Logo

B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameB & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

B & L AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & L AIR CONDITIONING, INC.
Employer identification number (EIN):860299001
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-05-01
0012017-05-01JAMIE KELLEY JAMIE KELLEY2018-07-27
0012016-05-01JAMIE KELLEY JAMIE KELLEY2017-11-21
0012015-05-01JAMIE KELLEY
0012014-05-01JAMIE KELLEY
0012013-05-01JAMIE KELLEY
0012012-05-01JAMIE KELLEY
0012011-05-01JAMIE KELLEY
0012009-05-01JAMIE KELLEY

Financial Data on B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-04-30$0
Total plan liabilities at end of year2019-04-30$0
Total plan liabilities at beginning of year2019-04-30$2,000
Total income from all sources2019-04-30$11,916
Expenses. Total of all expenses incurred2019-04-30$800,648
Benefits paid (including direct rollovers)2019-04-30$791,075
Total plan assets at end of year2019-04-30$0
Total plan assets at beginning of year2019-04-30$790,732
Value of fidelity bond covering the plan2019-04-30$250,000
Total contributions received or receivable from participants2019-04-30$0
Expenses. Other expenses not covered elsewhere2019-04-30$0
Contributions received from other sources (not participants or employers)2019-04-30$0
Other income received2019-04-30$11,916
Noncash contributions received2019-04-30$0
Net income (gross income less expenses)2019-04-30$-788,732
Net plan assets at end of year (total assets less liabilities)2019-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$788,732
Assets. Value of assets in partnership/joint-venture interests2019-04-30$0
Total contributions received or receivable from employer(s)2019-04-30$0
Value of certain deemed distributions of participant loans2019-04-30$0
Value of corrective distributions2019-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-04-30$9,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$171,000
2018 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-04-30$0
Total plan liabilities at end of year2018-04-30$2,000
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$6,063
Expenses. Total of all expenses incurred2018-04-30$34,773
Benefits paid (including direct rollovers)2018-04-30$0
Total plan assets at end of year2018-04-30$790,732
Total plan assets at beginning of year2018-04-30$817,442
Value of fidelity bond covering the plan2018-04-30$250,000
Total contributions received or receivable from participants2018-04-30$0
Expenses. Other expenses not covered elsewhere2018-04-30$0
Contributions received from other sources (not participants or employers)2018-04-30$0
Other income received2018-04-30$6,063
Noncash contributions received2018-04-30$0
Net income (gross income less expenses)2018-04-30$-28,710
Net plan assets at end of year (total assets less liabilities)2018-04-30$788,732
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$817,442
Assets. Value of assets in partnership/joint-venture interests2018-04-30$171,000
Total contributions received or receivable from employer(s)2018-04-30$0
Value of certain deemed distributions of participant loans2018-04-30$0
Value of corrective distributions2018-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$34,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
2017 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-04-30$0
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$108,459
Expenses. Total of all expenses incurred2017-04-30$31,063
Benefits paid (including direct rollovers)2017-04-30$12,658
Total plan assets at end of year2017-04-30$817,442
Total plan assets at beginning of year2017-04-30$740,046
Value of fidelity bond covering the plan2017-04-30$250,000
Total contributions received or receivable from participants2017-04-30$0
Expenses. Other expenses not covered elsewhere2017-04-30$18,405
Contributions received from other sources (not participants or employers)2017-04-30$0
Other income received2017-04-30$108,459
Noncash contributions received2017-04-30$0
Net income (gross income less expenses)2017-04-30$77,396
Net plan assets at end of year (total assets less liabilities)2017-04-30$817,442
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$740,046
Assets. Value of assets in partnership/joint-venture interests2017-04-30$228,743
Total contributions received or receivable from employer(s)2017-04-30$0
Value of certain deemed distributions of participant loans2017-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
2016 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$0
Total income from all sources2016-04-30$-69,679
Expenses. Total of all expenses incurred2016-04-30$80,920
Benefits paid (including direct rollovers)2016-04-30$80,648
Total plan assets at end of year2016-04-30$740,046
Total plan assets at beginning of year2016-04-30$890,645
Value of fidelity bond covering the plan2016-04-30$250,000
Other income received2016-04-30$-69,679
Net income (gross income less expenses)2016-04-30$-150,599
Net plan assets at end of year (total assets less liabilities)2016-04-30$740,046
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$890,645
Assets. Value of assets in partnership/joint-venture interests2016-04-30$238,341
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
2015 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-04-30$0
Total plan liabilities at beginning of year2015-04-30$0
Total income from all sources2015-04-30$18,913
Expenses. Total of all expenses incurred2015-04-30$81,231
