SPEER AIR CONDITIONING, INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: SPEER AIR 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-06 | 30 |
| Total number of particpants at end of year | 2025-10-06 | 44 |
| Number of Participants With Account Balances | 2025-10-06 | 33 |
| 2024: SPEER AIR 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-07 | 39 |
| Total number of particpants at end of year | 2024-06-07 | 37 |
| Number of Participants With Account Balances | 2024-06-07 | 28 |
| 2022: SPEER AIR 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-11 | 28 |
| Total number of particpants at end of year | 2022-05-11 | 39 |
| Number of Participants With Account Balances | 2022-05-11 | 30 |
| 2014: SPEER AIR 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 26 |
| Number of participants with account balances | 2014-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SPEER AIR 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
| Total of all active and inactive participants | 2013-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 27 |
| Number of participants with account balances | 2013-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: SPEER AIR 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 27 |
| Number of participants with account balances | 2012-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
| 2011: SPEER AIR 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: SPEER AIR 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SPEER AIR 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-06 | 284350 |
| Net assets as of the end of the plan year | 2025-10-06 | 2036729 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 1932111 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 193000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 129506 |
| Value of participant loans at end of plan year | 2025-10-06 | 2669 |
| Other income to plan in this plan year | 2025-10-06 | 249544 |
| Plan net income in this plan year | 2025-10-06 | 104618 |
| Net assets as of the end of the plan year | 2025-10-06 | 2036729 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 1932111 |
| Employer contributions to plan in this plan year | 2025-10-06 | 9918 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 5084 |
| 2024 : SPEER AIR 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-07 | 32460 |
| Net assets as of the end of the plan year | 2024-06-07 | 1932111 |
| Total assets as of the beginning of the plan year | 2024-06-07 | 1564436 |
| Value of plan covered by a fidelity bond | 2024-06-07 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-07 | 115877 |
| Other expenses paid from plan in this plan year | 2024-06-07 | 0 |
| Other contributions to plan in this plan year | 2024-06-07 | 0 |
| Other income to plan in this plan year | 2024-06-07 | 273457 |
| Plan net income in this plan year | 2024-06-07 | 367675 |
| Net assets as of the end of the plan year | 2024-06-07 | 1932111 |
| Net assets as of the beginning of the plan year | 2024-06-07 | 1564436 |
| Employer contributions to plan in this plan year | 2024-06-07 | 10801 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-07 | 100 |
| 2022 : SPEER AIR 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-11 | 0 |
| Net assets as of the end of the plan year | 2022-05-11 | 2409025 |
| Total assets as of the beginning of the plan year | 2022-05-11 | 1973937 |
| Value of plan covered by a fidelity bond | 2022-05-11 | 100000 |
| Participant contributions to plan in this plan year | 2022-05-11 | 149429 |
| Other expenses paid from plan in this plan year | 2022-05-11 | 0 |
| Other contributions to plan in this plan year | 2022-05-11 | 0 |
| Other income to plan in this plan year | 2022-05-11 | 271424 |
| Plan net income in this plan year | 2022-05-11 | 435088 |
| Net assets as of the end of the plan year | 2022-05-11 | 2409025 |
| Net assets as of the beginning of the plan year | 2022-05-11 | 1973937 |
| Employer contributions to plan in this plan year | 2022-05-11 | 14235 |
| 2014 : SPEER AIR 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $167,363 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $246,027 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $246,027 |
| Total plan assets at end of year | 2014-12-31 | $1,146,097 |
| Total plan assets at beginning of year | 2014-12-31 | $1,224,761 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $83,845 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $75,133 |
| Net income (gross income less expenses) | 2014-12-31 | $-78,664 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,146,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,224,761 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,385 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : SPEER AIR 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $326,803 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,224,761 |
| Total plan assets at beginning of year | 2013-12-31 | $897,958 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $78,421 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $240,543 |
| Net income (gross income less expenses) | 2013-12-31 | $326,803 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,224,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $897,958 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,839 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : SPEER AIR 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $190,198 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $35,969 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $35,969 |
| Total plan assets at end of year | 2012-12-31 | $897,958 |
| Total plan assets at beginning of year | 2012-12-31 | $743,729 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $63,302 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $120,566 |
| Net income (gross income less expenses) | 2012-12-31 | $154,229 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $897,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $743,729 |
| Assets. Value of participant loans | 2012-12-31 | $7,620 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,330 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : SPEER AIR 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $8,552 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $743,729 |
| Total plan assets at beginning of year | 2011-12-31 | $735,177 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $58,667 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-55,982 |
| Net income (gross income less expenses) | 2011-12-31 | $8,552 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $743,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $735,177 |
| Assets. Value of participant loans | 2011-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,867 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : SPEER AIR 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $112,609 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $32,107 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $32,107 |
| Total plan assets at end of year | 2010-12-31 | $735,177 |
| Total plan assets at beginning of year | 2010-12-31 | $654,675 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,419 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $62,643 |
| Net income (gross income less expenses) | 2010-12-31 | $80,502 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $735,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $654,675 |
| Assets. Value of participant loans | 2010-12-31 | $10,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,547 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : SPEER AIR 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: SPEER AIR 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SPEER AIR 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SPEER AIR 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SPEER AIR 401(K) 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 |
| 2009: SPEER AIR 401(K) 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 |