Logo

CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN
Plan identification number 005

CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

CERTIFIED AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CERTIFIED AIR CONDITIONING, INC.
Employer identification number (EIN):952314788
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about CERTIFIED AIR CONDITIONING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-06-10
Company Identification Number: P93000040959
Legal Registered Office Address: 9486 E SANDPIPER DR

INVERNESS

34450

More information about CERTIFIED AIR CONDITIONING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052017-01-01TANIA TISCHLER
0052016-01-01BRIAN LYNCH
0052015-01-01BRIAN LYNCH
0052014-01-01TERR
0052013-01-01TERRY ERICKSON2014-07-17 TERRY ERICKSON2014-07-17
0052012-01-01TERRY ERICKSON2013-08-29
0052011-01-01TERRY ERICKSON2012-07-30
0052010-01-01TERRY ERICKSON2011-06-09

Financial Data on CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN

Measure Date Value
2017 : CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,893,396
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,434,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,386,247
Expenses. Certain deemed distributions of participant loans2017-12-31$46,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$864,948
Value of total assets at end of year2017-12-31$6,997,763
Value of total assets at beginning of year2017-12-31$6,539,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,400
Total interest from all sources2017-12-31$15,328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$45,485
Participant contributions at end of year2017-12-31$445,289
Participant contributions at beginning of year2017-12-31$474,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$458,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,997,763
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,539,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$15,328
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$6,552,474
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$6,064,703
Net gain/loss from 103.12 investment entities2017-12-31$1,013,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$819,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,386,247
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2017-12-31464064364
2016 : CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,638,229
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,393,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,345,688
Expenses. Certain deemed distributions of participant loans2016-12-31$45,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,243,190
Value of total assets at end of year2016-12-31$6,539,344
Value of total assets at beginning of year2016-12-31$6,294,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,400
Total interest from all sources2016-12-31$14,322
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$68,069
Participant contributions at end of year2016-12-31$474,641
Participant contributions at beginning of year2016-12-31$482,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$244,919
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,539,344
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,294,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$14,322
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$6,064,703
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$5,812,292
Net gain/loss from 103.12 investment entities2016-12-31$380,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,175,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,345,688
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2016-12-31464064364
2015 : CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,964,538
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,171,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,043,095
Expenses. Certain deemed distributions of participant loans2015-12-31$126,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,054,053
Value of total assets at end of year2015-12-31$6,294,425
Value of total assets at beginning of year2015-12-31$6,501,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,200
Total interest from all sources2015-12-31$13,522
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$97,370
Participant contributions at end of year2015-12-31$482,133
Participant contributions at beginning of year2015-12-31$397,287
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-207,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,294,425
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,501,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$13,522
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$5,812,292
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$6,104,400
Net gain/loss from 103.12 investment entities2015-12-31$-103,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,952,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,043,095
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2015-12-31464064364
2014 : CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,668,702
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$567,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$552,139
Expenses. Certain deemed distributions of participant loans2014-12-31$15,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,502,525
Value of total assets at end of year2014-12-31$6,501,687
Value of total assets at beginning of year2014-12-31$4,400,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$9,118
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$70,198
Participant contributions at end of year2014-12-31$397,287
Participant contributions at beginning of year2014-12-31$240,202
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,100,771
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,501,687
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,400,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Income. Interest from loans (other than to participants)2014-12-31$9,118
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$6,104,400
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$4,160,714
Net gain/loss from 103.12 investment entities2014-12-31$157,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,419,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$552,139
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364

Form 5500 Responses for CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN

2017: CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONTRACTORS AND EMPLOYEES 401(K) PROFT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1