401k Plan data: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN plan

R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
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

R & R REFRIGERATION AND AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name: R & R REFRIGERATION AND AIR CONDITIONING, INC.

Employer identification number (EIN): 770316235

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 CHARLES WHITE
002 2013-01-01 CINDY FAIRFIELD
002 2012-01-01 CINDY FAIRFIELD
002 2011-01-01 CINDY FAIRFIELD CINDY FAIRFIELD 2012-09-26
002 2010-01-01 CINDY FAIRFIELD CINDY FAIRFIELD 2012-03-02
002 2009-01-01 CINDY FAIRFIELD CINDY FAIRFIELD 2012-03-02
002 2008-01-01 CINDY FAIRFIELD CINDY FAIRFIELD 2012-02-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	CHARLES WHITE
002	2013-01-01	CINDY FAIRFIELD
002	2012-01-01	CINDY FAIRFIELD
002	2011-01-01	CINDY FAIRFIELD	CINDY FAIRFIELD	2012-09-26
002	2010-01-01	CINDY FAIRFIELD	CINDY FAIRFIELD	2012-03-02
002	2009-01-01	CINDY FAIRFIELD	CINDY FAIRFIELD	2012-03-02
002	2008-01-01	CINDY FAIRFIELD	CINDY FAIRFIELD	2012-02-06

Plan Statistics for R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 11
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 6
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2008: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 21
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 5
Total of all active and inactive participants 2008-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 26
Number of participants with account balances 2008-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 5

Measure	Date	Value
2014: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	11
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	6
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2008: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	21
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	5
Total of all active and inactive participants	2008-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	26
Number of participants with account balances	2008-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	5

Financial Data on R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2014 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$127,383
Benefits paid (including direct rollovers)	2014-12-31	$127,383
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$127,383
Value of fidelity bond covering the plan	2014-12-31	$20,000
Net income (gross income less expenses)	2014-12-31	$-127,383
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$127,383
Assets. Value of employer securities	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$58,879
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$127,383
Total plan assets at beginning of year	2013-12-31	$68,504
Value of fidelity bond covering the plan	2013-12-31	$20,000
Other income received	2013-12-31	$58,879
Net income (gross income less expenses)	2013-12-31	$58,879
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$127,383
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$68,504
Assets. Value of employer securities	2013-12-31	$127,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$68,504
Total plan assets at beginning of year	2012-12-31	$68,504
Value of fidelity bond covering the plan	2012-12-31	$10,000
Assets. Value of loans (other than to participants)	2012-12-31	$63,258
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$68,504
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$68,504
Assets. Value of employer securities	2012-12-31	$5,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$0
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$68,504
Total plan assets at beginning of year	2011-12-31	$68,504
Value of fidelity bond covering the plan	2011-12-31	$10,000
Assets. Value of loans (other than to participants)	2011-12-31	$63,258
Net income (gross income less expenses)	2011-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$68,504
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$68,504
Assets. Value of employer securities	2011-12-31	$5,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-796
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$68,504
Total plan assets at beginning of year	2010-12-31	$69,300
Value of fidelity bond covering the plan	2010-12-31	$10,000
Assets. Value of loans (other than to participants)	2010-12-31	$63,258
Other income received	2010-12-31	$-796
Net income (gross income less expenses)	2010-12-31	$-796
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$68,504
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$69,300
Assets. Value of employer securities	2010-12-31	$5,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-109,094
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$70,877
Total plan assets at beginning of year	2008-12-31	$179,971
Other income received	2008-12-31	$-109,094
Net income (gross income less expenses)	2008-12-31	$-109,094
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$70,877
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$179,971
Assets. Value of employer securities	2008-12-31	$7,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN

2014: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP 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	Yes
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: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP 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
2012: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: R & R REFRIGERATION & AIR CONDITIONING INC EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	R & R REFRIGERATION AND AIR CONDITIONING, INC.
Employer identification number (EIN):	770316235
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services