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R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN 401k Plan overview

Plan NameR & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN
Plan identification number 001

R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

R&D HEATING AND COOLING has sponsored the creation of one or more 401k plans.

Company Name:R&D HEATING AND COOLING
Employer identification number (EIN):486279153
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANN BUSH2024-05-26
0012022-01-01ANN BUSH2023-05-24
0012021-01-01ANN BUSH2022-05-27
0012020-01-01ANN BUSH2021-07-09
0012019-02-01ANN BUSH2021-04-23
0012019-02-01ANN BUSH2021-05-04

Plan Statistics for R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN

401k plan membership statisitcs for R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN

Measure Date Value
2025: R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-229
Total number of particpants at end of year2025-05-228
Number of Participants With Account Balances2025-05-228
2024: R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-269
Total number of particpants at end of year2024-05-268
Number of Participants With Account Balances2024-05-268

Financial Data on R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN

Measure Date Value
2025 : R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-220
Net assets as of the end of the plan year2025-05-22341961
Total assets as of the beginning of the plan year2025-05-22270779
Value of plan covered by a fidelity bond2025-05-2228000
Participant contributions to plan in this plan year2025-05-2226906
Other income to plan in this plan year2025-05-2232608
Plan net income in this plan year2025-05-2271182
Net assets as of the end of the plan year2025-05-22341961
Net assets as of the beginning of the plan year2025-05-22270779
Employer contributions to plan in this plan year2025-05-2211668
2024 : R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-260
Net assets as of the end of the plan year2024-05-26270779
Total assets as of the beginning of the plan year2024-05-26188050
Value of plan covered by a fidelity bond2024-05-2619000
Participant contributions to plan in this plan year2024-05-2633394
Other income to plan in this plan year2024-05-2635118
Plan net income in this plan year2024-05-2682729
Net assets as of the end of the plan year2024-05-26270779
Net assets as of the beginning of the plan year2024-05-26188050
Employer contributions to plan in this plan year2024-05-2614217

Potentially related plans

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