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| Plan Name | BALANCE POINT HEATING & AIR CONDITIONING, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BALANCE POINT HEATING & AIR CONDITIONING, LLC |
| Employer identification number (EIN): | 841450434 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about BALANCE POINT HEATING & AIR CONDITIONING, LLC
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1998-02-05 |
| Company Identification Number: | 19981023816 |
| Legal Registered Office Address: |
5854 Lockheed Ave Loveland United States of America (USA) 80538 |
More information about BALANCE POINT HEATING & AIR CONDITIONING, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WILLIAM KUSMIK | 2024-02-22 | ||
| 001 | 2022-01-01 | WILLIAM KUSMIK | 2023-07-10 | ||
| 001 | 2021-01-01 | WILLIAM KUSMIK | 2022-04-12 | ||
| 001 | 2020-01-01 | WILLIAM KUSMIK | 2021-02-25 | ||
| 001 | 2019-01-01 | WILLIAM KUSMIK | 2020-03-05 | ||
| 001 | 2018-01-01 | WILLIAM KUSMIK | 2019-06-20 |
| Measure | Date | Value |
|---|---|---|
| 2024: BALANCE POINT HEATING & AIR CONDITIONING, LLC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-02-22 | 13 |
| Total number of particpants at end of year | 2024-02-22 | 0 |
| Number of Participants With Account Balances | 2024-02-22 | 0 |
| 2022: BALANCE POINT HEATING & AIR CONDITIONING, LLC 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-04-12 | 12 |
| Total number of particpants at end of year | 2022-04-12 | 13 |
| Number of Participants With Account Balances | 2022-04-12 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2024 : BALANCE POINT HEATING & AIR CONDITIONING, LLC 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-02-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-22 | 314321 |
| Net assets as of the end of the plan year | 2024-02-22 | 0 |
| Total assets as of the beginning of the plan year | 2024-02-22 | 230713 |
| Value of plan covered by a fidelity bond | 2024-02-22 | 500000 |
| Participant contributions to plan in this plan year | 2024-02-22 | 37305 |
| Other expenses paid from plan in this plan year | 2024-02-22 | 0 |
| Other contributions to plan in this plan year | 2024-02-22 | 0 |
| Other income to plan in this plan year | 2024-02-22 | 35886 |
| Plan net income in this plan year | 2024-02-22 | -230713 |
| Net assets as of the end of the plan year | 2024-02-22 | 0 |
| Net assets as of the beginning of the plan year | 2024-02-22 | 230713 |
| Employer contributions to plan in this plan year | 2024-02-22 | 10417 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-22 | 1430 |
| 2022 : BALANCE POINT HEATING & AIR CONDITIONING, LLC 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-12 | 170 |
| Net assets as of the end of the plan year | 2022-04-12 | 218884 |
| Total assets as of the beginning of the plan year | 2022-04-12 | 147116 |
| Value of plan covered by a fidelity bond | 2022-04-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-12 | 36021 |
| Other expenses paid from plan in this plan year | 2022-04-12 | 0 |
| Other income to plan in this plan year | 2022-04-12 | 21040 |
| Plan net income in this plan year | 2022-04-12 | 71768 |
| Net assets as of the end of the plan year | 2022-04-12 | 218884 |
| Net assets as of the beginning of the plan year | 2022-04-12 | 147116 |
| Employer contributions to plan in this plan year | 2022-04-12 | 14877 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-12 | 170 |