401k Plan data: SUNSHINE STATE PLUMBING 401(K) PLAN plan

SUNSHINE STATE PLUMBING 401(K) PLAN 401k Plan overview

Plan Name	SUNSHINE STATE PLUMBING 401(K) PLAN
Plan identification number	001

SUNSHINE STATE PLUMBING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHEAST MECHANICAL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST MECHANICAL SYSTEMS, INC.

Employer identification number (EIN): 050554916

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about SOUTHEAST MECHANICAL SYSTEMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-02-19

Company Identification Number: P03000019729

Legal Registered Office Address: 1340 TRAILWOOD DRIVE

NEPTUNE BEACH

32266

More information about SOUTHEAST MECHANICAL SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSHINE STATE PLUMBING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-07-15 ROBERT HANSEN ROBERT HANSEN 2018-10-08

Plan Statistics for SUNSHINE STATE PLUMBING 401(K) PLAN

401k plan membership statisitcs for SUNSHINE STATE PLUMBING 401(K) PLAN

Measure Date Value
2022: SUNSHINE STATE PLUMBING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 187
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 194
Number of participants with account balances 2022-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SUNSHINE STATE PLUMBING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 225
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 230
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: SUNSHINE STATE PLUMBING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 176
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUNSHINE STATE PLUMBING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 206
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 206
Number of participants with account balances 2019-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUNSHINE STATE PLUMBING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 188
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 188
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUNSHINE STATE PLUMBING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-15 121
Total number of active participants reported on line 7a of the Form 5500 2017-07-15 153
Number of retired or separated participants receiving benefits 2017-07-15 0
Number of other retired or separated participants entitled to future benefits 2017-07-15 0
Total of all active and inactive participants 2017-07-15 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-15 0
Total participants 2017-07-15 153
Number of participants with account balances 2017-07-15 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-15 0

Measure	Date	Value
2022: SUNSHINE STATE PLUMBING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	187
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	194
Number of participants with account balances	2022-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SUNSHINE STATE PLUMBING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	225
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	230
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: SUNSHINE STATE PLUMBING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	176
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUNSHINE STATE PLUMBING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	206
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	206
Number of participants with account balances	2019-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUNSHINE STATE PLUMBING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	188
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	188
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUNSHINE STATE PLUMBING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-15	121
Total number of active participants reported on line 7a of the Form 5500	2017-07-15	153
Number of retired or separated participants receiving benefits	2017-07-15	0
Number of other retired or separated participants entitled to future benefits	2017-07-15	0
Total of all active and inactive participants	2017-07-15	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-15	0
Total participants	2017-07-15	153
Number of participants with account balances	2017-07-15	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-15	0

Financial Data on SUNSHINE STATE PLUMBING 401(K) PLAN

Measure	Date	Value
2022 : SUNSHINE STATE PLUMBING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$156,001
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$57,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$56,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$375,862
Value of total assets at end of year	2022-12-31	$1,424,406
Value of total assets at beginning of year	2022-12-31	$1,326,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,260
Total interest from all sources	2022-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$29,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$29,437
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$220,578
Participant contributions at end of year	2022-12-31	$23,681
Participant contributions at beginning of year	2022-12-31	$11,401
Participant contributions at end of year	2022-12-31	$3,214
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$98,128
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,424,406
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,326,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,381,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,304,132
Interest on participant loans	2022-12-31	$699
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$10,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$10,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-250,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$148,710
Employer contributions (assets) at end of year	2022-12-31	$2,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$56,613
Contract administrator fees	2022-12-31	$1,260
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2022-12-31	591843700
2021 : SUNSHINE STATE PLUMBING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$462,135
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$18,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$333,564
Value of total assets at end of year	2021-12-31	$1,326,278
Value of total assets at beginning of year	2021-12-31	$883,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,158
Total interest from all sources	2021-12-31	$536
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$22,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$22,507
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$120,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$202,648
Participant contributions at end of year	2021-12-31	$11,401
Participant contributions at beginning of year	2021-12-31	$14,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$443,178
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,326,278
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$883,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,304,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$865,890
Interest on participant loans	2021-12-31	$535
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$10,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$105,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$130,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,799
Contract administrator fees	2021-12-31	$2,158
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2021-12-31	591843700
2020 : SUNSHINE STATE PLUMBING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$405,825
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$297,805
Value of total assets at end of year	2020-12-31	$883,100
Value of total assets at beginning of year	2020-12-31	$482,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,050
Total interest from all sources	2020-12-31	$521
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$13,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$13,305
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$169,201
Participant contributions at end of year	2020-12-31	$14,060
Participant contributions at beginning of year	2020-12-31	$1,473
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$400,252
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$883,100
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$482,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$865,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$479,070
Interest on participant loans	2020-12-31	$508
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$94,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$112,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,523
Contract administrator fees	2020-12-31	$1,050
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2020-12-31	591843700
2019 : SUNSHINE STATE PLUMBING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$273,301
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$212,606
Value of total assets at end of year	2019-12-31	$482,848
Value of total assets at beginning of year	2019-12-31	$210,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$210
Total interest from all sources	2019-12-31	$66
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$10,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$10,663
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$30,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$123,825
Participant contributions at end of year	2019-12-31	$1,473
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$272,751
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$482,848
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$210,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$479,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$205,711
Interest on participant loans	2019-12-31	$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$88,781
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$1,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$340
Contract administrator fees	2019-12-31	$210
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2019-12-31	591843700
2018 : SUNSHINE STATE PLUMBING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$153,826
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$1,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$166,802
Value of total assets at end of year	2018-12-31	$210,097
Value of total assets at beginning of year	2018-12-31	$60,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,177
Total interest from all sources	2018-12-31	$-507
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,892
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$95,668
Participant contributions at end of year	2018-12-31	$1,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$149,561
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$210,097
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$60,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$205,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$60,096
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$-507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$71,134
Employer contributions (assets) at end of year	2018-12-31	$1,228
Contract administrator fees	2018-12-31	$3,177
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	ENNIS, PELLUM & ASSOCIATES, P.A.
Accountancy firm EIN	2018-12-31	591843700
2017 : SUNSHINE STATE PLUMBING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$60,536
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$58,819
Value of total assets at end of year	2017-12-31	$60,536
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,090
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$33,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$60,536
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$60,536
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$60,096
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$25,436
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	LARGE & GILBERT
Accountancy firm EIN	2017-12-31	021489201

Form 5500 Responses for SUNSHINE STATE PLUMBING 401(K) PLAN

2022: SUNSHINE STATE PLUMBING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUNSHINE STATE PLUMBING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUNSHINE STATE PLUMBING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUNSHINE STATE PLUMBING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUNSHINE STATE PLUMBING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUNSHINE STATE PLUMBING 401(K) PLAN 2017 form 5500 responses
2017-07-15	Type of plan entity	Single employer plan
2017-07-15	First time form 5500 has been submitted	Yes
2017-07-15	Submission has been amended	No
2017-07-15	This submission is the final filing	No
2017-07-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-15	Plan is a collectively bargained plan	No
2017-07-15	Plan funding arrangement – Trust	Yes
2017-07-15	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHEAST MECHANICAL SYSTEMS, INC.
Employer identification number (EIN):	050554916
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-02-19
Company Identification Number:	P03000019729
Legal Registered Office Address:	1340 TRAILWOOD DRIVE NEPTUNE BEACH 32266