401k Plan data: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 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.
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

TRIAD MECHANICAL COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRIAD MECHANICAL COMPANY, INC.

Employer identification number (EIN): 582033839

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

Additional information about TRIAD MECHANICAL COMPANY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-01-30

Company Identification Number: 0801543310

Legal Registered Office Address: 393 SWANSON DR

LAWRENCEVILLE
United States of America (USA)
30043

More information about TRIAD MECHANICAL COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BAXTER CARBINE, II 2023-10-13
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BAXTER CARBINE BAXTER CARBINE 2019-03-25
001 2017-01-01 BAXTER CARBINE BAXTER CARBINE 2018-06-06
001 2016-01-01 BAXTER CARBINE BAXTER CARBINE 2017-09-22
001 2015-01-01 BAXTER CARBINE BAXTER CARBINE 2016-05-10
001 2014-01-01 BAXTER CARBINE BAXTER CARBINE 2015-09-21
001 2013-01-01 LENORA C. WILSON
001 2012-01-01 LENORA C. WILSON
001 2011-01-01 LENORA C. WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BAXTER CARBINE, II	2023-10-13
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BAXTER CARBINE		BAXTER CARBINE	2019-03-25
001	2017-01-01	BAXTER CARBINE		BAXTER CARBINE	2018-06-06
001	2016-01-01	BAXTER CARBINE		BAXTER CARBINE	2017-09-22
001	2015-01-01	BAXTER CARBINE		BAXTER CARBINE	2016-05-10
001	2014-01-01	BAXTER CARBINE		BAXTER CARBINE	2015-09-21
001	2013-01-01	LENORA C. WILSON
001	2012-01-01	LENORA C. WILSON
001	2011-01-01	LENORA C. WILSON

