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PERFORMANCE BASED HEATING AND AIR 401(K) PLAN 401k Plan overview

Plan NamePERFORMANCE BASED HEATING AND AIR 401(K) PLAN
Plan identification number 001

PERFORMANCE BASED HEATING AND AIR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERFORMANCE BASED HEATING AND AIR has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE BASED HEATING AND AIR
Employer identification number (EIN):821308569
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE BASED HEATING AND AIR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-16
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-06-01

Financial Data on PERFORMANCE BASED HEATING AND AIR 401(K) PLAN

Measure Date Value
2025 : PERFORMANCE BASED HEATING AND AIR 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-220
Total liabilities as of the end of the plan year2025-08-220
Total liabilities as of the beginning of the plan year2025-08-220
Total expenses incurred by plan in this plan year2025-08-2234
Net assets as of the end of the plan year2025-08-220
Total assets as of the beginning of the plan year2025-08-2268
Value of plan covered by a fidelity bond2025-08-22917471694
Participant contributions to plan in this plan year2025-08-220
Other expenses paid from plan in this plan year2025-08-220
Other contributions to plan in this plan year2025-08-220
Other income to plan in this plan year2025-08-22-34
Plan net income in this plan year2025-08-22-68
Net assets as of the end of the plan year2025-08-220
Net assets as of the beginning of the plan year2025-08-2268
Value of contributions failed to transmitted timely2025-08-220
Employer contributions to plan in this plan year2025-08-220
Fees paid to broker by Benefit Provider2025-08-220
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-220
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-1676359
Net assets as of the end of the plan year2025-04-1668
Total assets as of the beginning of the plan year2025-04-1647978
Value of plan covered by a fidelity bond2025-04-16917471694
Participant contributions to plan in this plan year2025-04-1613750
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-166014
Plan net income in this plan year2025-04-16-47910
Net assets as of the end of the plan year2025-04-1668
Net assets as of the beginning of the plan year2025-04-1647978
Value of contributions failed to transmitted timely2025-04-160
Employer contributions to plan in this plan year2025-04-168685
Fees paid to broker by Benefit Provider2025-04-160
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-160
2024 : PERFORMANCE BASED HEATING AND AIR 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-1681
Net assets as of the end of the plan year2024-05-1647978
Total assets as of the beginning of the plan year2024-05-1616219
Value of plan covered by a fidelity bond2024-05-16705050000
Participant contributions to plan in this plan year2024-05-1617189
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-165139
Plan net income in this plan year2024-05-1631759
Net assets as of the end of the plan year2024-05-1647978
Net assets as of the beginning of the plan year2024-05-1616219
Value of contributions failed to transmitted timely2024-05-160
Employer contributions to plan in this plan year2024-05-169512
Fees paid to broker by Benefit Provider2024-05-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1681
2022 : PERFORMANCE BASED HEATING AND AIR 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-012
Net assets as of the end of the plan year2022-06-013140
Total assets as of the beginning of the plan year2022-06-010
Value of plan covered by a fidelity bond2022-06-01336000000
Participant contributions to plan in this plan year2022-06-011538
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-0166
Plan net income in this plan year2022-06-013140
Net assets as of the end of the plan year2022-06-013140
Net assets as of the beginning of the plan year2022-06-010
Value of contributions failed to transmitted timely2022-06-010
Employer contributions to plan in this plan year2022-06-011538
Fees paid to broker by Benefit Provider2022-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-012

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