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THE HEART 401(K) PLAN 401k Plan overview

Plan NameTHE HEART 401(K) PLAN
Plan identification number 001

THE HEART 401(K) PLAN 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.
  • 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.
  • 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

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

Company Name:HEART HEATING & COOLING, LLC
Employer identification number (EIN):843150326
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about HEART HEATING & COOLING, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2019-09-21
Company Identification Number: 20191748742
Legal Registered Office Address: 646 Bryant St

Denver
United States of America (USA)
80204

More information about HEART HEATING & COOLING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL VANDERFORD2024-09-19
0012022-01-01MICHAEL VANDERFORD2023-09-26
0012021-01-01RICHARD ANDERSON2022-10-06
0012020-01-01RICHARD ANDERSON2021-09-17

Financial Data on THE HEART 401(K) PLAN

Measure Date Value
2024 : THE HEART 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-1919231
Net assets as of the end of the plan year2024-09-19206539
Total assets as of the beginning of the plan year2024-09-1977372
Value of plan covered by a fidelity bond2024-09-1925000
Participant contributions to plan in this plan year2024-09-1974024
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-1922422
Plan net income in this plan year2024-09-19129167
Net assets as of the end of the plan year2024-09-19206539
Net assets as of the beginning of the plan year2024-09-1977372
Employer contributions to plan in this plan year2024-09-1951952
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-191282
2022 : THE HEART 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-060
Total liabilities as of the end of the plan year2022-10-060
Total liabilities as of the beginning of the plan year2022-10-060
Total expenses incurred by plan in this plan year2022-10-06126
Net assets as of the end of the plan year2022-10-0629082
Total assets as of the beginning of the plan year2022-10-065540
Value of plan covered by a fidelity bond2022-10-0625000
Participant contributions to plan in this plan year2022-10-0614101
Other expenses paid from plan in this plan year2022-10-060
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-062398
Plan net income in this plan year2022-10-0623542
Net assets as of the end of the plan year2022-10-0629082
Net assets as of the beginning of the plan year2022-10-065540
Employer contributions to plan in this plan year2022-10-067169
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-06126

Potentially related plans

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