20/20 PLUMBING & HEATING, INC. has sponsored the creation of one or more 401k plans.
Additional information about 20/20 PLUMBING & HEATING, INC.
Submission information for form 5500 for 401k plan 20/20 PLUMBING & HEATING, INC. 401(K) PLAN
401k plan membership statisitcs for 20/20 PLUMBING & HEATING, INC. 401(K) PLAN
Measure | Date | Value |
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2022 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2022 401k financial data |
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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 | $1,672,932 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,174,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,055,674 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,649 |
Value of total corrective distributions | 2022-12-31 | $15,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,973,581 |
Value of total assets at end of year | 2022-12-31 | $14,351,808 |
Value of total assets at beginning of year | 2022-12-31 | $14,853,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $94,702 |
Total interest from all sources | 2022-12-31 | $32,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $330,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $330,043 |
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 | $1,145,201 |
Participant contributions at end of year | 2022-12-31 | $573,899 |
Participant contributions at beginning of year | 2022-12-31 | $535,066 |
Participant contributions at end of year | 2022-12-31 | $16,094 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $111,672 |
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 | $-502,006 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,351,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,853,814 |
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 |
Investment advisory and management fees | 2022-12-31 | $89,702 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,562,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,653,223 |
Interest on participant loans | 2022-12-31 | $24,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8,290 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,061,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $492,405 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,663,685 |
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 | Yes |
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 | $2,716,708 |
Employer contributions (assets) at end of year | 2022-12-31 | $137,528 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $173,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,055,674 |
Contract administrator fees | 2022-12-31 | $5,000 |
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 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2022-12-31 | 953288054 |
2021 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $3,254,946 |
Total transfer of assets from this plan | 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 | $3,961,888 |
Total of all expenses incurred | 2021-12-31 | $781,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $682,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,686,146 |
Value of total assets at end of year | 2021-12-31 | $14,853,814 |
Value of total assets at beginning of year | 2021-12-31 | $8,418,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $99,700 |
Total interest from all sources | 2021-12-31 | $18,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,662,509 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,662,509 |
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 | Yes |
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 | $949,012 |
Participant contributions at end of year | 2021-12-31 | $535,066 |
Participant contributions at beginning of year | 2021-12-31 | $281,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $156,495 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $26,202 |
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 | $3,180,010 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,853,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,418,858 |
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 |
Investment advisory and management fees | 2021-12-31 | $97,925 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,653,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,904,279 |
Interest on participant loans | 2021-12-31 | $15,938 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $492,405 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $233,034 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-431,095 |
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 | $1,580,639 |
Employer contributions (assets) at end of year | 2021-12-31 | $173,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $682,178 |
Contract administrator fees | 2021-12-31 | $1,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2021-12-31 | 953288054 |
2020 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2020 401k financial data |
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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 | $2,325,869 |
Total of all expenses incurred | 2020-12-31 | $553,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $484,933 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $18,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,302,393 |
Value of total assets at end of year | 2020-12-31 | $8,418,858 |
Value of total assets at beginning of year | 2020-12-31 | $6,646,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $50,973 |
Total interest from all sources | 2020-12-31 | $248,136 |
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 | $778,074 |
Participant contributions at end of year | 2020-12-31 | $281,545 |
Participant contributions at beginning of year | 2020-12-31 | $179,706 |
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 | $1,771,962 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,418,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,646,896 |
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 |
Investment advisory and management fees | 2020-12-31 | $50,973 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,904,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,406,444 |
Interest on participant loans | 2020-12-31 | $12,827 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $235,309 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $233,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $58,653 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $775,340 |
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 | Yes |
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 | $524,319 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,093 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $484,933 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2020-12-31 | 953288054 |
2019 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2019 401k financial data |
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Total liabilities at end 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 | $2,334,418 |
Total of all expenses incurred | 2019-12-31 | $353,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $316,133 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,269,447 |
Value of total assets at end of year | 2019-12-31 | $6,646,896 |
Value of total assets at beginning of year | 2019-12-31 | $4,665,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,960 |
Total interest from all sources | 2019-12-31 | $165,204 |
