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INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN
Plan identification number 001

INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='860448232' AND PlanID='001'

401k Sponsoring company profile

INTERSTATE MECHANICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:INTERSTATE MECHANICAL CORPORATION
Employer identification number (EIN):860448232
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about INTERSTATE MECHANICAL CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-09-19
Company Identification Number: 586779
Legal Registered Office Address: 529 NE 49TH AVE

PLANTATION,FL ABW

33317

More information about INTERSTATE MECHANICAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STERLING SMITH
0012023-01-01
0012023-01-01STERLING SMITH
0012022-01-01
0012022-01-01STERLING SMITH
0012021-01-01
0012021-01-01STERLING SMITH
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01STERLING SMITH
0012016-01-01STERLING SMITH
0012015-01-01STERLING SMITH
0012014-01-01STERLING SMITH
0012013-01-01STERLING SMITH
0012012-01-01STERLING SMITH
0012011-01-01STERLING SMITH
0012009-01-01STERLING SMITH

Financial Data on INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN

Measure Date Value
2023 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,272,991
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$755,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$751,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$672,212
Value of total assets at end of year2023-12-31$5,072,892
Value of total assets at beginning of year2023-12-31$4,555,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,535
Total interest from all sources2023-12-31$29,709
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$532,208
Participant contributions at end of year2023-12-31$54,986
Participant contributions at beginning of year2023-12-31$68,618
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$517,573
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,072,892
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,555,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$3,340,936
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,951,061
Interest on participant loans2023-12-31$3,880
Interest earned on other investments2023-12-31$25,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,676,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,535,640
Net investment gain/loss from pooled separate accounts2023-12-31$571,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$134,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$751,883
Contract administrator fees2023-12-31$3,535
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2023-12-31860751928
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,272,991
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$755,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$751,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$672,212
Value of total assets at end of year2023-01-01$5,072,892
Value of total assets at beginning of year2023-01-01$4,555,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$3,535
Total interest from all sources2023-01-01$29,709
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$532,208
Participant contributions at end of year2023-01-01$54,986
Participant contributions at beginning of year2023-01-01$68,618
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$5,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$517,573
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,072,892
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,555,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$3,340,936
Value of interest in pooled separate accounts at beginning of year2023-01-01$2,951,061
Interest on participant loans2023-01-01$3,880
Interest earned on other investments2023-01-01$25,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,676,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,535,640
Net investment gain/loss from pooled separate accounts2023-01-01$571,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$134,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$751,883
Contract administrator fees2023-01-01$3,535
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2023-01-01860751928
2022 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$25,924
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$748,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$740,730
Expenses. Certain deemed distributions of participant loans2022-12-31$1,409
Value of total corrective distributions2022-12-31$3,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$607,821
Value of total assets at end of year2022-12-31$4,555,319
Value of total assets at beginning of year2022-12-31$5,277,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,610
Total interest from all sources2022-12-31$26,240
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$464,132
Participant contributions at end of year2022-12-31$68,618
Participant contributions at beginning of year2022-12-31$47,059
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,094
Administrative expenses (other) incurred2022-12-31$2,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-722,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,555,319
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,277,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,951,061
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,599,732
Interest on participant loans2022-12-31$3,519
Interest earned on other investments2022-12-31$22,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,535,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,631,070
Net investment gain/loss from pooled separate accounts2022-12-31$-608,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$141,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$740,730
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2022-12-31860751928
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$25,924
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$748,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$740,730
Expenses. Certain deemed distributions of participant loans2022-01-01$1,409
Value of total corrective distributions2022-01-01$3,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$607,821
Value of total assets at end of year2022-01-01$4,555,319
Value of total assets at beginning of year2022-01-01$5,277,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,610
Total interest from all sources2022-01-01$26,240
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$464,132
Participant contributions at end of year2022-01-01$68,618
Participant contributions at beginning of year2022-01-01$47,059
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,094
Administrative expenses (other) incurred2022-01-01$2,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-722,542
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,555,319
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,277,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$2,951,061
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,599,732
Interest on participant loans2022-01-01$3,519
Interest earned on other investments2022-01-01$22,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,535,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,631,070
Net investment gain/loss from pooled separate accounts2022-01-01$-608,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$141,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$740,730
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2022-01-01860751928
2021 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,145,307
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$883,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$865,481
Expenses. Certain deemed distributions of participant loans2021-12-31$4,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$621,212
Value of total assets at end of year2021-12-31$5,277,861
Value of total assets at beginning of year2021-12-31$5,015,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,845
Total interest from all sources2021-12-31$30,086
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$454,319
Participant contributions at end of year2021-12-31$47,059
Participant contributions at beginning of year2021-12-31$89,501
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,608
Administrative expenses (other) incurred2021-12-31$12,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$262,186
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,277,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,015,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,599,732
