401k Plan data: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST plan

NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 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

NORTHEAST FLORIDA HEATING AND has sponsored the creation of one or more 401k plans.

Company Name: NORTHEAST FLORIDA HEATING AND

Employer identification number (EIN): 592806020

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 FAY MERCER 2024-09-26
002 2022-01-01 FAY MERCER 2023-06-23
002 2021-01-01 FAY 2022-07-29
002 2020-01-01 FAY 2021-07-08
002 2019-01-01 FAY MERCER 2020-04-27
002 2018-01-01 FAY 2019-03-26
002 2017-01-01 FAY MERCER 2018-05-12
002 2016-01-01 FAY MERCER 2017-05-21
002 2015-01-01 FAY MERCER 2016-05-20
002 2014-01-01 FAY MERCER 2015-05-28
002 2013-01-01 FAY M 2014-06-20
002 2012-01-01 NORTHEAST FLORIDA HEATING 2014-06-20
002 2011-01-01 NORTHEAST FLORIDA HEATING 2012-07-20
002 2010-01-01 NORTHEAST FLORIDA HEATING 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	FAY MERCER	2024-09-26
002	2022-01-01	FAY MERCER	2023-06-23
002	2021-01-01	FAY	2022-07-29
002	2020-01-01	FAY	2021-07-08
002	2019-01-01	FAY MERCER	2020-04-27
002	2018-01-01	FAY	2019-03-26
002	2017-01-01	FAY MERCER	2018-05-12
002	2016-01-01	FAY MERCER	2017-05-21
002	2015-01-01	FAY MERCER	2016-05-20
002	2014-01-01	FAY MERCER	2015-05-28
002	2013-01-01	FAY M	2014-06-20
002	2012-01-01	NORTHEAST FLORIDA HEATING	2014-06-20
002	2011-01-01	NORTHEAST FLORIDA HEATING	2012-07-20
002	2010-01-01	NORTHEAST FLORIDA HEATING	2011-05-17

Plan Statistics for NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-07-03 28
Total number of particpants at end of year 2025-07-03 31
Number of Participants With Account Balances 2025-07-03 25
2024: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-09-26 22
Total number of particpants at end of year 2024-09-26 22
Number of Participants With Account Balances 2024-09-26 21
2022: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-07-29 27
Total number of particpants at end of year 2022-07-29 31
Number of Participants With Account Balances 2022-07-29 23

Measure	Date	Value
2025: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-07-03	28
Total number of particpants at end of year	2025-07-03	31
Number of Participants With Account Balances	2025-07-03	25
2024: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-09-26	22
Total number of particpants at end of year	2024-09-26	22
Number of Participants With Account Balances	2024-09-26	21
2022: NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-07-29	27
Total number of particpants at end of year	2022-07-29	31
Number of Participants With Account Balances	2022-07-29	23

Financial Data on NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-03	241870
Net assets as of the end of the plan year	2025-07-03	1503030
Total assets as of the beginning of the plan year	2025-07-03	1437726
Value of plan covered by a fidelity bond	2025-07-03	144000
Participant contributions to plan in this plan year	2025-07-03	88684
Value of participant loans at end of plan year	2025-07-03	0
Other income to plan in this plan year	2025-07-03	178462
Plan net income in this plan year	2025-07-03	65304
Net assets as of the end of the plan year	2025-07-03	1503030
Net assets as of the beginning of the plan year	2025-07-03	1437726
Employer contributions to plan in this plan year	2025-07-03	40028
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-03	7419
2024 : NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-26	29487
Net assets as of the end of the plan year	2024-09-26	1437726
Total assets as of the beginning of the plan year	2024-09-26	1144972
Value of plan covered by a fidelity bond	2024-09-26	115000
Participant contributions to plan in this plan year	2024-09-26	73286
Value of participant loans at end of plan year	2024-09-26	2466
Other income to plan in this plan year	2024-09-26	209786
Plan net income in this plan year	2024-09-26	292754
Net assets as of the end of the plan year	2024-09-26	1437726
Net assets as of the beginning of the plan year	2024-09-26	1144972
Employer contributions to plan in this plan year	2024-09-26	39169
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-26	6084
2022 : NORTHEAST FLORIDA HEATING AND 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-29	0
Total liabilities as of the end of the plan year	2022-07-29	0
Total liabilities as of the beginning of the plan year	2022-07-29	0
Total expenses incurred by plan in this plan year	2022-07-29	9137
Net assets as of the end of the plan year	2022-07-29	1225433
Total assets as of the beginning of the plan year	2022-07-29	948486
Value of plan covered by a fidelity bond	2022-07-29	94849
Participant contributions to plan in this plan year	2022-07-29	73860
Value of participant loans at end of plan year	2022-07-29	21140
Other expenses paid from plan in this plan year	2022-07-29	0
Other contributions to plan in this plan year	2022-07-29	0
Other income to plan in this plan year	2022-07-29	176090
Plan net income in this plan year	2022-07-29	276947
Net assets as of the end of the plan year	2022-07-29	1225433
Net assets as of the beginning of the plan year	2022-07-29	948486
Employer contributions to plan in this plan year	2022-07-29	36134
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-29	9137

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Company Name:	NORTHEAST FLORIDA HEATING AND
Employer identification number (EIN):	592806020
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors