | $94,323 |
| Participant contributions at beginning of year | 2022-01-01 | $100,014 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,123 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,556,623 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,265,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,822,079 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $5,653,067 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $7,200,924 |
| Interest on participant loans | 2022-01-01 | $4,889 |
| Interest earned on other investments | 2022-01-01 | $16,620 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $518,066 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $521,141 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,660,819 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $75,622 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $393,303 |
| Contract administrator fees | 2022-01-01 | $2,362 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | AGSN P.C. |
| Accountancy firm EIN | 2022-01-01 | 470696474 |
| 2021 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,483,702 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $131,841 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $127,144 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $491,730 |
| Value of total assets at end of year | 2021-12-31 | $7,822,079 |
| Value of total assets at beginning of year | 2021-12-31 | $6,470,218 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,473 |
| Total interest from all sources | 2021-12-31 | $22,012 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $370,384 |
| Participant contributions at end of year | 2021-12-31 | $100,014 |
| Participant contributions at beginning of year | 2021-12-31 | $83,744 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $5,796 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,351,861 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,822,079 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,470,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $7,200,924 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,762,886 |
| Interest on participant loans | 2021-12-31 | $4,533 |
| Interest earned on other investments | 2021-12-31 | $17,479 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $521,141 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $615,846 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $969,960 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $121,346 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,946 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $127,144 |
| Contract administrator fees | 2021-12-31 | $1,473 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | AGSN P.C. |
| Accountancy firm EIN | 2021-12-31 | 470696474 |
| 2020 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,492,080 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $91,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $85,454 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,216 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $472,293 |
| Value of total assets at end of year | 2020-12-31 | $6,470,218 |
| Value of total assets at beginning of year | 2020-12-31 | $5,069,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,343 |
| Total interest from all sources | 2020-12-31 | $19,821 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $350,366 |
| Participant contributions at end of year | 2020-12-31 | $83,744 |
| Participant contributions at beginning of year | 2020-12-31 | $78,667 |
| Participant contributions at end of year | 2020-12-31 | $5,796 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,401,067 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,470,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,069,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $5,762,886 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,470,554 |
| Interest on participant loans | 2020-12-31 | $4,911 |
| Interest earned on other investments | 2020-12-31 | $14,910 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $615,846 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $519,930 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $999,966 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $121,927 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,946 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $85,454 |
| Contract administrator fees | 2020-12-31 | $2,343 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | LUTZ AND COMPANY P.C. |
| Accountancy firm EIN | 2020-12-31 | 470628516 |
| 2019 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,504,001 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $105,858 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $103,916 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $578,325 |
| Value of total assets at end of year | 2019-12-31 | $5,069,151 |
| Value of total assets at beginning of year | 2019-12-31 | $3,671,008 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,942 |
| Total interest from all sources | 2019-12-31 | $18,530 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $306,668 |
| Participant contributions at end of year | 2019-12-31 | $78,667 |
| Participant contributions at beginning of year | 2019-12-31 | $40,381 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $160,342 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,398,143 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,069,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,671,008 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,470,554 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,262,237 |
| Interest on participant loans | 2019-12-31 | $3,919 |
| Interest earned on other investments | 2019-12-31 | $14,611 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $519,930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $368,390 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $907,146 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $111,315 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $103,916 |
| Contract administrator fees | 2019-12-31 | $1,942 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LUTZ & COMPANY P.C. |
| Accountancy firm EIN | 2019-12-31 | 470628516 |
| 2018 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $141,497 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $111,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $106,985 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $348,690 |
| Value of total assets at end of year | 2018-12-31 | $3,671,008 |
| Value of total assets at beginning of year | 2018-12-31 | $3,641,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,823 |
| Total interest from all sources | 2018-12-31 | $12,994 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $247,246 |
| Participant contributions at end of year | 2018-12-31 | $40,381 |
| Participant contributions at beginning of year | 2018-12-31 | $22,121 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $9,378 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,350 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $29,689 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,671,008 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,641,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,262,237 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,280,341 |
| Interest on participant loans | 2018-12-31 | $1,018 |
| Interest earned on other investments | 2018-12-31 | $11,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $368,390 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $338,857 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-220,187 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $92,066 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $106,985 |
| Contract administrator fees | 2018-12-31 | $3,473 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | LUTZ & COMPANY P.C. |
| Accountancy firm EIN | 2018-12-31 | 470628516 |
| 2017 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $818,378 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $283,901 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $280,645 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $262,738 |
| Value of total assets at end of year | 2017-12-31 | $3,641,319 |
| Value of total assets at beginning of year | 2017-12-31 | $3,106,842 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,256 |
