401k Plan data: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN plan

STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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.
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

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

Company Name: STANDARD HEATING & AIR CONDITIONING, INC

Employer identification number (EIN): 200914439

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01 CLAIRE FERRARA 2020-10-14
003 2018-01-01 TROY GREGORY 2019-06-18 TROY GREGORY 2019-06-18
003 2017-01-01 TROY GREGORY 2018-07-24 TROY GREGORY 2018-07-24
003 2016-01-01 TROY GREGORY 2017-07-03
003 2015-01-01 TROY GREGORY 2016-06-30 TROY GREGORY 2016-06-30
003 2014-01-01 TROY GREGORY 2015-07-01 TROY GREGORY 2015-07-01
003 2013-01-01
003 2012-01-01 TROY GREGORY 2013-07-29
003 2011-01-01 BRUCE A. BOUTA BRUCE A. BOUTA 2012-07-23
003 2010-01-01 TROY GREGORY TROY GREGORY 2011-07-27
003 2009-01-01 TROY D. GREGORY TROY D. GREGORY 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01	CLAIRE FERRARA	2020-10-14
003	2018-01-01	TROY GREGORY	2019-06-18	TROY GREGORY	2019-06-18
003	2017-01-01	TROY GREGORY	2018-07-24	TROY GREGORY	2018-07-24
003	2016-01-01	TROY GREGORY	2017-07-03
003	2015-01-01	TROY GREGORY	2016-06-30	TROY GREGORY	2016-06-30
003	2014-01-01	TROY GREGORY	2015-07-01	TROY GREGORY	2015-07-01
003	2013-01-01
003	2012-01-01	TROY GREGORY	2013-07-29
003	2011-01-01	BRUCE A. BOUTA		BRUCE A. BOUTA	2012-07-23
003	2010-01-01	TROY GREGORY		TROY GREGORY	2011-07-27
003	2009-01-01	TROY D. GREGORY		TROY D. GREGORY	2010-07-26

Plan Statistics for STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
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 56
Total of all active and inactive participants 2022-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 169
Number of participants with account balances 2022-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 105
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 52
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 157
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
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 30
Total of all active and inactive participants 2020-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 129
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2011: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
Number of retired or separated participants receiving benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 89
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 73
2010: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of retired or separated participants receiving benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 75
Total participants 2010-01-01 75
Number of participants with account balances 2010-01-01 75
2009: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 21
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 75

Measure	Date	Value
2022: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
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	56
Total of all active and inactive participants	2022-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	169
Number of participants with account balances	2022-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	105
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	52
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	157
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
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	30
Total of all active and inactive participants	2020-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	129
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2011: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
Number of retired or separated participants receiving benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	89
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	73
2010: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of retired or separated participants receiving benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	75
Total participants	2010-01-01	75
Number of participants with account balances	2010-01-01	75
2009: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	21
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	75

Financial Data on STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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	$-818,105
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$481,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$436,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,289,153
Value of total assets at end of year	2022-12-31	$14,991,853
Value of total assets at beginning of year	2022-12-31	$16,291,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,994
Total interest from all sources	2022-12-31	$6,664
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$243,741
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	$243,741
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	$795,828
Participant contributions at end of year	2022-12-31	$147,173
Participant contributions at beginning of year	2022-12-31	$105,792
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,701
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	$-1,299,225
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,991,853
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,291,078
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
Investment advisory and management fees	2022-12-31	$37,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,809,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,159,316
Interest on participant loans	2022-12-31	$6,664
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,357,663
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	$488,624
Employer contributions (assets) at end of year	2022-12-31	$34,767
Employer contributions (assets) at beginning of year	2022-12-31	$25,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$436,126
Contract administrator fees	2022-12-31	$7,712
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	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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	$3,197,116
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,092,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,047,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,178,895
Value of total assets at end of year	2021-12-31	$16,291,078
Value of total assets at beginning of year	2021-12-31	$14,186,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$44,688
Total interest from all sources	2021-12-31	$5,422
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$183,790
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	$183,790
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$666,400
Participant contributions at end of year	2021-12-31	$105,792
Participant contributions at beginning of year	2021-12-31	$125,012
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$25,193
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	$2,105,020
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,291,078
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,186,058
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
Investment advisory and management fees	2021-12-31	$37,826
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,159,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,044,186
Interest on participant loans	2021-12-31	$5,422
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,829,009
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	$487,302
Employer contributions (assets) at end of year	2021-12-31	$25,970
Employer contributions (assets) at beginning of year	2021-12-31	$16,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,047,408
Contract administrator fees	2021-12-31	$6,862
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	LURIE, LLP
Accountancy firm EIN	2021-12-31	410721734
2020 : STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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	$2,567,383
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$705,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$654,034
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$915,381
Value of total assets at end of year	2020-12-31	$14,186,058
Value of total assets at beginning of year	2020-12-31	$12,324,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,391
Total interest from all sources	2020-12-31	$8,799
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$180,684
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	$180,684
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$541,378
Participant contributions at end of year	2020-12-31	$125,012
Participant contributions at beginning of year	2020-12-31	$169,597
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$20,898
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	$1,861,597
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,186,058
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,324,461
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
Investment advisory and management fees	2020-12-31	$29,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,044,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,154,864
Interest on participant loans	2020-12-31	$8,799
Income. Interest from loans (other than to participants)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,462,519
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	$353,105
Employer contributions (assets) at end of year	2020-12-31	$16,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$654,034
Contract administrator fees	2020-12-31	$5,300
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	Disclaimer
Accountancy firm name	2020-12-31	LURIE, LLP
Accountancy firm EIN	2020-12-31	410721734
2011 : STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$494,047
Expenses. Total of all expenses incurred	2011-12-31	$322,787
Benefits paid (including direct rollovers)	2011-12-31	$322,787
Total plan assets at end of year	2011-12-31	$5,227,375
Total plan assets at beginning of year	2011-12-31	$5,056,115
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$326,946
Other income received	2011-12-31	$-25,075
Net income (gross income less expenses)	2011-12-31	$171,260
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,227,375
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,056,115
Assets. Value of participant loans	2011-12-31	$93,604
Total contributions received or receivable from employer(s)	2011-12-31	$192,176
2010 : STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$969,537
Expenses. Total of all expenses incurred	2010-12-31	$337,980
Benefits paid (including direct rollovers)	2010-12-31	$321,764
Total plan assets at end of year	2010-12-31	$5,056,115
Total plan assets at beginning of year	2010-12-31	$4,424,558
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$291,066
Other income received	2010-12-31	$510,369
Net income (gross income less expenses)	2010-12-31	$631,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,056,115
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,424,558
Assets. Value of participant loans	2010-12-31	$103,537
Total contributions received or receivable from employer(s)	2010-12-31	$168,102
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16,216

Form 5500 Responses for STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN

2022: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING 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
2011: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STANDARD HEATING & AIR CONDITIONING INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

29626

Policy instance

Insurance contract or identification number	29626
Number of Individuals Covered	75
Insurance policy start date	2011-01-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $4,297
Total amount of fees paid to insurance company	USD $2,728
Are there contracts with allocated funds for group deferred annuity?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

29626

Policy instance

Insurance contract or identification number	29626
Number of Individuals Covered	75
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $11,125
Total amount of fees paid to insurance company	USD $225
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,125
Insurance broker organization code?	3
Amount paid for insurance broker fees	225
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	GREAT LAKES PENSION CONSULTANTS

Potentially related plans

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Company Name:	STANDARD HEATING & AIR CONDITIONING, INC
Employer identification number (EIN):	200914439
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors