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P & D MECHANICAL RETIREMENT PLAN 401k Plan overview

Plan NameP & D MECHANICAL RETIREMENT PLAN
Plan identification number 001

P & D MECHANICAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 & D MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:P & D MECHANICAL, INC.
Employer identification number (EIN):731631459
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & D MECHANICAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PHILLIP M. WARZECHA2023-03-22
0012021-01-01PHILLIP M. WARZECHA2022-05-27
0012020-01-01PHILLIP M. WARZECHA2021-04-06
0012019-01-01PHILLIP M. WARZECHA2020-02-21
0012018-01-01PHILLIP M. WARZECHA2019-03-22
0012017-01-01PHILLIP M. WARZECHA2018-03-06
0012016-01-01PHILLIP M. WARZECHA2017-02-24
0012015-01-01PHILLIP M. WARZECHA2016-04-04
0012014-01-01PHILLIP M. WARZECHA
0012013-01-01PHILLIP M. WARZECHA
0012012-01-01PHILLIP M. WARZECHA
0012011-01-01PHILLIP M. WARZECHA
0012009-01-01PHILLIP M. WARZECHA

Plan Statistics for P & D MECHANICAL RETIREMENT PLAN

401k plan membership statisitcs for P & D MECHANICAL RETIREMENT PLAN

Measure Date Value
2014: P & D MECHANICAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: P & D MECHANICAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: P & D MECHANICAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: P & D MECHANICAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: P & D MECHANICAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on P & D MECHANICAL RETIREMENT PLAN

Measure Date Value
2014 : P & D MECHANICAL RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$41,248
Expenses. Total of all expenses incurred2014-12-31$18,950
Benefits paid (including direct rollovers)2014-12-31$18,950
Total plan assets at end of year2014-12-31$352,004
Total plan assets at beginning of year2014-12-31$329,706
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$17,500
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$12,333
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$22,298
Net plan assets at end of year (total assets less liabilities)2014-12-31$352,004
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$329,706
Total contributions received or receivable from employer(s)2014-12-31$11,415
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : P & D MECHANICAL RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$61,822
Expenses. Total of all expenses incurred2013-12-31$14,985
Benefits paid (including direct rollovers)2013-12-31$14,985
Total plan assets at end of year2013-12-31$329,706
Total plan assets at beginning of year2013-12-31$282,869
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$17,500
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$38,026
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$46,837
Net plan assets at end of year (total assets less liabilities)2013-12-31$329,706
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$282,869
Total contributions received or receivable from employer(s)2013-12-31$6,296
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : P & D MECHANICAL RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$41,903
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$282,869
Total plan assets at beginning of year2012-12-31$240,966
Total contributions received or receivable from participants2012-12-31$17,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$17,321
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$41,903
Net plan assets at end of year (total assets less liabilities)2012-12-31$282,869
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$240,966
Total contributions received or receivable from employer(s)2012-12-31$7,582
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : P & D MECHANICAL RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$21,782
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$240,966
Total plan assets at beginning of year2011-12-31$219,184
Total contributions received or receivable from participants2011-12-31$16,500
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,826
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$21,782
Net plan assets at end of year (total assets less liabilities)2011-12-31$240,966
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$219,184
Total contributions received or receivable from employer(s)2011-12-31$8,108
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : P & D MECHANICAL RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$41,667
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$219,184
Total plan assets at beginning of year2010-12-31$177,517
Total contributions received or receivable from participants2010-12-31$16,500
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$15,925
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$41,667
Net plan assets at end of year (total assets less liabilities)2010-12-31$219,184
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$177,517
Total contributions received or receivable from employer(s)2010-12-31$9,242
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for P & D MECHANICAL RETIREMENT PLAN

2014: P & D MECHANICAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: P & D MECHANICAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: P & D MECHANICAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: P & D MECHANICAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: P & D MECHANICAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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