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M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameM & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

M & M HEATING AND COOLING LLC has sponsored the creation of one or more 401k plans.

Company Name:M & M HEATING AND COOLING LLC
Employer identification number (EIN):832156005
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-05-07
0012022-01-01EDWARD ROJAS2023-05-26
0012021-01-01EDWARD ROJAS2022-05-12
0012020-01-01EDWARD ROJAS2021-05-06
0012019-01-01EDWARD ROJAS2020-05-11

Plan Statistics for M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-139
Total number of particpants at end of year2025-06-1310
Number of Participants With Account Balances2025-06-139
2024: M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-0710
Total number of particpants at end of year2024-05-079
Number of Participants With Account Balances2024-05-079
2022: M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-128
Total number of particpants at end of year2022-05-129
Number of Participants With Account Balances2022-05-127

Financial Data on M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-130
Total liabilities as of the end of the plan year2025-06-130
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-13220
Net assets as of the end of the plan year2025-06-1346360
Total assets as of the beginning of the plan year2025-06-1334323
Value of plan covered by a fidelity bond2025-06-1320000
Participant contributions to plan in this plan year2025-06-136632
Other expenses paid from plan in this plan year2025-06-130
Other contributions to plan in this plan year2025-06-130
Other income to plan in this plan year2025-06-135625
Plan net income in this plan year2025-06-1312037
Net assets as of the end of the plan year2025-06-1346360
Net assets as of the beginning of the plan year2025-06-1334323
Employer contributions to plan in this plan year2025-06-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-13220
2024 : M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-070
Total liabilities as of the end of the plan year2024-05-070
Total liabilities as of the beginning of the plan year2024-05-070
Total expenses incurred by plan in this plan year2024-05-07151
Net assets as of the end of the plan year2024-05-0734323
Total assets as of the beginning of the plan year2024-05-0723146
Value of plan covered by a fidelity bond2024-05-0720000
Participant contributions to plan in this plan year2024-05-076004
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-075324
Plan net income in this plan year2024-05-0711177
Net assets as of the end of the plan year2024-05-0734323
Net assets as of the beginning of the plan year2024-05-0723146
Employer contributions to plan in this plan year2024-05-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-07151
2022 : M & M HEATING AND COOLING LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-1297
Net assets as of the end of the plan year2022-05-1222093
Total assets as of the beginning of the plan year2022-05-1213843
Value of plan covered by a fidelity bond2022-05-1220000
Participant contributions to plan in this plan year2022-05-125593
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-122754
Plan net income in this plan year2022-05-128250
Net assets as of the end of the plan year2022-05-1222093
Net assets as of the beginning of the plan year2022-05-1213843
Employer contributions to plan in this plan year2022-05-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1297

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