| Total interest from all sources | 2017-12-31 | $12,574 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $187,705 |
| Participant contributions at end of year | 2017-12-31 | $22,121 |
| Participant contributions at beginning of year | 2017-12-31 | $53,319 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $48 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $534,477 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,641,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,106,842 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,280,341 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,734,205 |
| Interest on participant loans | 2017-12-31 | $1,628 |
| Interest earned on other investments | 2017-12-31 | $10,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $338,857 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $319,318 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $543,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $74,985 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $280,645 |
| Contract administrator fees | 2017-12-31 | $3,256 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | LUTZ & COMPANY P.C. |
| Accountancy firm EIN | 2017-12-31 | 470628516 |
| 2016 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $462,170 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $246,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $244,264 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $240,000 |
| Value of total assets at end of year | 2016-12-31 | $3,106,842 |
| Value of total assets at beginning of year | 2016-12-31 | $2,890,722 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,786 |
| Total interest from all sources | 2016-12-31 | $13,192 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $158,749 |
| Participant contributions at end of year | 2016-12-31 | $53,319 |
| Participant contributions at beginning of year | 2016-12-31 | $60,452 |
| Participant contributions at beginning of year | 2016-12-31 | $2,455 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,797 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,260 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $216,120 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,106,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,890,722 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,734,205 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,523,790 |
| Interest on participant loans | 2016-12-31 | $2,519 |
| Interest earned on other investments | 2016-12-31 | $10,673 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $319,318 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $303,158 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $208,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $62,454 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $867 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $244,264 |
| Contract administrator fees | 2016-12-31 | $526 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | LUTZ & COMPANY, P.C. |
| Accountancy firm EIN | 2016-12-31 | 470625816 |
| 2015 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $206,500 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $117,075 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $105,483 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $9,078 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $179,937 |
| Value of total assets at end of year | 2015-12-31 | $2,890,722 |
| Value of total assets at beginning of year | 2015-12-31 | $2,801,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,514 |
| Total interest from all sources | 2015-12-31 | $12,974 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $128,474 |
| Participant contributions at end of year | 2015-12-31 | $60,452 |
| Participant contributions at beginning of year | 2015-12-31 | $83,944 |
| Participant contributions at end of year | 2015-12-31 | $2,455 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,059 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,164 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $89,425 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,890,722 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,801,297 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,523,790 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,430,872 |
| Interest on participant loans | 2015-12-31 | $2,838 |
| Interest earned on other investments | 2015-12-31 | $10,136 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $303,158 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $286,481 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $13,589 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $47,404 |
| Employer contributions (assets) at end of year | 2015-12-31 | $867 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $105,483 |
| Contract administrator fees | 2015-12-31 | $350 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | LUTZ & COMPANY P.C. |
| Accountancy firm EIN | 2015-12-31 | 470625816 |
| 2014 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $364,518 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $180,940 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $154,244 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $24,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $172,500 |
| Value of total assets at end of year | 2014-12-31 | $2,801,297 |
| Value of total assets at beginning of year | 2014-12-31 | $2,617,719 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,745 |
| Total interest from all sources | 2014-12-31 | $14,322 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $122,414 |
| Participant contributions at end of year | 2014-12-31 | $83,944 |
| Participant contributions at beginning of year | 2014-12-31 | $103,511 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,870 |
| Administrative expenses (other) incurred | 2014-12-31 | $795 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $183,578 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,801,297 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,617,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,430,872 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,235,731 |
| Interest on participant loans | 2014-12-31 | $4,363 |
| Interest earned on other investments | 2014-12-31 | $9,959 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $286,481 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $278,477 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $177,696 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $48,216 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $154,244 |
| Contract administrator fees | 2014-12-31 | $950 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | LUTZ & COMPANY PC |
| Accountancy firm EIN | 2014-12-31 | 470625816 |
| 2013 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $676,683 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $291,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $288,870 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $211,843 |
| Value of total assets at end of year | 2013-12-31 | $2,617,719 |
| Value of total assets at beginning of year | 2013-12-31 | $2,233,031 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,125 |
| Total interest from all sources | 2013-12-31 | $18,939 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $127,229 |
| Participant contributions at end of year | 2013-12-31 | $103,511 |
| Participant contributions at beginning of year | 2013-12-31 | $67,094 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $36,849 |
| Administrative expenses (other) incurred | 2013-12-31 | $550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $384,688 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,617,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,233,031 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,235,731 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,776,663 |
| Interest on participant loans | 2013-12-31 | $4,088 |
| Interest earned on other investments | 2013-12-31 | $14,851 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $278,477 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $389,274 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $445,901 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $47,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $288,870 |
| Contract administrator fees | 2013-12-31 | $2,575 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | LUTZ & COMPANY PC |
| Accountancy firm EIN | 2013-12-31 | 470625816 |