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Plan Name | 20/20 PLUMBING AND HEATING, INC. ESOP |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | MICHAEL MAHONY | |||
002 | 2016-01-01 | MICHAEL MAHONY |
Measure | Date | Value |
---|---|---|
2022: 20/20 PLUMBING AND HEATING, INC. ESOP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,142 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 650 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 290 |
Total of all active and inactive participants | 2022-01-01 | 955 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 959 |
Number of participants with account balances | 2022-01-01 | 958 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 138 |
2021: 20/20 PLUMBING AND HEATING, INC. ESOP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 943 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 711 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 180 |
Total of all active and inactive participants | 2021-01-01 | 898 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 902 |
Number of participants with account balances | 2021-01-01 | 893 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 114 |
2020: 20/20 PLUMBING AND HEATING, INC. ESOP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,132 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 725 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 110 |
Total of all active and inactive participants | 2020-01-01 | 835 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 835 |
Number of participants with account balances | 2020-01-01 | 800 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 103 |
2019: 20/20 PLUMBING AND HEATING, INC. ESOP 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 678 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 79 |
Total of all active and inactive participants | 2019-01-01 | 757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 757 |
Number of participants with account balances | 2019-01-01 | 734 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 76 |
2018: 20/20 PLUMBING AND HEATING, INC. ESOP 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 672 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 554 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 41 |
Total of all active and inactive participants | 2018-01-01 | 595 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 597 |
Number of participants with account balances | 2018-01-01 | 577 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 54 |
2017: 20/20 PLUMBING AND HEATING, INC. ESOP 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 555 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 427 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 427 |
Number of participants with account balances | 2017-01-01 | 440 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 133 |
2016: 20/20 PLUMBING AND HEATING, INC. ESOP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 553 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 553 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 553 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 553 |
Number of participants with account balances | 2016-01-01 | 553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : 20/20 PLUMBING AND HEATING, INC. ESOP 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-5,256,000 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 paid | 2022-12-31 | $540,870 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $540,870 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,760,448 |
Total of all expenses incurred | 2022-12-31 | $753,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $41,596,829 |
Value of total assets at beginning of year | 2022-12-31 | $46,800,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41 |
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 | $1,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $5,075 |
Administrative expenses (other) incurred | 2022-12-31 | $41 |
Total non interest bearing cash at end of year | 2022-12-31 | $957,754 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $40,634,000 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $45,890,000 |
Contributions received in cash from employer | 2022-12-31 | $2,495,552 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $550,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $212,893 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $22,243,283 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $23,932,318 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2022-12-31 | 953288054 |
2021 : 20/20 PLUMBING AND HEATING, INC. ESOP 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,290,000 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 paid | 2021-12-31 | $578,199 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $578,199 |
Total income from all sources (including contributions) | 2021-12-31 | $7,069,905 |
Total of all expenses incurred | 2021-12-31 | $678,118 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $46,800,116 |
Value of total assets at beginning of year | 2021-12-31 | $42,060,035 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $6,575 |
Total non interest bearing cash at end of year | 2021-12-31 | $360,116 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $45,890,000 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $41,600,000 |
Contributions received in cash from employer | 2021-12-31 | $2,779,905 |
Employer contributions (assets) at end of year | 2021-12-31 | $550,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $99,919 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $23,932,318 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $25,584,024 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2021-12-31 | 953288054 |
2020 : 20/20 PLUMBING AND HEATING, INC. ESOP 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,319,000 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 paid | 2020-12-31 | $614,702 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $614,702 |
Total income from all sources (including contributions) | 2020-12-31 | $10,050,066 |
Total of all expenses incurred | 2020-12-31 | $659,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $42,060,035 |
Value of total assets at beginning of year | 2020-12-31 | $34,284,415 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $6,575 |
Total non interest bearing cash at end of year | 2020-12-31 | $453,460 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $41,600,000 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $34,281,000 |
Contributions received in cash from employer | 2020-12-31 | $2,731,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $44,541 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $25,584,024 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $27,199,227 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2020-12-31 | 953288054 |
2019 : 20/20 PLUMBING AND HEATING, INC. ESOP 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $8,803,000 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 paid | 2019-12-31 | $650,399 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $650,399 |
Total income from all sources (including contributions) | 2019-12-31 | $11,103,066 |
Total of all expenses incurred | 2019-12-31 | $717,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $34,284,415 |
Value of total assets at beginning of year | 2019-12-31 | $25,478,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $15 |
Total non interest bearing cash at end of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $34,281,000 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $25,478,000 |
Contributions received in cash from employer | 2019-12-31 | $2,300,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $66,731 |
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 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $27,199,227 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $28,778,733 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2019-12-31 | 953288054 |
2018 : 20/20 PLUMBING AND HEATING, INC. ESOP 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $10,958,226 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 paid | 2018-12-31 | $685,307 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $685,307 |
Total income from all sources (including contributions) | 2018-12-31 | $13,195,407 |
Total of all expenses incurred | 2018-12-31 | $692,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $25,478,000 |
Value of total assets at beginning of year | 2018-12-31 | $14,519,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $985 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | 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 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $25,478,000 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $14,519,774 |
Contributions received in cash from employer | 2018-12-31 | $2,237,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,291 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $28,778,733 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $30,323,331 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2018-12-31 | 953288054 |
2017 : 20/20 PLUMBING AND HEATING, INC. ESOP 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $9,019,774 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 paid | 2017-12-31 | $778,269 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $778,269 |
Total income from all sources (including contributions) | 2017-12-31 | $11,753,910 |
Total of all expenses incurred | 2017-12-31 | $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 year | 2017-12-31 | $14,519,774 |
Value of total assets at beginning of year | 2017-12-31 | $8,782,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | 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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $14,519,774 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $5,500,000 |
Contributions received in cash from employer | 2017-12-31 | $2,734,136 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,282,202 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $30,323,331 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $35,561,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2017-12-31 | 953288054 |
2016 : 20/20 PLUMBING AND HEATING, INC. ESOP 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-30,061,400 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-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 year | 2016-12-31 | $8,782,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $550,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | 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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | 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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $5,500,000 |
Contributions received in cash from employer | 2016-12-31 | $3,282,202 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,282,202 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $35,561,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2016-12-31 | 953288054 |
2022: 20/20 PLUMBING AND HEATING, INC. ESOP 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: 20/20 PLUMBING AND HEATING, INC. ESOP 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: 20/20 PLUMBING AND HEATING, INC. ESOP 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: 20/20 PLUMBING AND HEATING, INC. ESOP 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: 20/20 PLUMBING AND HEATING, INC. ESOP 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: 20/20 PLUMBING AND HEATING, INC. ESOP 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: 20/20 PLUMBING AND HEATING, INC. ESOP 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |