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Plan Name | ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STUART E. CRAFT |
Employer identification number (EIN): | 843305928 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-11-01 | STUART CRAFT | 2023-05-16 |
Measure | Date | Value |
---|---|---|
2021: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-11-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 1 |
Total of all active and inactive participants | 2021-11-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
Total participants | 2021-11-01 | 2 |
Number of participants with account balances | 2021-11-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources | 2022-10-31 | $24,537 |
Expenses. Total of all expenses incurred | 2022-10-31 | $66,000 |
Benefits paid (including direct rollovers) | 2022-10-31 | $66,000 |
Total plan assets at end of year | 2022-10-31 | $2,525,272 |
Total plan assets at beginning of year | 2022-10-31 | $2,566,735 |
Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2022-10-31 | $1,338,647 |
Other income received | 2022-10-31 | $24,537 |
Net income (gross income less expenses) | 2022-10-31 | $-41,463 |
Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $2,525,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $2,566,735 |
2021: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses | ||
---|---|---|
2021-11-01 | Type of plan entity | Single employer plan |
2021-11-01 | Submission has been amended | No |
2021-11-01 | This submission is the final filing | No |
2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-11-01 | Plan is a collectively bargained plan | No |
2021-11-01 | Plan funding arrangement – Trust | Yes |
2021-11-01 | Plan benefit arrangement - Trust | Yes |