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AVATT SERVICES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameAVATT SERVICES, INC. 401(K) SAVINGS PLAN
Plan identification number 001

AVATT SERVICES, INC. 401(K) SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AVATT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AVATT SERVICES, INC.
Employer identification number (EIN):204956246
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about AVATT SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-05-30
Company Identification Number: 0800661591
Legal Registered Office Address: 340 COUNTY ROAD 260

LIBERTY HILL
United States of America (USA)
78642

More information about AVATT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVATT SERVICES, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MOLLY TUMLINSON2024-06-20 MOLLY TUMLINSON2024-06-20
0012022-01-01MOLLY TUMLINSON2023-06-22 MOLLY TUMLINSON2023-06-22
0012021-01-01MOLLY TUMLINSON2022-06-22
0012020-01-01MOLLY TUMLINSON2021-06-23 MOLLY TUMLINSON2021-06-23
0012019-01-01MOLLY TUMLINSON2020-06-22 MOLLY TUMLINSON2020-06-22
0012018-01-01MOLLY TUMLINSON2019-05-30 MOLLY TUMLINSON2019-05-30
0012017-01-01
0012016-01-01
0012015-01-01

Financial Data on AVATT SERVICES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2025 : AVATT SERVICES, INC. 401(K) SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-090
Total expenses incurred by plan in this plan year2025-09-0969625
Net assets as of the end of the plan year2025-09-09689517
Total assets as of the beginning of the plan year2025-09-09581342
Value of plan covered by a fidelity bond2025-09-0950000
Participant contributions to plan in this plan year2025-09-0967517
Other income to plan in this plan year2025-09-0967328
Plan net income in this plan year2025-09-09108175
Net assets as of the end of the plan year2025-09-09689517
Net assets as of the beginning of the plan year2025-09-09581342
Employer contributions to plan in this plan year2025-09-0942955
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-093716
2024 : AVATT SERVICES, INC. 401(K) SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2055221
Net assets as of the end of the plan year2024-06-20581342
Total assets as of the beginning of the plan year2024-06-20435009
Value of plan covered by a fidelity bond2024-06-2050000
Participant contributions to plan in this plan year2024-06-2064886
Other income to plan in this plan year2024-06-2078305
Plan net income in this plan year2024-06-20146333
Net assets as of the end of the plan year2024-06-20581342
Net assets as of the beginning of the plan year2024-06-20435009
Employer contributions to plan in this plan year2024-06-2058363
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-203935
2022 : AVATT SERVICES, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-221930
Net assets as of the end of the plan year2022-06-22400131
Total assets as of the beginning of the plan year2022-06-22247234
Value of plan covered by a fidelity bond2022-06-2250000
Participant contributions to plan in this plan year2022-06-2257986
Other income to plan in this plan year2022-06-2242627
Plan net income in this plan year2022-06-22152897
Net assets as of the end of the plan year2022-06-22400131
Net assets as of the beginning of the plan year2022-06-22247234
Employer contributions to plan in this plan year2022-06-2254214
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-221930

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