401k Plan data: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST plan

LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST
Plan identification number	001

LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Life insurance

401k Sponsoring company profile

LUDLOW HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.

Company Name: LUDLOW HEATING & COOLING, INC.

Employer identification number (EIN): 042733767

NAIC Classification: 454310
NAIC Description: Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WILLIAM PEACEY 2024-07-09
001 2022-01-01 KAREN E SHEEHAN 2023-07-21 KAREN E SHEEHAN 2023-07-21
001 2021-01-01 KAREN E. SHEEHAN 2022-06-24 KAREN E. SHEEHAN 2022-06-24
001 2020-01-01 KAREN E. SHEEHAN 2021-06-23 KAREN E. SHEEHAN 2021-06-23
001 2018-01-01 KAREN SHEEHAN 2019-07-12
001 2017-01-01 KAREN SHEEHAN 2018-10-02
001 2016-01-01 KAREN SHEEHAN
001 2015-01-01 KAREN SHEEHAN
001 2014-01-01 KAREN SHEEHAN
001 2013-01-01 KAREN SHEEHAN
001 2012-01-01 KAREN SHEEHAN
001 2011-01-01 KAREN SHEEHAN
001 2009-01-01 KAREN SHEEHAN
001 2009-01-01 KAREN SHEEHAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM PEACEY	2024-07-09
001	2022-01-01	KAREN E SHEEHAN	2023-07-21	KAREN E SHEEHAN	2023-07-21
001	2021-01-01	KAREN E. SHEEHAN	2022-06-24	KAREN E. SHEEHAN	2022-06-24
001	2020-01-01	KAREN E. SHEEHAN	2021-06-23	KAREN E. SHEEHAN	2021-06-23
001	2018-01-01	KAREN SHEEHAN	2019-07-12
001	2017-01-01	KAREN SHEEHAN	2018-10-02
001	2016-01-01	KAREN SHEEHAN
001	2015-01-01	KAREN SHEEHAN
001	2014-01-01	KAREN SHEEHAN
001	2013-01-01	KAREN SHEEHAN
001	2012-01-01	KAREN SHEEHAN
001	2011-01-01	KAREN SHEEHAN
001	2009-01-01	KAREN SHEEHAN
001	2009-01-01	KAREN SHEEHAN

