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GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

GEM PLUMBING AND HEATING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:GEM PLUMBING AND HEATING CO., INC.
Employer identification number (EIN):050400832
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEONARD P. GEMMA LEONARD P. GEMMA2018-10-15
0022016-01-01LEONARD P. GEMMA LEONARD P. GEMMA2017-10-13
0022015-01-01LEONARD P. GEMMA LEONARD P. GEMMA2016-10-13
0022014-01-01LEONARD P. GEMMA LEONARD P. GEMMA2015-10-14
0022013-01-01LEONARD P. GEMMA LEONARD P. GEMMA2014-09-24
0022012-01-01LEONARD P. GEMMA LEONARD P. GEMMA2013-10-11
0022011-01-01LEONARD P. GEMMA LEONARD P. GEMMA2012-10-12
0022010-01-01LEONARD P. GEMMA LEONARD P. GEMMA2011-10-17
0022009-01-01LEONARD P. GEMMA LEONARD P. GEMMA2010-10-15

Plan Statistics for GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01777
Total number of active participants reported on line 7a of the Form 55002022-01-01674
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01371
Total of all active and inactive participants2022-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,046
Number of participants with account balances2022-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0174
2021: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01679
Total number of active participants reported on line 7a of the Form 55002021-01-01463
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01305
Total of all active and inactive participants2021-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01769
Number of participants with account balances2021-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0164
2020: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01636
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01248
Total of all active and inactive participants2020-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01674
Number of participants with account balances2020-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01220
Total of all active and inactive participants2019-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01629
Number of participants with account balances2019-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01369
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01370
Number of participants with account balances2018-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-01173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01173
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01346
Number of participants with account balances2017-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01178
Total of all active and inactive participants2016-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01363
Number of participants with account balances2016-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01340
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01357
Number of participants with account balances2015-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01323
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01154
Total of all active and inactive participants2014-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01340
Number of participants with account balances2014-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01346
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01128
Total of all active and inactive participants2013-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01323
Number of participants with account balances2013-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01331
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01329
Number of participants with account balances2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01214
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01311
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01212
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01295
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01312
Number of participants with account balances2009-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$6,137,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,460,819
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,587,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,410,711
Value of total corrective distributions2022-12-31$26,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,502,001
Value of total assets at end of year2022-12-31$22,504,891
Value of total assets at beginning of year2022-12-31$16,494,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,218
Total interest from all sources2022-12-31$13,011
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$778,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$778,441
Administrative expenses professional fees incurred2022-12-31$78,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,671,435
Participant contributions at end of year2022-12-31$363,732
Participant contributions at beginning of year2022-12-31$171,988
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$161,959
Administrative expenses (other) incurred2022-12-31$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-127,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,504,891
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,494,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,881,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,196,301
Interest on participant loans2022-12-31$13,011
Value of interest in common/collective trusts at end of year2022-12-31$184,786
Value of interest in common/collective trusts at beginning of year2022-12-31$123,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$74,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,834,497
Net investment gain or loss from common/collective trusts2022-12-31$1,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$668,607
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,410,711
Contract administrator fees2022-12-31$36,648
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JARDIM & MAROTTA, LLC
Accountancy firm EIN2022-12-31475415574
2021 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,199,254
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$554,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$378,756
Value of total corrective distributions2021-12-31$44,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,455,935
Value of total assets at end of year2021-12-31$16,494,040
Value of total assets at beginning of year2021-12-31$12,849,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,879
Total interest from all sources2021-12-31$10,402
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$618,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$618,293
Administrative expenses professional fees incurred2021-12-31$58,249
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,569,327
Participant contributions at end of year2021-12-31$171,988
Participant contributions at beginning of year2021-12-31$201,714
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$23,679
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$494,140