Benefits paid (including direct rollovers)2015-04-30$80,855
Total plan assets at end of year2015-04-30$890,645
Total plan assets at beginning of year2015-04-30$952,963
Value of fidelity bond covering the plan2015-04-30$250,000
Other income received2015-04-30$18,913
Net income (gross income less expenses)2015-04-30$-62,318
Net plan assets at end of year (total assets less liabilities)2015-04-30$890,645
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$952,963
Assets. Value of assets in partnership/joint-venture interests2015-04-30$222,008
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
2014 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-04-30$40,990
Total income from all sources2014-04-30$83,679
Expenses. Total of all expenses incurred2014-04-30$81,309
Benefits paid (including direct rollovers)2014-04-30$80,829
Total plan assets at end of year2014-04-30$952,965
Total plan assets at beginning of year2014-04-30$991,585
Value of fidelity bond covering the plan2014-04-30$250,000
Other income received2014-04-30$83,679
Net income (gross income less expenses)2014-04-30$2,370
Net plan assets at end of year (total assets less liabilities)2014-04-30$952,965
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$950,595
Assets. Value of assets in partnership/joint-venture interests2014-04-30$204,113
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
2013 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-04-30$40,990
Total plan liabilities at beginning of year2013-04-30$69,829
Total income from all sources2013-04-30$88,114
Expenses. Total of all expenses incurred2013-04-30$81,418
Benefits paid (including direct rollovers)2013-04-30$80,829
Total plan assets at end of year2013-04-30$991,585
Total plan assets at beginning of year2013-04-30$1,013,728
Value of fidelity bond covering the plan2013-04-30$250,000
Total contributions received or receivable from participants2013-04-30$0
Expenses. Other expenses not covered elsewhere2013-04-30$0
Contributions received from other sources (not participants or employers)2013-04-30$0
Other income received2013-04-30$88,114
Noncash contributions received2013-04-30$0
Net income (gross income less expenses)2013-04-30$6,696
Net plan assets at end of year (total assets less liabilities)2013-04-30$950,595
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$943,899
Assets. Value of assets in partnership/joint-venture interests2013-04-30$189,082
Total contributions received or receivable from employer(s)2013-04-30$0
Value of certain deemed distributions of participant loans2013-04-30$0
Value of corrective distributions2013-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-04-30$0
Total plan liabilities at end of year2012-04-30$69,829
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$196,569
Expenses. Total of all expenses incurred2012-04-30$81,668
Benefits paid (including direct rollovers)2012-04-30$80,829
Total plan assets at end of year2012-04-30$1,013,728
Total plan assets at beginning of year2012-04-30$828,998
Value of fidelity bond covering the plan2012-04-30$250,000
Total contributions received or receivable from participants2012-04-30$0
Expenses. Other expenses not covered elsewhere2012-04-30$0
Contributions received from other sources (not participants or employers)2012-04-30$0
Other income received2012-04-30$181,793
Noncash contributions received2012-04-30$0
Net income (gross income less expenses)2012-04-30$114,901
Net plan assets at end of year (total assets less liabilities)2012-04-30$943,899
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$828,998
Assets. Value of assets in partnership/joint-venture interests2012-04-30$185,199
Total contributions received or receivable from employer(s)2012-04-30$14,776
Value of certain deemed distributions of participant loans2012-04-30$0
Value of corrective distributions2012-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-04-30$0
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$180
Total income from all sources2011-04-30$36,850
Expenses. Total of all expenses incurred2011-04-30$81,560
Benefits paid (including direct rollovers)2011-04-30$80,829
Total plan assets at end of year2011-04-30$828,998
Total plan assets at beginning of year2011-04-30$873,888
Value of fidelity bond covering the plan2011-04-30$250,000
Total contributions received or receivable from participants2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$731
Contributions received from other sources (not participants or employers)2011-04-30$0
Other income received2011-04-30$36,850
Noncash contributions received2011-04-30$0
Net income (gross income less expenses)2011-04-30$-44,710
Net plan assets at end of year (total assets less liabilities)2011-04-30$828,998
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$873,708
Assets. Value of assets in partnership/joint-venture interests2011-04-30$187,794
Total contributions received or receivable from employer(s)2011-04-30$0
Value of certain deemed distributions of participant loans2011-04-30$0
Value of corrective distributions2011-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
2010 : B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN

2018: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingYes
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: B & L AIR CONDITIONING, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number10540
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1