Plan Statistics for LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST

Measure Date Value
2025: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-09-22 8
Total number of particpants at end of year 2025-09-22 8
Number of Participants With Account Balances 2025-09-22 8
2024: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-07-09 8
Total number of particpants at end of year 2024-07-09 8
Number of Participants With Account Balances 2024-07-09 8
2016: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-09-22	8
Total number of particpants at end of year	2025-09-22	8
Number of Participants With Account Balances	2025-09-22	8
2024: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-07-09	8
Total number of particpants at end of year	2024-07-09	8
Number of Participants With Account Balances	2024-07-09	8
2016: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-09-22	0
Total expenses incurred by plan in this plan year	2025-09-22	6950
Net assets as of the end of the plan year	2025-09-22	1579175
Total assets as of the beginning of the plan year	2025-09-22	1378623
Value of plan covered by a fidelity bond	2025-09-22	125000
Participant contributions to plan in this plan year	2025-09-22	22650
Value of participant loans at end of plan year	2025-09-22	0
Other income to plan in this plan year	2025-09-22	174415
Plan net income in this plan year	2025-09-22	200552
Net assets as of the end of the plan year	2025-09-22	1579175
Net assets as of the beginning of the plan year	2025-09-22	1378623
Employer contributions to plan in this plan year	2025-09-22	10437
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-22	525
2024 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-09	0
Total expenses incurred by plan in this plan year	2024-07-09	13157
Net assets as of the end of the plan year	2024-07-09	1378623
Total assets as of the beginning of the plan year	2024-07-09	1132148
Value of plan covered by a fidelity bond	2024-07-09	125000
Participant contributions to plan in this plan year	2024-07-09	22320
Value of participant loans at end of plan year	2024-07-09	379
Other income to plan in this plan year	2024-07-09	226606
Plan net income in this plan year	2024-07-09	246475
Net assets as of the end of the plan year	2024-07-09	1378623
Net assets as of the beginning of the plan year	2024-07-09	1132148
Employer contributions to plan in this plan year	2024-07-09	10706
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-09	12827
2016 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$62,345
Expenses. Total of all expenses incurred	2016-12-31	$752
Benefits paid (including direct rollovers)	2016-12-31	$752
Total plan assets at end of year	2016-12-31	$692,503
Total plan assets at beginning of year	2016-12-31	$630,910
Value of fidelity bond covering the plan	2016-12-31	$65,000
Total contributions received or receivable from participants	2016-12-31	$12,965
Other income received	2016-12-31	$41,332
Net income (gross income less expenses)	2016-12-31	$61,593
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$692,503
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$630,910
Assets. Value of participant loans	2016-12-31	$852
Total contributions received or receivable from employer(s)	2016-12-31	$8,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$26,839
Expenses. Total of all expenses incurred	2015-12-31	$928
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$630,910
Total plan assets at beginning of year	2015-12-31	$604,999
Value of fidelity bond covering the plan	2015-12-31	$65,000
Total contributions received or receivable from participants	2015-12-31	$12,295
Expenses. Other expenses not covered elsewhere	2015-12-31	$752
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$6,367
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$25,911
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$630,910
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$604,999
Assets. Value of participant loans	2015-12-31	$11,684
Total contributions received or receivable from employer(s)	2015-12-31	$8,177
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$176
2014 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$46,599
Expenses. Total of all expenses incurred	2014-12-31	$752
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$604,999
Total plan assets at beginning of year	2014-12-31	$559,152
Value of fidelity bond covering the plan	2014-12-31	$65,000
Total contributions received or receivable from participants	2014-12-31	$9,250
Expenses. Other expenses not covered elsewhere	2014-12-31	$752
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$30,164
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$45,847
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$604,999
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$559,152
Assets. Value of participant loans	2014-12-31	$22,065
Total contributions received or receivable from employer(s)	2014-12-31	$7,185
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$93,694
Expenses. Total of all expenses incurred	2013-12-31	$294,050
Benefits paid (including direct rollovers)	2013-12-31	$294,348
Total plan assets at end of year	2013-12-31	$559,152
Total plan assets at beginning of year	2013-12-31	$759,508
Value of fidelity bond covering the plan	2013-12-31	$65,000
Total contributions received or receivable from participants	2013-12-31	$9,100
Expenses. Other expenses not covered elsewhere	2013-12-31	$-348
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$78,430
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-200,356
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$559,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$759,508
Assets. Value of participant loans	2013-12-31	$32,202
Total contributions received or receivable from employer(s)	2013-12-31	$6,164
Value of certain deemed distributions of participant loans	2013-12-31	$50
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$63,960
Expenses. Total of all expenses incurred	2012-12-31	$70,539
Benefits paid (including direct rollovers)	2012-12-31	$68,000
Total plan assets at end of year	2012-12-31	$759,508
Total plan assets at beginning of year	2012-12-31	$766,087
Value of fidelity bond covering the plan	2012-12-31	$65,000
Total contributions received or receivable from participants	2012-12-31	$9,300
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,647
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$49,125
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-6,579
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$759,508
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$766,087
Assets. Value of participant loans	2012-12-31	$41,550
Total contributions received or receivable from employer(s)	2012-12-31	$5,535
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$22,270
Expenses. Total of all expenses incurred	2011-12-31	$957
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$766,087
Total plan assets at beginning of year	2011-12-31	$744,774
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$22,084
Assets. Value of loans (other than to participants)	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-9,446
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$21,313
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$766,087
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$744,774
Total contributions received or receivable from employer(s)	2011-12-31	$9,632
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$957
2010 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$85,693
Expenses. Total of all expenses incurred	2010-12-31	$817
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$744,774
Total plan assets at beginning of year	2010-12-31	$659,898
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$16,484
Expenses. Other expenses not covered elsewhere	2010-12-31	$817
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$59,528
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$84,876
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$744,774
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$659,898
Total contributions received or receivable from employer(s)	2010-12-31	$9,681
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 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

Form 5500 Responses for LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST

2016: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LUDLOW HEATING & COOLING, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	74984577498456
Policy instance	1

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Company Name:	LUDLOW HEATING & COOLING, INC.
Employer identification number (EIN):	042733767
NAIC Classification:	454310
NAIC Description:	Fuel Dealers