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Plan Name | THE CONTRACTORS RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AMERICAN HEATING, INC. |
Employer identification number (EIN): | 930674300 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about AMERICAN HEATING, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1976-09-23 |
Company Identification Number: | 11723418 |
Legal Registered Office Address: |
5035 SE 24TH AVE PORTLAND United States of America (USA) 97202 |
More information about AMERICAN HEATING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-10-01 | ||||
002 | 2019-10-01 | JOE PAINE | 2021-03-05 | JOE PAINE | 2021-03-05 |
002 | 2018-10-01 | JOE PAINE | 2020-04-13 | JOE PAINE | 2020-04-13 |
002 | 2017-10-01 | JOE PAINE | 2019-03-22 | JOE PAINE | 2019-03-22 |
Measure | Date | Value |
---|---|---|
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 162 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 43 |
Total of all active and inactive participants | 2020-10-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 205 |
Number of participants with account balances | 2020-10-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $1,206,929 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $191,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $167,842 |
Expenses. Certain deemed distributions of participant loans | 2021-09-30 | $23,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $904,174 |
Value of total assets at end of year | 2021-09-30 | $2,582,909 |
Value of total assets at beginning of year | 2021-09-30 | $1,567,521 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $0 |
Total interest from all sources | 2021-09-30 | $4,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Participant contributions at end of year | 2021-09-30 | $179,105 |
Participant contributions at beginning of year | 2021-09-30 | $96,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $1,015,388 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $2,582,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,567,521 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Interest on participant loans | 2021-09-30 | $4,389 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-09-30 | $2,403,804 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-09-30 | $1,470,904 |
Net gain/loss from 103.12 investment entities | 2021-09-30 | $298,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $904,174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $167,842 |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses | ||
---|---|---|
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |