INTERSTATE MECHANICAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 assets | 2023-12-31 | $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 assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $755,418 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $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 year | 2023-12-31 | $5,072,892 |
| Value of total assets at beginning of year | 2023-12-31 | $4,555,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,535 |
| Total interest from all sources | 2023-12-31 | $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 year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $532,208 |
| Participant contributions at end of year | 2023-12-31 | $54,986 |
| Participant contributions at beginning of year | 2023-12-31 | $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 appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $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) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $3,340,936 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,951,061 |
| Interest on participant loans | 2023-12-31 | $3,880 |
| Interest earned on other investments | 2023-12-31 | $25,462 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $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 year | 2023-12-31 | $1,676,970 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,535,640 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $571,070 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $134,788 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $751,883 |
| Contract administrator fees | 2023-12-31 | $3,535 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Disclaimer |
| Accountancy firm name | 2023-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2023-12-31 | 860751928 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $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 assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $755,418 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $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 year | 2023-01-01 | $5,072,892 |
| Value of total assets at beginning of year | 2023-01-01 | $4,555,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $3,535 |
| Total interest from all sources | 2023-01-01 | $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 year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $532,208 |
| Participant contributions at end of year | 2023-01-01 | $54,986 |
| Participant contributions at beginning of year | 2023-01-01 | $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 appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $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) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $3,340,936 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $2,951,061 |
| Interest on participant loans | 2023-01-01 | $3,880 |
| Interest earned on other investments | 2023-01-01 | $25,462 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $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 year | 2023-01-01 | $1,676,970 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,535,640 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $571,070 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $134,788 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $751,883 |
| Contract administrator fees | 2023-01-01 | $3,535 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 3 |
| Accountancy firm name | 2023-01-01 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2023-01-01 | 860751928 |
| 2022 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $748,466 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $740,730 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,409 |
| Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $4,555,319 |
| Value of total assets at beginning of year | 2022-12-31 | $5,277,861 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,610 |
| Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $464,132 |
| Participant contributions at end of year | 2022-12-31 | $68,618 |
| Participant contributions at beginning of year | 2022-12-31 | $47,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,094 |
| Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,951,061 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,599,732 |
| Interest on participant loans | 2022-12-31 | $3,519 |
| Interest earned on other investments | 2022-12-31 | $22,721 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,535,640 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,631,070 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-608,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $141,595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $740,730 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2022-12-31 | 860751928 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $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 assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $748,466 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $740,730 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,409 |
| Value of total corrective distributions | 2022-01-01 | $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 year | 2022-01-01 | $4,555,319 |
| Value of total assets at beginning of year | 2022-01-01 | $5,277,861 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,610 |
| Total interest from all sources | 2022-01-01 | $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 year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $464,132 |
| Participant contributions at end of year | 2022-01-01 | $68,618 |
| Participant contributions at beginning of year | 2022-01-01 | $47,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,094 |
| Administrative expenses (other) incurred | 2022-01-01 | $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 appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-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) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,951,061 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $3,599,732 |
| Interest on participant loans | 2022-01-01 | $3,519 |
| Interest earned on other investments | 2022-01-01 | $22,721 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,535,640 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,631,070 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-608,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $141,595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $740,730 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2022-01-01 | 860751928 |
| 2021 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $883,121 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $865,481 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $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 year | 2021-12-31 | $5,277,861 |
| Value of total assets at beginning of year | 2021-12-31 | $5,015,675 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,845 |
| Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $454,319 |
| Participant contributions at end of year | 2021-12-31 | $47,059 |
| Participant contributions at beginning of year | 2021-12-31 | $89,501 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $55,608 |
| Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,599,732 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,026,013 |
| Interest on participant loans | 2021-12-31 | $4,025 |
| Interest earned on other investments | 2021-12-31 | $26,061 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,631,070 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,900,161 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $494,009 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $111,285 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $865,481 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2021-12-31 | 860751928 |
| 2020 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $732,447 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $5,015,675 |
| Value of total assets at beginning of year | 2020-12-31 | $4,785,506 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,215 |
| Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $420,196 |
| Participant contributions at end of year | 2020-12-31 | $89,501 |
| Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,026,013 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,486,391 |
| Interest on participant loans | 2020-12-31 | $8,597 |
| Interest earned on other investments | 2020-12-31 | $30,173 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,900,161 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,123,889 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $425,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $77,948 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $710,232 |
| Contract administrator fees | 2020-12-31 | $22,215 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2020-12-31 | 860751928 |
| 2019 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $677,608 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $616,325 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $4,785,506 |
| Value of total assets at beginning of year | 2019-12-31 | $4,389,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,679 |
| Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $340,069 |
| Participant contributions at end of year | 2019-12-31 | $175,226 |
| Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,486,391 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,610,268 |
| Interest on participant loans | 2019-12-31 | $9,645 |
| Interest earned on other investments | 2019-12-31 | $39,410 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,123,889 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,639,389 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $424,528 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $139,025 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $616,325 |
| Contract administrator fees | 2019-12-31 | $22,679 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2019-12-31 | 860751928 |
| 2018 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,421,426 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,382,597 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $4,389,677 |
| Value of total assets at beginning of year | 2018-12-31 | $5,464,493 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $24,418 |
| Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $322,670 |
| Participant contributions at end of year | 2018-12-31 | $140,020 |
