| Plan Name | THE HEART 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHAEL VANDERFORD | 2024-09-19 | ||
| 001 | 2022-01-01 | MICHAEL VANDERFORD | 2023-09-26 | ||
| 001 | 2021-01-01 | RICHARD ANDERSON | 2022-10-06 | ||
| 001 | 2020-01-01 | RICHARD ANDERSON | 2021-09-17 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE HEART 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-19 | 19231 |
| Net assets as of the end of the plan year | 2024-09-19 | 206539 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 77372 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 25000 |
| Participant contributions to plan in this plan year | 2024-09-19 | 74024 |
| Other expenses paid from plan in this plan year | 2024-09-19 | 0 |
| Other contributions to plan in this plan year | 2024-09-19 | 0 |
| Other income to plan in this plan year | 2024-09-19 | 22422 |
| Plan net income in this plan year | 2024-09-19 | 129167 |
| Net assets as of the end of the plan year | 2024-09-19 | 206539 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 77372 |
| Employer contributions to plan in this plan year | 2024-09-19 | 51952 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 1282 |
| 2022 : THE HEART 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-06 | 126 |
| Net assets as of the end of the plan year | 2022-10-06 | 29082 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 5540 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 25000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 14101 |
| Other expenses paid from plan in this plan year | 2022-10-06 | 0 |
| Other contributions to plan in this plan year | 2022-10-06 | 0 |
| Other income to plan in this plan year | 2022-10-06 | 2398 |
| Plan net income in this plan year | 2022-10-06 | 23542 |
| Net assets as of the end of the plan year | 2022-10-06 | 29082 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 5540 |
| Employer contributions to plan in this plan year | 2022-10-06 | 7169 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 126 |