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20/20 PLUMBING AND HEATING, INC. ESOP 401k Plan overview

Plan Name20/20 PLUMBING AND HEATING, INC. ESOP
Plan identification number 002

20/20 PLUMBING AND HEATING, INC. ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

MECHANICAL HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MECHANICAL HOLDINGS, INC.
Employer identification number (EIN):814532686
NAIC Classification:238900

Additional information about MECHANICAL HOLDINGS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2016-11-10
Company Identification Number: C3961487
Legal Registered Office Address: 25240 Hancock Ave Ste 315

Murrieta
United States of America (USA)
92562

More information about MECHANICAL HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 20/20 PLUMBING AND HEATING, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL MAHONY
0022016-01-01MICHAEL MAHONY

Plan Statistics for 20/20 PLUMBING AND HEATING, INC. ESOP

401k plan membership statisitcs for 20/20 PLUMBING AND HEATING, INC. ESOP

Measure Date Value
2022: 20/20 PLUMBING AND HEATING, INC. ESOP 2022 401k membership
Total participants, beginning-of-year2022-01-011,142
Total number of active participants reported on line 7a of the Form 55002022-01-01650
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01290
Total of all active and inactive participants2022-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01959
Number of participants with account balances2022-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: 20/20 PLUMBING AND HEATING, INC. ESOP 2021 401k membership
Total participants, beginning-of-year2021-01-01943
Total number of active participants reported on line 7a of the Form 55002021-01-01711
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01180
Total of all active and inactive participants2021-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01902
Number of participants with account balances2021-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01114
2020: 20/20 PLUMBING AND HEATING, INC. ESOP 2020 401k membership
Total participants, beginning-of-year2020-01-011,132
Total number of active participants reported on line 7a of the Form 55002020-01-01725
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01835
Number of participants with account balances2020-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01103
2019: 20/20 PLUMBING AND HEATING, INC. ESOP 2019 401k membership
Total participants, beginning-of-year2019-01-01759
Total number of active participants reported on line 7a of the Form 55002019-01-01678
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01757
Number of participants with account balances2019-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0176
2018: 20/20 PLUMBING AND HEATING, INC. ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-01672
Total number of active participants reported on line 7a of the Form 55002018-01-01554
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01597
Number of participants with account balances2018-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0154
2017: 20/20 PLUMBING AND HEATING, INC. ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-01555
Total number of active participants reported on line 7a of the Form 55002017-01-01427
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01427
Number of participants with account balances2017-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01133
2016: 20/20 PLUMBING AND HEATING, INC. ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-01553
Total number of active participants reported on line 7a of the Form 55002016-01-01553
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on 20/20 PLUMBING AND HEATING, INC. ESOP

