HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN
401k plan membership statisitcs for HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN
Measure | Date | Value |
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2022 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2022 401k financial data |
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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 | $19,725 |
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 | $1,494,736 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,108,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $849,253 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $78,876 |
Value of total corrective distributions | 2022-12-31 | $67,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,842,954 |
Value of total assets at end of year | 2022-12-31 | $10,638,314 |
Value of total assets at beginning of year | 2022-12-31 | $10,232,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $112,943 |
Total interest from all sources | 2022-12-31 | $11,184 |
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 | $1,949,515 |
Participant contributions at end of year | 2022-12-31 | $335,820 |
Participant contributions at beginning of year | 2022-12-31 | $233,545 |
Participant contributions at end of year | 2022-12-31 | $109 |
Participant contributions at beginning of year | 2022-12-31 | $6 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $346,480 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $19,725 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
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 | $386,505 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,618,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,232,084 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,617,075 |
Interest on participant loans | 2022-12-31 | $11,184 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,161,057 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,219,187 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $111,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $150,125 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,359,402 |
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 | $546,959 |
Employer contributions (assets) at end of year | 2022-12-31 | $30,295 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $12,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $849,253 |
Contract administrator fees | 2022-12-31 | $112,943 |
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 | LBMC, P.C. |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,306,750 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $937,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $780,750 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,166 |
Value of total corrective distributions | 2021-12-31 | $62,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,939,016 |
Value of total assets at end of year | 2021-12-31 | $10,232,084 |
Value of total assets at beginning of year | 2021-12-31 | $7,862,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,599 |
Total interest from all sources | 2021-12-31 | $14,501 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | $1,189,719 |
Participant contributions at end of year | 2021-12-31 | $233,545 |
Participant contributions at beginning of year | 2021-12-31 | $208,004 |
Participant contributions at end of year | 2021-12-31 | $6 |
Participant contributions at beginning of year | 2021-12-31 | $682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $372,057 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
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 | $2,369,316 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,232,084 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,862,768 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,617,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,494,120 |
Interest on participant loans | 2021-12-31 | $14,501 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,219,187 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $6,060,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $150,125 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $73,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,353,233 |
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 | Yes |
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 | $377,240 |
Employer contributions (assets) at end of year | 2021-12-31 | $12,146 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $25,884 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $780,750 |
Contract administrator fees | 2021-12-31 | $90,599 |
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 | LBMC, P.C. |
Accountancy firm EIN | 2021-12-31 | 621199757 |
2020 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50,705 |
Total income from all sources (including contributions) | 2020-12-31 | $1,977,884 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,556,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,478,060 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,153,752 |
Value of total assets at end of year | 2020-12-31 | $7,862,768 |
Value of total assets at beginning of year | 2020-12-31 | $7,492,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $78,465 |
Total interest from all sources | 2020-12-31 | $15,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $48,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $48,822 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $842,971 |
Participant contributions at end of year | 2020-12-31 | $208,004 |
Participant contributions at beginning of year | 2020-12-31 | $306,906 |
Participant contributions at end of year | 2020-12-31 | $682 |
Participant contributions at beginning of year | 2020-12-31 | $9,976 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $61,655 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $50,705 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $421,359 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,862,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,441,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,494,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,193,092 |
Interest on participant loans | 2020-12-31 | $15,950 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $6,060,788 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,900,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $73,290 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $78,998 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $759,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $249,126 |
Employer contributions (assets) at end of year | 2020-12-31 | $25,884 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,478,060 |
Contract administrator fees | 2020-12-31 | $78,465 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | LBMC, P.C. |
Accountancy firm EIN | 2020-12-31 | 621199757 |
2019 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,705 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,705 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,890 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,890 |
Total income from all sources (including contributions) | 2019-12-31 | $2,388,125 |
Total income from all sources (including contributions) | 2019-12-31 | $2,388,125 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $940,169 |
Total of all expenses incurred | 2019-12-31 | $940,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $870,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $870,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,165,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,165,744 |
Value of total assets at end of year | 2019-12-31 | $7,492,114 |
Value of total assets at end of year | 2019-12-31 | $7,492,114 |
Value of total assets at beginning of year | 2019-12-31 | $6,039,343 |
Value of total assets at beginning of year | 2019-12-31 | $6,039,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,342 |
Total interest from all sources | 2019-12-31 | $17,698 |
Total interest from all sources | 2019-12-31 | $17,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $40,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $40,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $40,404 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $40,404 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $810,227 |
Contributions received from participants | 2019-12-31 | $810,227 |
Participant contributions at end of year | 2019-12-31 | $306,906 |
Participant contributions at end of year | 2019-12-31 | $306,906 |
Participant contributions at beginning of year | 2019-12-31 | $227,211 |
Participant contributions at beginning of year | 2019-12-31 | $227,211 |
Participant contributions at end of year | 2019-12-31 | $9,976 |
Participant contributions at end of year | 2019-12-31 | $9,976 |
Participant contributions at beginning of year | 2019-12-31 | $9,479 |
Participant contributions at beginning of year | 2019-12-31 | $9,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $163,027 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $163,027 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $50,705 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $50,705 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $45,890 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $45,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,447,956 |
Value of net income/loss | 2019-12-31 | $1,447,956 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,441,409 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,441,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,993,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,993,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,193,092 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,193,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $793,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $793,687 |
Interest on participant loans | 2019-12-31 | $17,698 |