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,026,013
Interest on participant loans2021-12-31$4,025
Interest earned on other investments2021-12-31$26,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,631,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,900,161
Net investment gain/loss from pooled separate accounts2021-12-31$494,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$111,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$865,481
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2021-12-31860751928
2020 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$962,616
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$732,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$710,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$498,144
Value of total assets at end of year2020-12-31$5,015,675
Value of total assets at beginning of year2020-12-31$4,785,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,215
Total interest from all sources2020-12-31$38,770
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$420,196
Participant contributions at end of year2020-12-31$89,501
Participant contributions at beginning of year2020-12-31$175,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$230,169
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,015,675
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,785,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,026,013
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,486,391
Interest on participant loans2020-12-31$8,597
Interest earned on other investments2020-12-31$30,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,900,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,123,889
Net investment gain/loss from pooled separate accounts2020-12-31$425,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$77,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$710,232
Contract administrator fees2020-12-31$22,215
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2020-12-31860751928
2019 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,073,437
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$677,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$616,325
Expenses. Certain deemed distributions of participant loans2019-12-31$38,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$599,854
Value of total assets at end of year2019-12-31$4,785,506
Value of total assets at beginning of year2019-12-31$4,389,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,679
Total interest from all sources2019-12-31$49,055
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$340,069
Participant contributions at end of year2019-12-31$175,226
Participant contributions at beginning of year2019-12-31$140,020
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$120,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$395,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,785,506
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,389,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$2,486,391
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,610,268
Interest on participant loans2019-12-31$9,645
Interest earned on other investments2019-12-31$39,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,123,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,639,389
Net investment gain/loss from pooled separate accounts2019-12-31$424,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$139,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$616,325
Contract administrator fees2019-12-31$22,679
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2019-12-31860751928
2018 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$346,610
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,421,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,382,597
Expenses. Certain deemed distributions of participant loans2018-12-31$14,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$416,091
Value of total assets at end of year2018-12-31$4,389,677
Value of total assets at beginning of year2018-12-31$5,464,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,418
Total interest from all sources2018-12-31$57,433
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$322,670
Participant contributions at end of year2018-12-31$140,020
Participant contributions at beginning of year2018-12-31$46,817
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,882
Administrative expenses (other) incurred2018-12-31$24,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,074,816
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,389,677
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,464,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$1,610,268
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,838,155
Interest on participant loans2018-12-31$7,347
Interest earned on other investments2018-12-31$50,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,639,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,579,521
Net investment gain/loss from pooled separate accounts2018-12-31$-126,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,382,597
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2018-12-31860751928
2017 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,902,273
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$583,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$575,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,616,172
Value of total assets at end of year2017-12-31$5,464,493
Value of total assets at beginning of year2017-12-31$2,145,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,869
Total interest from all sources2017-12-31$11,434
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$229,989
Participant contributions at end of year2017-12-31$46,817
Participant contributions at beginning of year2017-12-31$44,010
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,334,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$7,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,319,096
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,464,493
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,145,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$1,838,155
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,805,900
Interest on participant loans2017-12-31$2,343
Interest earned on other investments2017-12-31$9,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,579,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$295,487
Net investment gain/loss from pooled separate accounts2017-12-31$274,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$51,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$575,308
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2017-12-31860751928
2016 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$291,988
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$127,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$117,729
Value of total corrective distributions2016-12-31$2,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$179,807
Value of total assets at end of year2016-12-31$2,145,397
Value of total assets at beginning of year2016-12-31$1,981,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,922
Total interest from all sources2016-12-31$5,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$176,379
Participant contributions at end of year2016-12-31$44,010
Participant contributions at beginning of year2016-12-31$67,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$164,219
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,145,397
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,981,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$1,805,900
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,792,261
Interest on participant loans2016-12-31$2,202
Interest earned on other investments2016-12-31$3,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$295,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$121,056
Net investment gain/loss from pooled separate accounts2016-12-31$106,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$117,729
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2016-12-31860751928
2015 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$153,593
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$133,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$129,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$128,145
Value of total assets at end of year2015-12-31$1,981,178
Value of total assets at beginning of year2015-12-31$1,961,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,238