Administrative expenses (other) incurred2021-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,644,941
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,494,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,849,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,196,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,360,535
Interest on participant loans2021-12-31$10,402
Value of interest in common/collective trusts at end of year2021-12-31$123,233
Value of interest in common/collective trusts at beginning of year2021-12-31$220,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$36,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$36,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,113,022
Net investment gain or loss from common/collective trusts2021-12-31$1,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$392,468
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$378,756
Contract administrator fees2021-12-31$45,447
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JARDIM & MAROTTA, LLC
Accountancy firm EIN2021-12-31475415574
2020 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$146,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,176,549
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$557,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$441,836
Value of total corrective distributions2020-12-31$51,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,093,417
Value of total assets at end of year2020-12-31$12,849,099
Value of total assets at beginning of year2020-12-31$10,376,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,657
Total interest from all sources2020-12-31$10,461
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$312,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$312,095
Administrative expenses professional fees incurred2020-12-31$44,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,139,965
Participant contributions at end of year2020-12-31$201,714
Participant contributions at beginning of year2020-12-31$187,805
Participant contributions at end of year2020-12-31$23,679
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$668,451
Other income not declared elsewhere2020-12-31$43
Administrative expenses (other) incurred2020-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,618,978
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,849,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,376,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,360,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,995,127
Interest on participant loans2020-12-31$10,461
Value of interest in common/collective trusts at end of year2020-12-31$220,496
Value of interest in common/collective trusts at beginning of year2020-12-31$193,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$36,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$757,659
Net investment gain or loss from common/collective trusts2020-12-31$2,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$285,001
Employer contributions (assets) at end of year2020-12-31$5,920
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$441,836
Contract administrator fees2020-12-31$3,615
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JARDIM & MAROTTA, LLC
Accountancy firm EIN2020-12-31475415574
2019 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,026,082
Total income from all sources (including contributions)2019-12-31$3,026,082
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$591,223
Total of all expenses incurred2019-12-31$591,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,662
Value of total corrective distributions2019-12-31$5,449
Value of total corrective distributions2019-12-31$5,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,582,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,582,166
Value of total assets at end of year2019-12-31$10,376,592
Value of total assets at end of year2019-12-31$10,376,592
Value of total assets at beginning of year2019-12-31$7,941,733
Value of total assets at beginning of year2019-12-31$7,941,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,112
Total interest from all sources2019-12-31$10,180
Total interest from all sources2019-12-31$10,180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$206,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$206,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$206,591
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$206,591
Administrative expenses professional fees incurred2019-12-31$45,257
Administrative expenses professional fees incurred2019-12-31$45,257
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$927,292
Contributions received from participants2019-12-31$927,292
Participant contributions at end of year2019-12-31$187,805
Participant contributions at end of year2019-12-31$187,805
Participant contributions at beginning of year2019-12-31$164,613
Participant contributions at beginning of year2019-12-31$164,613
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,842
Participant contributions at beginning of year2019-12-31$8,842
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$423,044
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$423,044
Other income not declared elsewhere2019-12-31$13,717
Other income not declared elsewhere2019-12-31$13,717
Administrative expenses (other) incurred2019-12-31$1,975
Administrative expenses (other) incurred2019-12-31$1,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,434,859
Value of net income/loss2019-12-31$2,434,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,376,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,376,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,941,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,941,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,283
Investment advisory and management fees2019-12-31$15,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,995,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,995,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,633,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,633,551
Interest on participant loans2019-12-31$10,180
Interest on participant loans2019-12-31$10,180
Value of interest in common/collective trusts at end of year2019-12-31$193,660
Value of interest in common/collective trusts at end of year2019-12-31$193,660
Value of interest in common/collective trusts at beginning of year2019-12-31$134,240
Value of interest in common/collective trusts at beginning of year2019-12-31$134,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,210,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,210,563
Net investment gain or loss from common/collective trusts2019-12-31$2,865
Net investment gain or loss from common/collective trusts2019-12-31$2,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$231,830
Contributions received in cash from employer2019-12-31$231,830
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$487
Employer contributions (assets) at beginning of year2019-12-31$487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,662