Measure Date Value
2022 : 20/20 PLUMBING AND HEATING, INC. ESOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,256,000
Total unrealized appreciation/depreciation of assets2022-12-31$-5,256,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,243,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,932,318
Expenses. Interest paid2022-12-31$540,870
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$540,870
Total income from all sources (including contributions)2022-12-31$-2,760,448
Total of all expenses incurred2022-12-31$753,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$212,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,495,552
Value of total assets at end of year2022-12-31$41,596,829
Value of total assets at beginning of year2022-12-31$46,800,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,075
Administrative expenses (other) incurred2022-12-31$41
Total non interest bearing cash at end of year2022-12-31$957,754
Total non interest bearing cash at beginning of year2022-12-31$360,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,514,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,353,546
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,867,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$40,634,000
Assets. Invements in employer securities at beginning of year2022-12-31$45,890,000
Contributions received in cash from employer2022-12-31$2,495,552
Employer contributions (assets) at beginning of year2022-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$212,893
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$22,243,283
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$23,932,318
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2022-12-31953288054
2021 : 20/20 PLUMBING AND HEATING, INC. ESOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,290,000
Total unrealized appreciation/depreciation of assets2021-12-31$4,290,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,932,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,584,024
Expenses. Interest paid2021-12-31$578,199
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$578,199
Total income from all sources (including contributions)2021-12-31$7,069,905
Total of all expenses incurred2021-12-31$678,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$99,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,779,905
Value of total assets at end of year2021-12-31$46,800,116
Value of total assets at beginning of year2021-12-31$42,060,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,575
Total non interest bearing cash at end of year2021-12-31$360,116
Total non interest bearing cash at beginning of year2021-12-31$453,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,391,787
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,867,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,476,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$45,890,000
Assets. Invements in employer securities at beginning of year2021-12-31$41,600,000
Contributions received in cash from employer2021-12-31$2,779,905
Employer contributions (assets) at end of year2021-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$99,919
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$23,932,318
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$25,584,024
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2021-12-31953288054
2020 : 20/20 PLUMBING AND HEATING, INC. ESOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,319,000
Total unrealized appreciation/depreciation of assets2020-12-31$7,319,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,584,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,199,227
Expenses. Interest paid2020-12-31$614,702
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$614,702
Total income from all sources (including contributions)2020-12-31$10,050,066
Total of all expenses incurred2020-12-31$659,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,731,066
Value of total assets at end of year2020-12-31$42,060,035
Value of total assets at beginning of year2020-12-31$34,284,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,575
Total non interest bearing cash at end of year2020-12-31$453,460
Total non interest bearing cash at beginning of year2020-12-31$3,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,390,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,476,011
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,085,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$41,600,000
Assets. Invements in employer securities at beginning of year2020-12-31$34,281,000
Contributions received in cash from employer2020-12-31$2,731,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,541
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$25,584,024
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$27,199,227
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2020-12-31953288054
2019 : 20/20 PLUMBING AND HEATING, INC. ESOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,803,000
Total unrealized appreciation/depreciation of assets2019-12-31$8,803,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,199,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,778,733
Expenses. Interest paid2019-12-31$650,399
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$650,399
Total income from all sources (including contributions)2019-12-31$11,103,066
Total of all expenses incurred2019-12-31$717,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,300,066
Value of total assets at end of year2019-12-31$34,284,415
Value of total assets at beginning of year2019-12-31$25,478,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$15
Total non interest bearing cash at end of year2019-12-31$3,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,385,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,085,188
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-3,300,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$34,281,000
Assets. Invements in employer securities at beginning of year2019-12-31$25,478,000
Contributions received in cash from employer2019-12-31$2,300,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,731
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$27,199,227
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$28,778,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2019-12-31953288054
2018 : 20/20 PLUMBING AND HEATING, INC. ESOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$10,958,226
Total unrealized appreciation/depreciation of assets2018-12-31$10,958,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28,778,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,323,331
Expenses. Interest paid2018-12-31$685,307
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$685,307
Total income from all sources (including contributions)2018-12-31$13,195,407
Total of all expenses incurred2018-12-31$692,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,237,181
Value of total assets at end of year2018-12-31$25,478,000
Value of total assets at beginning of year2018-12-31$14,519,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$12,502,824
Value of net assets at end of year (total assets less liabilities)2018-12-31$-3,300,733
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-15,803,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$25,478,000
Assets. Invements in employer securities at beginning of year2018-12-31$14,519,774
Contributions received in cash from employer2018-12-31$2,237,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,291
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$28,778,733
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$30,323,331
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2018-12-31953288054
2017 : 20/20 PLUMBING AND HEATING, INC. ESOP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,019,774
Total unrealized appreciation/depreciation of assets2017-12-31$9,019,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,323,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,561,400
Expenses. Interest paid2017-12-31$778,269
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$778,269
Total income from all sources (including contributions)2017-12-31$11,753,910
Total of all expenses incurred2017-12-31$778,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,734,136
Value of total assets at end of year2017-12-31$14,519,774
Value of total assets at beginning of year2017-12-31$8,782,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,975,641
Value of net assets at end of year (total assets less liabilities)2017-12-31$-15,803,557
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-26,779,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$14,519,774
Assets. Invements in employer securities at beginning of year2017-12-31$5,500,000
Contributions received in cash from employer2017-12-31$2,734,136
Employer contributions (assets) at beginning of year2017-12-31$3,282,202
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$30,323,331
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$35,561,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2017-12-31953288054
2016 : 20/20 PLUMBING AND HEATING, INC. ESOP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-30,061,400
Total unrealized appreciation/depreciation of assets2016-12-31$-30,061,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,561,400
Total income from all sources (including contributions)2016-12-31$-26,779,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,282,202
Value of total assets at end of year2016-12-31$8,782,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$550,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-26,779,198
Value of net assets at end of year (total assets less liabilities)2016-12-31$-26,779,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$5,500,000
Contributions received in cash from employer2016-12-31$3,282,202
Employer contributions (assets) at end of year2016-12-31$3,282,202
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$35,561,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2016-12-31953288054

Form 5500 Responses for 20/20 PLUMBING AND HEATING, INC. ESOP

2022: 20/20 PLUMBING AND HEATING, INC. ESOP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 20/20 PLUMBING AND HEATING, INC. ESOP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 20/20 PLUMBING AND HEATING, INC. ESOP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 20/20 PLUMBING AND HEATING, INC. ESOP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 20/20 PLUMBING AND HEATING, INC. ESOP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 20/20 PLUMBING AND HEATING, INC. ESOP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 20/20 PLUMBING AND HEATING, INC. ESOP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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