Total interest from all sources2015-12-31$3,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$111,843
Participant contributions at end of year2015-12-31$67,861
Participant contributions at beginning of year2015-12-31$94,026
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$20,114
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,981,178
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,961,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,867,038
Value of interest in pooled separate accounts at end of year2015-12-31$1,792,261
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,773
Interest earned on other investments2015-12-31$808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$121,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,302
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,241
Contract administrator fees2015-12-31$4,238
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2015-12-31860751928
2014 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$197,133
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$366,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$357,856
Value of total corrective distributions2014-12-31$4,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$99,199
Value of total assets at end of year2014-12-31$1,961,064
Value of total assets at beginning of year2014-12-31$2,130,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,065
Total interest from all sources2014-12-31$3,715
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$87,862
Participant contributions at end of year2014-12-31$94,026
Participant contributions at beginning of year2014-12-31$84,085
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$384
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-169,233
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,961,064
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,130,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,867,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,044,950
Interest on participant loans2014-12-31$3,649
Interest earned on other investments2014-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,337
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,856
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2014-12-31860751928
2013 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$402,515
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$803,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$795,820
Value of total corrective distributions2013-12-31$744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$123,275
Value of total assets at end of year2013-12-31$2,130,297
Value of total assets at beginning of year2013-12-31$2,531,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,367
Total interest from all sources2013-12-31$3,526
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$109,545
Participant contributions at end of year2013-12-31$84,085
Participant contributions at beginning of year2013-12-31$67,438
Participant contributions at end of year2013-12-31$384
Participant contributions at beginning of year2013-12-31$602
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$9
Administrative expenses (other) incurred2013-12-31$5,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-401,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,130,297
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,531,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,044,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,462,533
Interest on participant loans2013-12-31$3,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$275,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,730
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$795,820
Contract administrator fees2013-12-31$1,576
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2013-12-31860751928
2012 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,029
Total income from all sources (including contributions)2012-12-31$386,068
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$189,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$179,171
Value of total corrective distributions2012-12-31$4,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$161,012
Value of total assets at end of year2012-12-31$2,531,713
Value of total assets at beginning of year2012-12-31$2,337,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,755
Total interest from all sources2012-12-31$2,759
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$141,503
Participant contributions at end of year2012-12-31$67,438
Participant contributions at beginning of year2012-12-31$52,099
Participant contributions at end of year2012-12-31$602
Participant contributions at beginning of year2012-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$878
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,029
Other income not declared elsewhere2012-12-31$3,029
Administrative expenses (other) incurred2012-12-31$4,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$197,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,531,713
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,334,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,462,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,285,566
Interest on participant loans2012-12-31$2,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$219,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,631
Employer contributions (assets) at end of year2012-12-31$262
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$179,171
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JAMES B. WENDT
Accountancy firm EIN2012-12-31860518418
2011 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$133,821
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$282,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$273,966
Value of total corrective distributions2011-12-31$2,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$177,285
Value of total assets at end of year2011-12-31$2,337,685
Value of total assets at beginning of year2011-12-31$2,483,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,559
Total interest from all sources2011-12-31$2,115
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$157,600
Participant contributions at end of year2011-12-31$52,099
Participant contributions at beginning of year2011-12-31$17,477
Participant contributions at end of year2011-12-31$20
Participant contributions at beginning of year2011-12-31$53
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-148,570
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,334,656
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,483,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,285,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,465,696
Interest on participant loans2011-12-31$2,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$273,966
Contract administrator fees2011-12-31$4,291
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JAMES B. WENDT
Accountancy firm EIN2011-12-31860518418
2010 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$464,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$360,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$357,356
Value of total corrective distributions2010-12-31$3,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$229,908
Value of total assets at end of year2010-12-31$2,483,226
Value of total assets at beginning of year2010-12-31$2,379,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$254
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$156,530
Participant contributions at end of year2010-12-31$17,477
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$53
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$103,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,483,226
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,379,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,465,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,379,495
Interest on participant loans2010-12-31$254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$340,290
Net investment gain/loss from pooled separate accounts2010-12-31$-105,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$357,356
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JAMES B. WENDT
Accountancy firm EIN2010-12-31860518418
2009 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
Insurance contract or identification number91691292
Number of Individuals Covered252
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $11,814
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91691292
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CD03
Policy instance 1

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