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ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 401k Plan overview

Plan NameADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN
Plan identification number 001

ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARSHA PHILLIPS has sponsored the creation of one or more 401k plans.

Company Name:MARSHA PHILLIPS
Employer identification number (EIN):911693546
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012018-01-01
0012017-01-01MARSHA PHILLIPS MARSHA PHILLIPS2018-07-27
0012016-01-01MARSHA PHILLIPS
0012015-01-01MARSHA PHILLIPS
0012014-01-01
0012013-01-01
0012012-01-01MARSHA PHILLIPS
0012011-01-01MARSHA PHILLIPS
0012010-01-01MARSHA PHILLIPS
0012009-01-01JEFFREY PHILLIPS JEFFREY PHILLIPS2010-05-17
0012009-01-01MARSHA PHILLIPS

Plan Statistics for ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN

Measure Date Value
2022: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2018: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN

Measure Date Value
2022 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$2,642
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$274,303
Total plan assets at beginning of year2022-12-31$271,661
Other income received2022-12-31$2,642
Net income (gross income less expenses)2022-12-31$2,642
Net plan assets at end of year (total assets less liabilities)2022-12-31$274,303
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$271,661
2021 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$7
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$271,661
Total plan assets at beginning of year2021-12-31$271,654
Other income received2021-12-31$7
Net income (gross income less expenses)2021-12-31$7
Net plan assets at end of year (total assets less liabilities)2021-12-31$271,661
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$271,654
2018 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$3,446
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$257,256
Total plan assets at beginning of year2018-12-31$253,810
Value of fidelity bond covering the plan2018-12-31$25,000
Other income received2018-12-31$3,446
Net income (gross income less expenses)2018-12-31$3,446
Net plan assets at end of year (total assets less liabilities)2018-12-31$257,256
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$253,810
2017 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,929
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$253,810
Total plan assets at beginning of year2017-12-31$251,881
Value of fidelity bond covering the plan2017-12-31$25,000
Other income received2017-12-31$1,929
Net income (gross income less expenses)2017-12-31$1,929
Net plan assets at end of year (total assets less liabilities)2017-12-31$253,810
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$251,881
2016 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,803
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$251,881
Total plan assets at beginning of year2016-12-31$250,078
Value of fidelity bond covering the plan2016-12-31$25,000
Other income received2016-12-31$1,803
Net income (gross income less expenses)2016-12-31$1,803
Net plan assets at end of year (total assets less liabilities)2016-12-31$251,881
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$250,078
2015 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,052
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$250,079
Total plan assets at beginning of year2015-12-31$249,027
Value of fidelity bond covering the plan2015-12-31$25,000
Other income received2015-12-31$1,052
Net income (gross income less expenses)2015-12-31$1,052
Net plan assets at end of year (total assets less liabilities)2015-12-31$250,079
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$249,027
2014 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$6,708
Total plan assets at end of year2014-12-31$249,027
Total plan assets at beginning of year2014-12-31$242,319
Value of fidelity bond covering the plan2014-12-31$25,000
Other income received2014-12-31$969
Net income (gross income less expenses)2014-12-31$6,708
Net plan assets at end of year (total assets less liabilities)2014-12-31$249,027
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$242,319
Total contributions received or receivable from employer(s)2014-12-31$5,739
2013 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$9,552
Total plan assets at end of year2013-12-31$242,319
Total plan assets at beginning of year2013-12-31$232,767
Value of fidelity bond covering the plan2013-12-31$25,000
Other income received2013-12-31$810
Net income (gross income less expenses)2013-12-31$9,552
Net plan assets at end of year (total assets less liabilities)2013-12-31$242,319
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$232,767
Total contributions received or receivable from employer(s)2013-12-31$8,742
2012 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$15,055
Total plan assets at end of year2012-12-31$232,767
Total plan assets at beginning of year2012-12-31$217,712
Value of fidelity bond covering the plan2012-12-31$24,000
Other income received2012-12-31$494
Net income (gross income less expenses)2012-12-31$15,055
Net plan assets at end of year (total assets less liabilities)2012-12-31$232,767
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$217,712
Total contributions received or receivable from employer(s)2012-12-31$14,561
2011 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,821
Total plan assets at end of year2011-12-31$217,712
Total plan assets at beginning of year2011-12-31$214,891
Value of fidelity bond covering the plan2011-12-31$22,000
Other income received2011-12-31$755
Net income (gross income less expenses)2011-12-31$2,821
Net plan assets at end of year (total assets less liabilities)2011-12-31$217,712
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,891
Total contributions received or receivable from employer(s)2011-12-31$2,066
2010 : ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$16,590
Total plan assets at end of year2010-12-31$214,891
Total plan assets at beginning of year2010-12-31$198,301
Value of fidelity bond covering the plan2010-12-31$22,000
Other income received2010-12-31$1,691
Net income (gross income less expenses)2010-12-31$16,590
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,891
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$198,301
Total contributions received or receivable from employer(s)2010-12-31$14,899

Form 5500 Responses for ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN

2022: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2018: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ADVANCED MECHANICAL SERVICES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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