Contract administrator fees2019-12-31$2,597
Contract administrator fees2019-12-31$2,597
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JMR & COMPANY, LLC
Accountancy firm name2019-12-31JMR & COMPANY, LLC
Accountancy firm EIN2019-12-31824997518
Accountancy firm EIN2019-12-31824997518
2018 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$190,417
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$402,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$327,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$651,759
Value of total assets at end of year2018-12-31$7,941,733
Value of total assets at beginning of year2018-12-31$8,154,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,385
Total interest from all sources2018-12-31$7,334
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$186,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$186,188
Administrative expenses professional fees incurred2018-12-31$42,302
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$469,722
Participant contributions at end of year2018-12-31$164,613
Participant contributions at beginning of year2018-12-31$165,682
Participant contributions at end of year2018-12-31$8,842
Participant contributions at beginning of year2018-12-31$8,438
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$151,322
Administrative expenses (other) incurred2018-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-212,449
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,941,733
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,154,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,633,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,858,786
Interest on participant loans2018-12-31$7,334
Value of interest in common/collective trusts at end of year2018-12-31$134,240
Value of interest in common/collective trusts at beginning of year2018-12-31$120,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-656,641
Net investment gain or loss from common/collective trusts2018-12-31$1,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,715
Employer contributions (assets) at end of year2018-12-31$487
Employer contributions (assets) at beginning of year2018-12-31$432
Income. Dividends from preferred stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$327,481
Contract administrator fees2018-12-31$20,306
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JMR & COMPANY, LLC
Accountancy firm EIN2018-12-31824997518
2017 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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$1,391,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$570,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$492,881
Value of total corrective distributions2017-12-31$6,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$469,468
Value of total assets at end of year2017-12-31$8,154,182
Value of total assets at beginning of year2017-12-31$7,333,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,106
Total interest from all sources2017-12-31$7,695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$143,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,392
Administrative expenses professional fees incurred2017-12-31$37,796
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$440,600
Participant contributions at end of year2017-12-31$165,682
Participant contributions at beginning of year2017-12-31$158,289
Participant contributions at end of year2017-12-31$8,438
Participant contributions at beginning of year2017-12-31$7,985
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$781
Other income not declared elsewhere2017-12-31$26
Administrative expenses (other) incurred2017-12-31$1,477
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$821,026
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,154,182
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,333,156
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
Investment advisory and management fees2017-12-31$11,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,858,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,061,704
Interest on participant loans2017-12-31$7,695
Value of interest in common/collective trusts at end of year2017-12-31$120,844
Value of interest in common/collective trusts at beginning of year2017-12-31$104,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$769,436
Net investment gain or loss from common/collective trusts2017-12-31$1,232
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$28,087
Employer contributions (assets) at end of year2017-12-31$432
Employer contributions (assets) at beginning of year2017-12-31$395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$492,881
Contract administrator fees2017-12-31$19,864
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JMR & COMPANY, LLC
Accountancy firm EIN2017-12-31824997518
2016 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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$1,127,074
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$556,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$470,845
Value of total corrective distributions2016-12-31$22,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$491,534
Value of total assets at end of year2016-12-31$7,333,156
Value of total assets at beginning of year2016-12-31$6,762,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,028
Total interest from all sources2016-12-31$7,152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$136,206
Administrative expenses professional fees incurred2016-12-31$32,818
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$450,963
Participant contributions at end of year2016-12-31$158,289
Participant contributions at beginning of year2016-12-31$190,783
Participant contributions at end of year2016-12-31$7,985
Participant contributions at beginning of year2016-12-31$8,217
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,501
Administrative expenses (other) incurred2016-12-31$1,535
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$570,939
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,333,156
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,762,217
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
Investment advisory and management fees2016-12-31$10,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,061,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,474,341
Interest on participant loans2016-12-31$7,152
Value of interest in common/collective trusts at end of year2016-12-31$104,783
Value of interest in common/collective trusts at beginning of year2016-12-31$88,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$491,253
Net investment gain or loss from common/collective trusts2016-12-31$929
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$28,070
Employer contributions (assets) at end of year2016-12-31$395
Employer contributions (assets) at beginning of year2016-12-31$371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$470,845
Contract administrator fees2016-12-31$17,925
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHRISTIE L. MAROTTA, CPA, P.C.
Accountancy firm EIN2016-12-31810731797
2015 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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$323,743
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$257,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$192,865
Value of total corrective distributions2015-12-31$8,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$505,288
Value of total assets at end of year2015-12-31$6,762,217
Value of total assets at beginning of year2015-12-31$6,695,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,010
Total interest from all sources2015-12-31$8,009
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$132,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$132,555
Administrative expenses professional fees incurred2015-12-31$29,355
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$476,626
Participant contributions at end of year2015-12-31$190,783
Participant contributions at beginning of year2015-12-31$178,427
Participant contributions at end of year2015-12-31$8,217
Administrative expenses (other) incurred2015-12-31$1,226
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$66,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,762,217
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,695,864
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
Investment advisory and management fees2015-12-31$9,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,474,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,433,669
Interest on participant loans2015-12-31$8,009
Value of interest in common/collective trusts at end of year2015-12-31$88,505
Value of interest in common/collective trusts at beginning of year2015-12-31$73,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-322,724
Net investment gain or loss from common/collective trusts2015-12-31$615
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$28,662
Employer contributions (assets) at end of year2015-12-31$371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$192,865
Contract administrator fees2015-12-31$15,585
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHRISTIE L. MAROTTA, CPA, P.C.
Accountancy firm EIN2015-12-31810731797
2014 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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$1,392,397
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,021,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$962,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,069,814
Value of total assets at end of year2014-12-31$6,695,864
Value of total assets at beginning of year2014-12-31$6,324,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,159
Total interest from all sources2014-12-31$6,161
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$124,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$124,410
Administrative expenses professional fees incurred2014-12-31$19,822
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$430,037
Participant contributions at end of year2014-12-31$178,427
Participant contributions at beginning of year2014-12-31$149,673
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$613,077
Administrative expenses (other) incurred2014-12-31$14,620
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$371,153
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,695,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,324,711
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
Investment advisory and management fees2014-12-31$9,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,433,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,098,487
Interest on participant loans2014-12-31$6,161
Value of interest in common/collective trusts at end of year2014-12-31$73,316
Value of interest in common/collective trusts at beginning of year2014-12-31$76,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$191,656
Net investment gain or loss from common/collective trusts2014-12-31$356
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$962,085
Contract administrator fees2014-12-31$14,941
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JED COHEN, CPA P.C.
Accountancy firm EIN2014-12-31043468410
2013 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,428,699
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$711,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$648,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$416,096
Value of total assets at end of year2013-12-31$6,324,711
Value of total assets at beginning of year2013-12-31$5,607,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,273
Total interest from all sources2013-12-31$5,682
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$104,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$104,900
Administrative expenses professional fees incurred2013-12-31$23,130
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$390,506
Participant contributions at end of year2013-12-31$149,673
Participant contributions at beginning of year2013-12-31$163,046
Participant contributions at beginning of year2013-12-31$7,720
Administrative expenses (other) incurred2013-12-31$14,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$717,227
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,324,711
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,607,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,098,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,362,605
Interest on participant loans2013-12-31$5,682
Value of interest in common/collective trusts at end of year2013-12-31$76,551
Value of interest in common/collective trusts at beginning of year2013-12-31$73,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$901,632
Net investment gain or loss from common/collective trusts2013-12-31$389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$25,590
Employer contributions (assets) at beginning of year2013-12-31$454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$648,199
Contract administrator fees2013-12-31$16,392
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JED COHEN, CPA P.C.
