401k Plan data: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. plan

PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 401k Plan overview

Plan Name	PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.
Plan identification number	001

PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

HAGAN & OLIVER SHEET METAL CO., INC has sponsored the creation of one or more 401k plans.

Company Name: HAGAN & OLIVER SHEET METAL CO., INC

Employer identification number (EIN): 581182433

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JAMES OLIVER
001 2015-01-01 JAMES OLIVER
001 2014-01-01 LISA S. CROSS
001 2013-01-01 JAMES OLIVER
001 2012-01-01 JAMES OLIVER
001 2011-01-01 LOWELL W. HAGAN, JR.
001 2009-01-01 LOWELL W. HAGAN, JR.

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	JAMES OLIVER
001	2015-01-01	JAMES OLIVER
001	2014-01-01	LISA S. CROSS
001	2013-01-01	JAMES OLIVER
001	2012-01-01	JAMES OLIVER
001	2011-01-01	LOWELL W. HAGAN, JR.
001	2009-01-01	LOWELL W. HAGAN, JR.

Plan Statistics for PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.

Measure Date Value
2016: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.

Measure	Date	Value
2016 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2016 401k financial data
Total income from all sources	2016-06-30	$0
Expenses. Total of all expenses incurred	2016-06-30	$12,488
Benefits paid (including direct rollovers)	2016-06-30	$12,488
Total plan assets at end of year	2016-06-30	$0
Total plan assets at beginning of year	2016-06-30	$12,488
Value of fidelity bond covering the plan	2016-06-30	$30,000
Net income (gross income less expenses)	2016-06-30	$-12,488
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$12,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2015 401k financial data
Total income from all sources	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$12,488
Total plan assets at beginning of year	2015-12-31	$12,488
Value of fidelity bond covering the plan	2015-12-31	$30,000
Net income (gross income less expenses)	2015-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,488
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,488
2014 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$11
Total plan assets at end of year	2014-12-31	$12,488
Total plan assets at beginning of year	2014-12-31	$12,499
Value of fidelity bond covering the plan	2014-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$11
Net income (gross income less expenses)	2014-12-31	$-11
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,488
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,499
2013 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$114
Total income from all sources	2013-12-31	$14,163
Expenses. Total of all expenses incurred	2013-12-31	$100,430
Benefits paid (including direct rollovers)	2013-12-31	$99,766
Total plan assets at end of year	2013-12-31	$12,499
Total plan assets at beginning of year	2013-12-31	$98,880
Value of fidelity bond covering the plan	2013-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$664
Other income received	2013-12-31	$14,163
Net income (gross income less expenses)	2013-12-31	$-86,267
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,499
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$98,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$114
Total income from all sources	2012-12-31	$24,261
Expenses. Total of all expenses incurred	2012-12-31	$59,461
Benefits paid (including direct rollovers)	2012-12-31	$59,064
Total plan assets at end of year	2012-12-31	$98,880
Total plan assets at beginning of year	2012-12-31	$133,966
Value of fidelity bond covering the plan	2012-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$397
Other income received	2012-12-31	$24,261
Net income (gross income less expenses)	2012-12-31	$-35,200
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$98,766
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$133,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2011 401k financial data
Total income from all sources	2011-12-31	$-1,747
Expenses. Total of all expenses incurred	2011-12-31	$24,734
Benefits paid (including direct rollovers)	2011-12-31	$24,620
Total plan assets at end of year	2011-12-31	$133,966
Total plan assets at beginning of year	2011-12-31	$160,447
Value of fidelity bond covering the plan	2011-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$114
Other income received	2011-12-31	$-1,747
Net income (gross income less expenses)	2011-12-31	$-26,481
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$133,966
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$160,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2010 401k financial data
Total income from all sources	2010-12-31	$14,095
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$160,447
Total plan assets at beginning of year	2010-12-31	$146,352
Value of fidelity bond covering the plan	2010-12-31	$30,000
Other income received	2010-12-31	$14,095
Net income (gross income less expenses)	2010-12-31	$14,095
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$160,447
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$146,352
2009 : PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO.

2016: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN & TRUST OF HAGAN & OLIVER SHEET METAL CO. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAGAN & OLIVER SHEET METAL CO., INC
Employer identification number (EIN):	581182433
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors