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 THE CONTRACTORS RETIREMENT PLAN
Measure | Date | Value |
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2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-08-31 | $0 |
Total transfer of assets from this plan | 2021-08-31 | $3,254,946 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $0 |
Total income from all sources (including contributions) | 2021-08-31 | $574,311 |
Total loss/gain on sale of assets | 2021-08-31 | $0 |
Total of all expenses incurred | 2021-08-31 | $121,533 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-08-31 | $80,807 |
Expenses. Certain deemed distributions of participant loans | 2021-08-31 | $24,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-08-31 | $343,193 |
Value of total assets at end of year | 2021-08-31 | $0 |
Value of total assets at beginning of year | 2021-08-31 | $2,802,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-08-31 | $16,000 |
Total interest from all sources | 2021-08-31 | $4,273 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-08-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-08-31 | $0 |
Administrative expenses professional fees incurred | 2021-08-31 | $16,000 |
Was this plan covered by a fidelity bond | 2021-08-31 | Yes |
Value of fidelity bond cover | 2021-08-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
Participant contributions at end of year | 2021-08-31 | $0 |
Participant contributions at beginning of year | 2021-08-31 | $200,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Value of net income/loss | 2021-08-31 | $452,778 |
Value of net assets at end of year (total assets less liabilities) | 2021-08-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-08-31 | $2,802,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
Interest on participant loans | 2021-08-31 | $4,273 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-08-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-08-31 | $2,601,499 |
Net gain/loss from 103.12 investment entities | 2021-08-31 | $226,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
Contributions received in cash from employer | 2021-08-31 | $343,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-08-31 | $80,807 |
Did the plan have assets held for investment | 2021-08-31 | 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 | 2021-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-08-31 | Disclaimer |
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
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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 | $1,439,361 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $259,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $225,673 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $30,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,096,449 |
Value of total assets at end of year | 2020-12-31 | $2,802,168 |
Value of total assets at beginning of year | 2020-12-31 | $1,622,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,000 |
Total interest from all sources | 2020-12-31 | $6,511 |
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 |
Administrative expenses professional fees incurred | 2020-12-31 | $3,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $200,000 |
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 |
Participant contributions at end of year | 2020-12-31 | $200,669 |
Participant contributions at beginning of year | 2020-12-31 | $103,636 |
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 | $1,179,809 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,802,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,622,359 |
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 |
Interest on participant loans | 2020-12-31 | $6,511 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $2,601,499 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,518,723 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $336,401 |
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 | $1,096,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $225,673 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2020-12-31 | 464064364 |
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
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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 | $902,132 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $155,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $127,325 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $28,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $711,211 |
Value of total assets at end of year | 2019-12-31 | $1,622,359 |
Value of total assets at beginning of year | 2019-12-31 | $875,603 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $4,178 |
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 | $100,000 |
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 |
Participant contributions at end of year | 2019-12-31 | $103,636 |
Participant contributions at beginning of year | 2019-12-31 | $78,265 |
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 | $746,756 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,622,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $875,603 |
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 |
Interest on participant loans | 2019-12-31 | $4,178 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $1,518,723 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $797,338 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $186,743 |
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 | $711,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $127,325 |
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 | ERICKSON, DEMEL & CO., PLLC |
Accountancy firm EIN | 2019-12-31 | 464064364 |