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 | $747,573 |
Participant contributions at end of year | 2019-12-31 | $179,706 |
Participant contributions at beginning of year | 2019-12-31 | $143,764 |
Participant contributions at beginning of year | 2019-12-31 | $92 |
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 | $1,980,959 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,646,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,665,937 |
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 |
Investment advisory and management fees | 2019-12-31 | $36,960 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,406,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,467,259 |
Interest on participant loans | 2019-12-31 | $8,840 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $156,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $58,653 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $54,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $899,767 |
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 | Yes |
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 | $521,874 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,093 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $316,133 |
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 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2019-12-31 | 953288054 |
2018 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $1,402,904 |
Total of all expenses incurred | 2018-12-31 | $122,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $82,910 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,670,174 |
Value of total assets at end of year | 2018-12-31 | $4,665,937 |
Value of total assets at beginning of year | 2018-12-31 | $3,385,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $38,638 |
Total interest from all sources | 2018-12-31 | $141,716 |
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 | $598,144 |
Participant contributions at end of year | 2018-12-31 | $143,764 |
Participant contributions at beginning of year | 2018-12-31 | $139,367 |
Participant contributions at end of year | 2018-12-31 | $92 |
Participant contributions at beginning of year | 2018-12-31 | $8,085 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $638,098 |
Other income not declared elsewhere | 2018-12-31 | $930 |
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 | $1,280,670 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,665,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,385,267 |
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 |
Investment advisory and management fees | 2018-12-31 | $38,638 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,467,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,224,251 |
Interest on participant loans | 2018-12-31 | $7,270 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $134,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $54,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-409,916 |
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 | Yes |
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 | $433,932 |
Employer contributions (assets) at end of year | 2018-12-31 | $295 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $82,910 |
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 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2018-12-31 | 953288054 |
2017 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,274,131 |
Total of all expenses incurred | 2017-12-31 | $241,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $210,545 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,291 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $833,602 |
Value of total assets at end of year | 2017-12-31 | $3,385,267 |
Value of total assets at beginning of year | 2017-12-31 | $2,352,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,600 |
Total interest from all sources | 2017-12-31 | $75,968 |
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 | $444,136 |
Participant contributions at end of year | 2017-12-31 | $139,367 |
Participant contributions at beginning of year | 2017-12-31 | $118,491 |
Participant contributions at end of year | 2017-12-31 | $8,085 |
Participant contributions at beginning of year | 2017-12-31 | $22,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $36,154 |
Other income not declared elsewhere | 2017-12-31 | $1,040 |
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 | $1,032,695 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,385,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,352,572 |
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 |
Investment advisory and management fees | 2017-12-31 | $25,225 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,224,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,153,379 |
Interest on participant loans | 2017-12-31 | $5,392 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $70,576 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,056 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $45,023 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $363,521 |
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 | Yes |
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 | $353,312 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,508 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $13,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $210,545 |
Contract administrator fees | 2017-12-31 | $375 |
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 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2017-12-31 | 953288054 |
2016 : 20/20 PLUMBING & HEATING, INC. 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,193,933 |
Total of all expenses incurred | 2016-12-31 | $272,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $262,015 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,017,150 |
Value of total assets at end of year | 2016-12-31 | $2,352,572 |
Value of total assets at beginning of year | 2016-12-31 | $1,430,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,084 |
Total interest from all sources | 2016-12-31 | $56,868 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $423,145 |
Participant contributions at end of year | 2016-12-31 | $22,608 |
Participant contributions at beginning of year | 2016-12-31 | $54,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $253,303 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $118,491 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $100,872 |
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 | $921,834 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,352,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,430,738 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,153,379 |
Interest on participant loans | 2016-12-31 | $4,698 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $52,170 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $45,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,268,558 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $119,915 |
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 | Yes |
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 | $340,702 |
Employer contributions (assets) at end of year | 2016-12-31 | $13,071 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $6,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $262,015 |
Contract administrator fees | 2016-12-31 | $10,084 |
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 | ROORDA, PIQUET & BESSEE, CPAS |
Accountancy firm EIN | 2016-12-31 | 330252865 |