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FIRST CALL HEATING AND COOLING 401(K) PLAN 401k Plan overview

Plan NameFIRST CALL HEATING AND COOLING 401(K) PLAN
Plan identification number 001

FIRST CALL HEATING AND COOLING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST CALL HEATING AND COOLING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FIRST CALL HEATING AND COOLING COMPANY
Employer identification number (EIN):931147136
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST CALL HEATING AND COOLING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMIE HOFMANN2024-10-01
0012022-01-01JAMIE HOFMANN2023-09-25
0012021-01-01JAMIE HOFMANN2022-07-11
0012020-01-01CASEY SELANDER2021-03-19
0012019-01-01CASEY SELANDER2020-08-13
0012018-01-01CASEY SELANDER2019-04-09
0012017-01-01CASEY SELANDER2018-04-20
0012016-01-01CASEY SELANDER2017-05-04
0012015-01-01CASEY SELANDER2016-07-29
0012014-01-01CASEY SELANDER2015-05-18
0012013-01-01CASEY SELANDER2014-04-28
0012012-10-01CASEY SELANDER2013-05-09
0012011-10-01CASEY SELANDER2012-11-15 CASEY SELANDER2012-11-15
0012010-10-01KRISTA BEHRENDT2011-12-06

Plan Statistics for FIRST CALL HEATING AND COOLING 401(K) PLAN

401k plan membership statisitcs for FIRST CALL HEATING AND COOLING 401(K) PLAN

Measure Date Value
2025: FIRST CALL HEATING AND COOLING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0313
Total number of particpants at end of year2025-07-0313
Number of Participants With Account Balances2025-07-0313
2024: FIRST CALL HEATING AND COOLING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0112
Total number of particpants at end of year2024-10-0113
Number of Participants With Account Balances2024-10-018
2022: FIRST CALL HEATING AND COOLING 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1113
Total number of particpants at end of year2022-07-1114
Number of Participants With Account Balances2022-07-117

Financial Data on FIRST CALL HEATING AND COOLING 401(K) PLAN

Measure Date Value
2025 : FIRST CALL HEATING AND COOLING 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-0313001
Total expenses incurred by plan in this plan year2025-07-0340494
Net assets as of the end of the plan year2025-07-03611635
Total assets as of the beginning of the plan year2025-07-03568329
Value of plan covered by a fidelity bond2025-07-03300000
Participant contributions to plan in this plan year2025-07-0325663
Other income to plan in this plan year2025-07-0357767
Plan net income in this plan year2025-07-0356307
Net assets as of the end of the plan year2025-07-03611635
Net assets as of the beginning of the plan year2025-07-03555328
Employer contributions to plan in this plan year2025-07-0313371
Fees paid to broker by Benefit Provider2025-07-03305
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-033074
2024 : FIRST CALL HEATING AND COOLING 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-0113001
Total expenses incurred by plan in this plan year2024-10-0115807
Net assets as of the end of the plan year2024-10-01568329
Total assets as of the beginning of the plan year2024-10-01406300
Value of plan covered by a fidelity bond2024-10-01300000
Participant contributions to plan in this plan year2024-10-0117240
Other contributions to plan in this plan year2024-10-0178981
Other income to plan in this plan year2024-10-0165596
Plan net income in this plan year2024-10-01149028
Net assets as of the end of the plan year2024-10-01555328
Net assets as of the beginning of the plan year2024-10-01406300
Employer contributions to plan in this plan year2024-10-013018
Fees paid to broker by Benefit Provider2024-10-01257
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-012806
2022 : FIRST CALL HEATING AND COOLING 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-11389
Total expenses incurred by plan in this plan year2022-07-1146806
Net assets as of the end of the plan year2022-07-11893256
Total assets as of the beginning of the plan year2022-07-11838154
Value of plan covered by a fidelity bond2022-07-11300000
Participant contributions to plan in this plan year2022-07-115207
Other income to plan in this plan year2022-07-1195874
Plan net income in this plan year2022-07-1155491
Net assets as of the end of the plan year2022-07-11893256
Net assets as of the beginning of the plan year2022-07-11837765
Employer contributions to plan in this plan year2022-07-111216
Fees paid to broker by Benefit Provider2022-07-11458
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-114130

Potentially related plans

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