Interest on participant loans | 2019-12-31 | $17,698 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,900,975 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,900,975 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,664,543 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,664,543 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $78,998 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $78,998 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $344,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $344,423 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,164,279 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,164,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $192,490 |
Contributions received in cash from employer | 2019-12-31 | $192,490 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,167 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,167 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $870,827 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $870,827 |
Contract administrator fees | 2019-12-31 | $69,342 |
Contract administrator fees | 2019-12-31 | $69,342 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARCUM, LLP |
Accountancy firm name | 2019-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $45,890 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,588 |
Total income from all sources (including contributions) | 2018-12-31 | $776,249 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $844,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $707,707 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $43,358 |
Value of total corrective distributions | 2018-12-31 | $29,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,137,287 |
Value of total assets at end of year | 2018-12-31 | $6,039,343 |
Value of total assets at beginning of year | 2018-12-31 | $6,075,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $63,309 |
Total interest from all sources | 2018-12-31 | $10,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $55,006 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $55,006 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $897,664 |
Participant contributions at end of year | 2018-12-31 | $9,479 |
Participant contributions at beginning of year | 2018-12-31 | $7,991 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $227,211 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $154,079 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $45,890 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $13,588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-68,090 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,993,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,061,543 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $793,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $660,053 |
Interest on participant loans | 2018-12-31 | $10,735 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,664,543 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,981,679 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $344,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $270,085 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-426,779 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $239,623 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $707,707 |
Contract administrator fees | 2018-12-31 | $63,309 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CPA CONSULTING GROUP, PLLC |
Accountancy firm EIN | 2018-12-31 | 621836110 |
2017 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $13,588 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $44,640 |
Total income from all sources (including contributions) | 2017-12-31 | $2,482,024 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $721,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $582,814 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $73,709 |
Value of total corrective distributions | 2017-12-31 | $13,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,705,375 |
Value of total assets at end of year | 2017-12-31 | $6,075,131 |
Value of total assets at beginning of year | 2017-12-31 | $4,345,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $51,266 |
Total interest from all sources | 2017-12-31 | $7,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $34,904 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $34,904 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $960,404 |
Participant contributions at end of year | 2017-12-31 | $7,991 |
Participant contributions at beginning of year | 2017-12-31 | $2,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $385,871 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $154,079 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $207,873 |
Other income not declared elsewhere | 2017-12-31 | $9,407 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $13,588 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $44,640 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,760,647 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,061,543 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,300,896 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $660,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $7,077 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,981,679 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,072,394 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $270,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $61,145 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $725,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $359,100 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,244 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $582,814 |
Contract administrator fees | 2017-12-31 | $51,266 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CPA CONSULTING GROUP, PLLC |
Accountancy firm EIN | 2017-12-31 | 621836110 |
2016 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $44,640 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $46,824 |
Total income from all sources (including contributions) | 2016-12-31 | $1,491,503 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $498,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $445,881 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,061,807 |
Value of total assets at end of year | 2016-12-31 | $4,345,536 |
Value of total assets at beginning of year | 2016-12-31 | $3,354,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $24,513 |
Total interest from all sources | 2016-12-31 | $8,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,633 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $10,633 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $770,203 |
Participant contributions at end of year | 2016-12-31 | $2,984 |
Participant contributions at beginning of year | 2016-12-31 | $20,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $80,939 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $207,873 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $142,385 |
Other income not declared elsewhere | 2016-12-31 | $4,061 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $44,640 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $46,824 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $993,409 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,300,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,307,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,698,277 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $8,237 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,072,394 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $61,145 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $483,705 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $406,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $210,665 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,140 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $445,881 |
Contract administrator fees | 2016-12-31 | $24,513 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CPA CONSULTING GROUP, PLLC |
Accountancy firm EIN | 2016-12-31 | 621836110 |
2014 : HILLER PLUMBING, HEATING & COOLING COMPANY, INC. 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $43,239 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $822,044 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $125,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $119,513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $691,763 |
Value of total assets at end of year | 2014-12-31 | $2,765,538 |
Value of total assets at beginning of year | 2014-12-31 | $2,026,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,349 |
Total interest from all sources | 2014-12-31 | $8,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $6,285 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $520,102 |
Participant contributions at end of year | 2014-12-31 | $204 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,459 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $94,067 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $88,385 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $43,239 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $696,182 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,722,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,026,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $64 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,297,111 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,642,116 |
Interest on participant loans | 2014-12-31 | $4,028 |
Interest earned on other investments | 2014-12-31 | $4,457 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $372,144 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $290,831 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $121,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $168,202 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,012 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $119,513 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CPA CONSULTING GROUP, PLLC |
Accountancy firm EIN | 2014-12-31 | 621836110 |