| Participant contributions at beginning of year | 2018-12-31 | $46,817 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,882 |
| Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,610,268 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,838,155 |
| Interest on participant loans | 2018-12-31 | $7,347 |
| Interest earned on other investments | 2018-12-31 | $50,086 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,639,389 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,579,521 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-126,914 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $90,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,382,597 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2018-12-31 | 860751928 |
| 2017 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $583,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $5,464,493 |
| Value of total assets at beginning of year | 2017-12-31 | $2,145,397 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,869 |
| Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $229,989 |
| Participant contributions at end of year | 2017-12-31 | $46,817 |
| Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,838,155 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,805,900 |
| Interest on participant loans | 2017-12-31 | $2,343 |
| Interest earned on other investments | 2017-12-31 | $9,091 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,579,521 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $295,487 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $274,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $51,495 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $575,308 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2017-12-31 | 860751928 |
| 2016 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $127,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $117,729 |
| Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $2,145,397 |
| Value of total assets at beginning of year | 2016-12-31 | $1,981,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,922 |
| Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $176,379 |
| Participant contributions at end of year | 2016-12-31 | $44,010 |
| Participant contributions at beginning of year | 2016-12-31 | $67,861 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $7,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,805,900 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,792,261 |
| Interest on participant loans | 2016-12-31 | $2,202 |
| Interest earned on other investments | 2016-12-31 | $3,234 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $295,487 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $121,056 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $106,745 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,428 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $117,729 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2016-12-31 | 860751928 |
| 2015 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $133,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $1,981,178 |
| Value of total assets at beginning of year | 2015-12-31 | $1,961,064 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,238 |
| Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $111,843 |
| Participant contributions at end of year | 2015-12-31 | $67,861 |
| Participant contributions at beginning of year | 2015-12-31 | $94,026 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,867,038 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,792,261 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Interest on participant loans | 2015-12-31 | $2,773 |
| Interest earned on other investments | 2015-12-31 | $808 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $121,056 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $16,302 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $129,241 |
| Contract administrator fees | 2015-12-31 | $4,238 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2015-12-31 | 860751928 |
| 2014 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $366,366 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $357,856 |
| Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $1,961,064 |
| Value of total assets at beginning of year | 2014-12-31 | $2,130,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,065 |
| Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $87,862 |
| Participant contributions at end of year | 2014-12-31 | $94,026 |
| Participant contributions at beginning of year | 2014-12-31 | $84,085 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $384 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $878 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $1,815 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,867,038 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,044,950 |
| Interest on participant loans | 2014-12-31 | $3,649 |
| Interest earned on other investments | 2014-12-31 | $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 assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $11,337 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $357,856 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2014-12-31 | 860751928 |
| 2013 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $803,931 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $795,820 |
| Value of total corrective distributions | 2013-12-31 | $744 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $123,275 |
| Value of total assets at end of year | 2013-12-31 | $2,130,297 |
| Value of total assets at beginning of year | 2013-12-31 | $2,531,713 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,367 |
| Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $109,545 |
| Participant contributions at end of year | 2013-12-31 | $84,085 |
| Participant contributions at beginning of year | 2013-12-31 | $67,438 |
| Participant contributions at end of year | 2013-12-31 | $384 |
| Participant contributions at beginning of year | 2013-12-31 | $602 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $878 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $878 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $9 |
| Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-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) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,044,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,462,533 |
| Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $13,730 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $262 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $795,820 |
| Contract administrator fees | 2013-12-31 | $1,576 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
| Accountancy firm EIN | 2013-12-31 | 860751928 |
| 2012 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $189,011 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $179,171 |
| Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $2,531,713 |
| Value of total assets at beginning of year | 2012-12-31 | $2,337,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,755 |
| Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $141,503 |
| Participant contributions at end of year | 2012-12-31 | $67,438 |
| Participant contributions at beginning of year | 2012-12-31 | $52,099 |
| Participant contributions at end of year | 2012-12-31 | $602 |
| Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $878 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,029 |
| Other income not declared elsewhere | 2012-12-31 | $3,029 |
| Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $1,344 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,462,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,285,566 |
| Interest on participant loans | 2012-12-31 | $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 assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $18,631 |
| Employer contributions (assets) at end of year | 2012-12-31 | $262 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $179,171 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | JAMES B. WENDT |
| Accountancy firm EIN | 2012-12-31 | 860518418 |
| 2011 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $282,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $273,966 |
| Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $2,337,685 |
| Value of total assets at beginning of year | 2011-12-31 | $2,483,226 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,559 |
| Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $157,600 |
| Participant contributions at end of year | 2011-12-31 | $52,099 |
| Participant contributions at beginning of year | 2011-12-31 | $17,477 |
| Participant contributions at end of year | 2011-12-31 | $20 |
| Participant contributions at beginning of year | 2011-12-31 | $53 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,029 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $1,268 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,285,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,465,696 |
| Interest on participant loans | 2011-12-31 | $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 assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $19,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $273,966 |
| Contract administrator fees | 2011-12-31 | $4,291 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | JAMES B. WENDT |
| Accountancy firm EIN | 2011-12-31 | 860518418 |
| 2010 : INTERSTATE MECHANICAL CORPORATION 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $360,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $357,356 |
| Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $2,483,226 |
| Value of total assets at beginning of year | 2010-12-31 | $2,379,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $156,530 |
| Participant contributions at end of year | 2010-12-31 | $17,477 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Participant contributions at end of year | 2010-12-31 | $53 |
| Participant contributions at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,465,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,379,495 |
| Interest on participant loans | 2010-12-31 | $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 accounts | 2010-12-31 | $-105,807 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $15,351 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $357,356 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | JAMES B. WENDT |
| Accountancy firm EIN | 2010-12-31 | 860518418 |
| 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 securities | 2009-12-31 | $0 |