Plan Statistics for TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 120
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 143
Number of participants with account balances 2022-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 115
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 136
Total participants 2020-01-01 136
Number of participants with account balances 2020-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 79
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 101
Total participants 2019-01-01 101
Number of participants with account balances 2019-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 76
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 95
Total participants 2018-01-01 95
Number of participants with account balances 2018-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 76
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 54
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 77
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 59
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 53
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 52
Number of participants with account balances 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	120
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	143
Number of participants with account balances	2022-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	115
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	136
Total participants	2020-01-01	136
Number of participants with account balances	2020-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	79
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	101
Total participants	2019-01-01	101
Number of participants with account balances	2019-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	76
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	95
Total participants	2018-01-01	95
Number of participants with account balances	2018-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	76
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	54
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	77
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	59
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	53
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	52
Number of participants with account balances	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : TRIAD MECHANICAL COMPANY, 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	$287,271
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$248,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$181,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$650,086
Value of total assets at end of year	2022-12-31	$4,303,442
Value of total assets at beginning of year	2022-12-31	$4,264,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,515
Total interest from all sources	2022-12-31	$6,529
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	$424,106
Participant contributions at end of year	2022-12-31	$80,388
Participant contributions at beginning of year	2022-12-31	$138,131
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$14,850
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	$39,030
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,303,442
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,264,412
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,223,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,991,321
Interest on participant loans	2022-12-31	$6,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$110,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$110,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-369,344
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	$225,980
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$9,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$181,726
Contract administrator fees	2022-12-31	$66,515
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	WILSON LEWIS
Accountancy firm EIN	2022-12-31	582466648
2021 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,237,242
Total of all expenses incurred	2021-12-31	$1,276,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,214,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$628,522
Value of total assets at end of year	2021-12-31	$4,264,412
Value of total assets at beginning of year	2021-12-31	$4,303,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$61,816
Total interest from all sources	2021-12-31	$8,757
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$92,790
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	$92,790
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	$403,116
Participant contributions at end of year	2021-12-31	$138,131
Participant contributions at beginning of year	2021-12-31	$146,984
Participant contributions at end of year	2021-12-31	$14,850
Participant contributions at beginning of year	2021-12-31	$13,705
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,005
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	$-38,838
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,264,412
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,303,250
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	$52,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,991,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,049,576
Interest on participant loans	2021-12-31	$8,757
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$110,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$84,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$84,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$507,173
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	$205,401
Employer contributions (assets) at end of year	2021-12-31	$9,864
Employer contributions (assets) at beginning of year	2021-12-31	$8,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,214,264
Contract administrator fees	2021-12-31	$9,083
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	WILSON LEWIS
Accountancy firm EIN	2021-12-31	582466648
2020 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$796,876
Expenses. Total of all expenses incurred	2020-12-31	$578,351
Benefits paid (including direct rollovers)	2020-12-31	$520,329
Total plan assets at end of year	2020-12-31	$4,303,250
Total plan assets at beginning of year	2020-12-31	$4,084,725
Value of fidelity bond covering the plan	2020-12-31	$450,000
Total contributions received or receivable from participants	2020-12-31	$363,703
Expenses. Other expenses not covered elsewhere	2020-12-31	$58,022
Other income received	2020-12-31	$250,887
Net income (gross income less expenses)	2020-12-31	$218,525
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,303,250
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,084,725
Assets. Value of participant loans	2020-12-31	$146,984
Total contributions received or receivable from employer(s)	2020-12-31	$182,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$977,357
Expenses. Total of all expenses incurred	2019-12-31	$140,896
Benefits paid (including direct rollovers)	2019-12-31	$84,478
Total plan assets at end of year	2019-12-31	$4,084,725
Total plan assets at beginning of year	2019-12-31	$3,248,264
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$277,195
Expenses. Other expenses not covered elsewhere	2019-12-31	$56,418
Contributions received from other sources (not participants or employers)	2019-12-31	$19,635
Other income received	2019-12-31	$536,164
Net income (gross income less expenses)	2019-12-31	$836,461
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,084,725
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,248,264
Assets. Value of participant loans	2019-12-31	$193,161
Total contributions received or receivable from employer(s)	2019-12-31	$144,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$77,611
Expenses. Total of all expenses incurred	2018-12-31	$226,669
Benefits paid (including direct rollovers)	2018-12-31	$168,890
Total plan assets at end of year	2018-12-31	$3,248,264
Total plan assets at beginning of year	2018-12-31	$3,397,322
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$252,813
Expenses. Other expenses not covered elsewhere	2018-12-31	$57,779
Other income received	2018-12-31	$-309,634
Net income (gross income less expenses)	2018-12-31	$-149,058
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,248,264
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,397,322
Assets. Value of participant loans	2018-12-31	$135,123
Total contributions received or receivable from employer(s)	2018-12-31	$134,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$7,724
2017 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$649,653
Expenses. Total of all expenses incurred	2017-12-31	$54,382
Benefits paid (including direct rollovers)	2017-12-31	$4,414
Total plan assets at end of year	2017-12-31	$3,397,322
Total plan assets at beginning of year	2017-12-31	$2,802,051
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$202,526
Expenses. Other expenses not covered elsewhere	2017-12-31	$49,968
Other income received	2017-12-31	$339,943
Net income (gross income less expenses)	2017-12-31	$595,271
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,397,322
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,802,051
Assets. Value of participant loans	2017-12-31	$36,759
Total contributions received or receivable from employer(s)	2017-12-31	$107,184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$664,655
Expenses. Total of all expenses incurred	2016-12-31	$86,077
Benefits paid (including direct rollovers)	2016-12-31	$46,213
Total plan assets at end of year	2016-12-31	$2,802,051
Total plan assets at beginning of year	2016-12-31	$2,223,473
Value of fidelity bond covering the plan	2016-12-31	$275,000
Total contributions received or receivable from participants	2016-12-31	$181,312
Expenses. Other expenses not covered elsewhere	2016-12-31	$39,864
Contributions received from other sources (not participants or employers)	2016-12-31	$130,937
Other income received	2016-12-31	$257,686
Net income (gross income less expenses)	2016-12-31	$578,578
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,802,051
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,223,473
Assets. Value of participant loans	2016-12-31	$25,874
Total contributions received or receivable from employer(s)	2016-12-31	$94,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$170,158
Expenses. Total of all expenses incurred	2015-12-31	$39,278
Benefits paid (including direct rollovers)	2015-12-31	$3,718
Total plan assets at end of year	2015-12-31	$2,223,473
Total plan assets at beginning of year	2015-12-31	$2,092,593
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$148,207
Expenses. Other expenses not covered elsewhere	2015-12-31	$35,560
Other income received	2015-12-31	$-43,470
Net income (gross income less expenses)	2015-12-31	$130,880
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,223,473
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,092,593
Assets. Value of participant loans	2015-12-31	$49,310
Total contributions received or receivable from employer(s)	2015-12-31	$65,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$205,647
Expenses. Total of all expenses incurred	2014-12-31	$110,213
Benefits paid (including direct rollovers)	2014-12-31	$76,218
Total plan assets at end of year	2014-12-31	$2,092,593
Total plan assets at beginning of year	2014-12-31	$1,997,159
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$130,866
Expenses. Other expenses not covered elsewhere	2014-12-31	$33,995
Other income received	2014-12-31	$15,754
Net income (gross income less expenses)	2014-12-31	$95,434
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,092,593
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,997,159
Assets. Value of participant loans	2014-12-31	$55,718
Total contributions received or receivable from employer(s)	2014-12-31	$59,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$469,919
Expenses. Total of all expenses incurred	2013-12-31	$37,376
Benefits paid (including direct rollovers)	2013-12-31	$37,376
Total plan assets at end of year	2013-12-31	$1,997,159
Total plan assets at beginning of year	2013-12-31	$1,564,616
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$119,185
Contributions received from other sources (not participants or employers)	2013-12-31	$237
Other income received	2013-12-31	$301,857
Net income (gross income less expenses)	2013-12-31	$432,543
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,997,159
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,564,616
Assets. Value of participant loans	2013-12-31	$19,192
Total contributions received or receivable from employer(s)	2013-12-31	$48,640
2012 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$338,771
Expenses. Total of all expenses incurred	2012-12-31	$67,166
Benefits paid (including direct rollovers)	2012-12-31	$67,166
Total plan assets at end of year	2012-12-31	$1,564,616
Total plan assets at beginning of year	2012-12-31	$1,293,011
Value of fidelity bond covering the plan	2012-12-31	$157,000
Total contributions received or receivable from participants	2012-12-31	$53,267
Other income received	2012-12-31	$156,621
Net income (gross income less expenses)	2012-12-31	$271,605
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,564,616
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,293,011
Assets. Value of participant loans	2012-12-31	$23,841
Total contributions received or receivable from employer(s)	2012-12-31	$128,883
2011 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$77,243
Expenses. Total of all expenses incurred	2011-12-31	$6,353
Benefits paid (including direct rollovers)	2011-12-31	$6,353
Total plan assets at end of year	2011-12-31	$1,293,011
Total plan assets at beginning of year	2011-12-31	$1,222,121
Value of fidelity bond covering the plan	2011-12-31	$130,000
Total contributions received or receivable from participants	2011-12-31	$126,326
Other income received	2011-12-31	$-95,444
Net income (gross income less expenses)	2011-12-31	$70,890
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,293,011
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,222,121
Assets. Value of participant loans	2011-12-31	$14,927
Total contributions received or receivable from employer(s)	2011-12-31	$46,361
2010 : TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$297,077
Expenses. Total of all expenses incurred	2010-12-31	$42,744
Benefits paid (including direct rollovers)	2010-12-31	$42,744
Total plan assets at end of year	2010-12-31	$1,222,121
Total plan assets at beginning of year	2010-12-31	$967,788
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$126,249
Other income received	2010-12-31	$125,050
Net income (gross income less expenses)	2010-12-31	$254,333
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,222,121
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$967,788
Assets. Value of participant loans	2010-12-31	$16,706
Total contributions received or receivable from employer(s)	2010-12-31	$45,778

Form 5500 Responses for TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 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: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 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: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRIAD MECHANICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRIAD MECHANICAL COMPANY, INC.
Employer identification number (EIN):	582033839
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-01-30
Company Identification Number:	0801543310
Legal Registered Office Address:	393 SWANSON DR LAWRENCEVILLE United States of America (USA) 30043