Accountancy firm EIN2013-12-31043468410
2012 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,122,208
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$286,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$227,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$444,552
Value of total assets at end of year2012-12-31$5,607,484
Value of total assets at beginning of year2012-12-31$4,772,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,754
Total interest from all sources2012-12-31$7,088
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$111,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$111,397
Administrative expenses professional fees incurred2012-12-31$14,191
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$411,609
Participant contributions at end of year2012-12-31$163,046
Participant contributions at beginning of year2012-12-31$188,073
Participant contributions at end of year2012-12-31$7,720
Participant contributions at beginning of year2012-12-31$7,285
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,661
Administrative expenses (other) incurred2012-12-31$17,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$835,374
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,607,484
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,772,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,362,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,517,322
Interest on participant loans2012-12-31$7,088
Value of interest in common/collective trusts at end of year2012-12-31$73,659
Value of interest in common/collective trusts at beginning of year2012-12-31$58,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$558,623
Net investment gain or loss from common/collective trusts2012-12-31$548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$28,282
Employer contributions (assets) at end of year2012-12-31$454
Employer contributions (assets) at beginning of year2012-12-31$510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$227,080
Contract administrator fees2012-12-31$20,407
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JED COHEN, CPA P.C.
Accountancy firm EIN2012-12-31043468410
2011 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$297,436
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$350,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$298,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$461,751
Value of total assets at end of year2011-12-31$4,772,110
Value of total assets at beginning of year2011-12-31$4,824,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,690
Total interest from all sources2011-12-31$6,781
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$112,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$112,617
Administrative expenses professional fees incurred2011-12-31$13,331
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$412,763
Participant contributions at end of year2011-12-31$188,073
Participant contributions at beginning of year2011-12-31$163,367
Participant contributions at end of year2011-12-31$7,285
Participant contributions at beginning of year2011-12-31$7,379
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,087
Administrative expenses (other) incurred2011-12-31$12,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-52,586
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,772,110
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,824,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,517,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,603,619
Interest on participant loans2011-12-31$6,781
Value of interest in common/collective trusts at end of year2011-12-31$58,920
Value of interest in common/collective trusts at beginning of year2011-12-31$48,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-284,579
Net investment gain or loss from common/collective trusts2011-12-31$866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$28,901
Employer contributions (assets) at end of year2011-12-31$510
Employer contributions (assets) at beginning of year2011-12-31$504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$298,332
Contract administrator fees2011-12-31$19,453
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JED COHEN & COMPANY, PC
Accountancy firm EIN2011-12-31043468410
2010 : GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$971,751
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$164,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$108,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$447,731
Value of total assets at end of year2010-12-31$4,824,696
Value of total assets at beginning of year2010-12-31$4,017,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,340
Total interest from all sources2010-12-31$6,129
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$105,714
Administrative expenses professional fees incurred2010-12-31$18,174
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$240,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$418,785
Participant contributions at end of year2010-12-31$163,367
Participant contributions at beginning of year2010-12-31$153,391
Participant contributions at end of year2010-12-31$7,379
Participant contributions at beginning of year2010-12-31$142
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$182
Other income not declared elsewhere2010-12-31$22
Administrative expenses (other) incurred2010-12-31$14,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$807,683
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,824,696
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,017,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,603,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,839,883
Interest on participant loans2010-12-31$6,129
Value of interest in common/collective trusts at end of year2010-12-31$48,858
Value of interest in common/collective trusts at beginning of year2010-12-31$14,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$411,642
Net investment gain or loss from common/collective trusts2010-12-31$513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,764
Employer contributions (assets) at end of year2010-12-31$504
Employer contributions (assets) at beginning of year2010-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$108,728
Contract administrator fees2010-12-31$15,991
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JED COHEN & COMPANY, PC
Accountancy firm EIN2010-12-31043468410

Form 5500 Responses for GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN

2022: GEM PLUMBING AND HEATING CO., INC. 401(K) 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEM PLUMBING AND HEATING CO., INC. 401(K) 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT 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
2013: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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