401k Plan data: P & M MECHANICAL, INC. 401(K) PLAN plan

P & M MECHANICAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	P & M MECHANICAL, INC. 401(K) PLAN
Plan identification number	002

P & M MECHANICAL, INC. 401(K) 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.
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

P & M MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: P & M MECHANICAL, INC.

Employer identification number (EIN): 631041289

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

Additional information about P & M MECHANICAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2005-11-29

Company Identification Number: P05000156733

Legal Registered Office Address: 340 STERLING DRIVE, SE

WINTER HAVEN

33884

More information about P & M MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & M MECHANICAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 JANN GORDON
002 2015-01-01 JANN GORDON
002 2014-01-01 JANN GORDON
002 2013-01-01 JANN GORDON
002 2011-01-01 JANN GORDON
002 2009-01-01 JANN GORDON

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	JANN GORDON
002	2015-01-01	JANN GORDON
002	2014-01-01	JANN GORDON
002	2013-01-01	JANN GORDON
002	2011-01-01	JANN GORDON
002	2009-01-01	JANN GORDON

Plan Statistics for P & M MECHANICAL, INC. 401(K) PLAN

401k plan membership statisitcs for P & M MECHANICAL, INC. 401(K) PLAN

Measure Date Value
2016: P & M MECHANICAL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 63
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: P & M MECHANICAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
Number of retired or separated participants receiving benefits 2015-01-01 0
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 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 63
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: P & M MECHANICAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 64
Number of retired or separated participants receiving benefits 2014-01-01 0
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 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 64
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: P & M MECHANICAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
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 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 62
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: P & M MECHANICAL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 65
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 0
Total of all active and inactive participants 2011-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: P & M MECHANICAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 73
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 0
Total of all active and inactive participants 2009-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 73
Number of participants with account balances 2009-01-01 5
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: P & M MECHANICAL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	63
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: P & M MECHANICAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
Number of retired or separated participants receiving benefits	2015-01-01	0
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	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	63
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: P & M MECHANICAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	64
Number of retired or separated participants receiving benefits	2014-01-01	0
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	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	64
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: P & M MECHANICAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
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	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	62
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: P & M MECHANICAL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	65
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	0
Total of all active and inactive participants	2011-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: P & M MECHANICAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	73
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	0
Total of all active and inactive participants	2009-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	73
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on P & M MECHANICAL, INC. 401(K) PLAN

Measure	Date	Value
2016 : P & M MECHANICAL, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-13	$0
Total plan liabilities at end of year	2016-12-13	$0
Total plan liabilities at beginning of year	2016-12-13	$0
Total income from all sources	2016-12-13	$5,371
Expenses. Total of all expenses incurred	2016-12-13	$37,361
Benefits paid (including direct rollovers)	2016-12-13	$37,106
Total plan assets at end of year	2016-12-13	$0
Total plan assets at beginning of year	2016-12-13	$31,990
Value of fidelity bond covering the plan	2016-12-13	$10,000
Total contributions received or receivable from participants	2016-12-13	$3,852
Expenses. Other expenses not covered elsewhere	2016-12-13	$0
Contributions received from other sources (not participants or employers)	2016-12-13	$0
Other income received	2016-12-13	$1,519
Noncash contributions received	2016-12-13	$0
Net income (gross income less expenses)	2016-12-13	$-31,990
Net plan assets at end of year (total assets less liabilities)	2016-12-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-13	$31,990
Total contributions received or receivable from employer(s)	2016-12-13	$0
Value of certain deemed distributions of participant loans	2016-12-13	$0
Value of corrective distributions	2016-12-13	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-13	$255
2015 : P & M MECHANICAL, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$4,643
Expenses. Total of all expenses incurred	2015-12-31	$1,945
Benefits paid (including direct rollovers)	2015-12-31	$1,800
Total plan assets at end of year	2015-12-31	$31,990
Total plan assets at beginning of year	2015-12-31	$29,292
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$4,461
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$182
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$2,698
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$31,990
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$29,292
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$145
2014 : P & M MECHANICAL, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,437
Expenses. Total of all expenses incurred	2014-12-31	$1,075
Benefits paid (including direct rollovers)	2014-12-31	$930
Total plan assets at end of year	2014-12-31	$29,292
Total plan assets at beginning of year	2014-12-31	$27,930
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$1,396
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,041
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,362
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$29,292
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$27,930
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$145
2013 : P & M MECHANICAL, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$9,102
Expenses. Total of all expenses incurred	2013-12-31	$2,320
Benefits paid (including direct rollovers)	2013-12-31	$2,200
Total plan assets at end of year	2013-12-31	$27,930
Total plan assets at beginning of year	2013-12-31	$21,148
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$3,130
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$5,972
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$6,782
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$27,930
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$21,148
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$120
2011 : P & M MECHANICAL, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$2,983
Expenses. Total of all expenses incurred	2011-12-31	$2,175
Benefits paid (including direct rollovers)	2011-12-31	$2,000
Total plan assets at end of year	2011-12-31	$22,374
Total plan assets at beginning of year	2011-12-31	$21,566
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$5,708
Other income received	2011-12-31	$-2,725
Net income (gross income less expenses)	2011-12-31	$808
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$22,374
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$21,566
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : P & M MECHANICAL, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,159
Expenses. Total of all expenses incurred	2010-12-31	$11,675
Benefits paid (including direct rollovers)	2010-12-31	$11,500
Total plan assets at end of year	2010-12-31	$21,566
Total plan assets at beginning of year	2010-12-31	$22,082
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$7,801
Other income received	2010-12-31	$3,358
Net income (gross income less expenses)	2010-12-31	$-516
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,566
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$22,082
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for P & M MECHANICAL, INC. 401(K) PLAN

2016: P & M MECHANICAL, INC. 401(K) 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	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: P & M MECHANICAL, INC. 401(K) 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: P & M MECHANICAL, INC. 401(K) 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: P & M MECHANICAL, INC. 401(K) PLAN 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
2011: P & M MECHANICAL, INC. 401(K) PLAN 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: P & M MECHANICAL, INC. 401(K) PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	P & M MECHANICAL, INC.
Employer identification number (EIN):	631041289
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2005-11-29
Company Identification Number:	P05000156733
Legal Registered Office Address:	340 STERLING DRIVE, SE WINTER HAVEN 33884