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HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 401k Plan overview

Plan NameHUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN
Plan identification number 001

HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

HERITAGE MECHANICAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE MECHANICAL SERVICES, LLC
Employer identification number (EIN):223767031
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about HERITAGE MECHANICAL SERVICES, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2010-01-29
Company Identification Number: S315553
Legal Registered Office Address: 4201 COLUMBUS DR

HENRICO
United States of America (USA)
23222

More information about HERITAGE MECHANICAL SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01EDWARD HUTCHINSON
0012016-01-01EDWARD HUTCHINSON
0012015-01-01EDWARD HUTCHINSON
0012014-01-01EDWARD HUTCHINSON
0012013-01-01EDWARD HUTCHINSON
0012012-01-01EDWARD HUTCHINSON
0012011-01-01EDWARD HUTCHINSON
0012010-05-01EDWARD HUTCHINSON2011-10-13
0012010-01-01EDWARD HUTCHINSON
0012009-01-01EDWARD HUTCHINSON

Plan Statistics for HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN

401k plan membership statisitcs for HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN

Measure Date Value
2019: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01363
Number of participants with account balances2019-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01355
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01362
Number of participants with account balances2018-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01371
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01342
Number of participants with account balances2017-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01369
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01371
Number of participants with account balances2016-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01365
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01149
Total of all active and inactive participants2015-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01369
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01352
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01125
Total of all active and inactive participants2014-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01365
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01387
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01352
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01316
Total number of active participants reported on line 7a of the Form 55002012-01-01285
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01387
Number of participants with account balances2012-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01307
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01316
Number of participants with account balances2011-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01224
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01307
Number of participants with account balances2010-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01267
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01263
Number of participants with account balances2009-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN

Measure Date Value
2019 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,277,914
Total income from all sources (including contributions)2019-12-31$5,277,914
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$908,996
Total of all expenses incurred2019-12-31$908,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,559
Expenses. Certain deemed distributions of participant loans2019-12-31$21,517
Expenses. Certain deemed distributions of participant loans2019-12-31$21,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$977,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$977,496
Value of total assets at end of year2019-12-31$20,967,401
Value of total assets at end of year2019-12-31$20,967,401
Value of total assets at beginning of year2019-12-31$16,598,483
Value of total assets at beginning of year2019-12-31$16,598,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,920
Total interest from all sources2019-12-31$31,138
Total interest from all sources2019-12-31$31,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$780,497
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$780,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$780,497
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$780,497
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$729,725
Contributions received from participants2019-12-31$729,725
Participant contributions at end of year2019-12-31$651,961
Participant contributions at end of year2019-12-31$651,961
Participant contributions at beginning of year2019-12-31$626,978
Participant contributions at beginning of year2019-12-31$626,978
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,375
Participant contributions at beginning of year2019-12-31$18,375
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,529
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,368,918
Value of net income/loss2019-12-31$4,368,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,967,401
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,967,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,598,483
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,598,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$95,920
Investment advisory and management fees2019-12-31$95,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,960,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,960,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,625,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,625,201
Interest on participant loans2019-12-31$31,138
Interest on participant loans2019-12-31$31,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$355,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$355,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$322,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$322,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,488,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,488,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$243,242
Contributions received in cash from employer2019-12-31$243,242
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,156
Employer contributions (assets) at beginning of year2019-12-31$5,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,559
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm name2019-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2019-12-31223008776
Accountancy firm EIN2019-12-31223008776
2018 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$216,117
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$354,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$256,523
Expenses. Certain deemed distributions of participant loans2018-12-31$16,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,094,239
Value of total assets at end of year2018-12-31$16,598,483
Value of total assets at beginning of year2018-12-31$16,736,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,385
Total interest from all sources2018-12-31$27,572
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$794,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$794,986
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$716,378
Participant contributions at end of year2018-12-31$626,978
Participant contributions at beginning of year2018-12-31$607,846
Participant contributions at end of year2018-12-31$18,375
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$140,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-138,167
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,598,483
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,736,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$81,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,625,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,870,803
Interest on participant loans2018-12-31$27,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$322,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$258,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,700,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$237,401
Employer contributions (assets) at end of year2018-12-31$5,156
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$256,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2018-12-31223008776
2017 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,736,582
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$318,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$239,081
Expenses. Certain deemed distributions of participant loans2017-12-31$20,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$977,439
Value of total assets at end of year2017-12-31$16,736,650
Value of total assets at beginning of year2017-12-31$13,318,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,767
Total interest from all sources2017-12-31$24,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$573,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$573,244
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$700,513
Participant contributions at end of year2017-12-31$607,846
Participant contributions at beginning of year2017-12-31$533,815
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,418,248
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,736,650
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,318,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$58,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,870,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,767,551
Interest on participant loans2017-12-31$24,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$258,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,161,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$224,953
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$239,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2017-12-31223008776
2016 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,830,726
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$433,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$347,247
Expenses. Certain deemed distributions of participant loans2016-12-31$38,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$878,671
Value of total assets at end of year2016-12-31$13,318,402
Value of total assets at beginning of year2016-12-31$11,921,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,526
Total interest from all sources2016-12-31$21,348
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$328,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$328,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$660,818
Participant contributions at end of year2016-12-31$533,815
Participant contributions at beginning of year2016-12-31$461,198
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,396,805
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,318,402
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,921,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,767,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,445,915
Interest on participant loans2016-12-31$21,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$602,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$217,853
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$347,247
Contract administrator fees2016-12-31$48,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2016-12-31223008776
2015 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$939,198
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$803,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$738,972
Expenses. Certain deemed distributions of participant loans2015-12-31$12,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$825,501
Value of total assets at end of year2015-12-31$11,921,597
Value of total assets at beginning of year2015-12-31$11,785,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,267
Total interest from all sources2015-12-31$16,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$493,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$493,503
Administrative expenses professional fees incurred2015-12-31$52,267
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$718,959
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$614,346
Participant contributions at end of year2015-12-31$461,198
Participant contributions at beginning of year2015-12-31$369,462
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$189
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$135,790
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,921,597
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,785,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,445,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,105,209
Interest on participant loans2015-12-31$16,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$310,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-396,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$211,155
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$738,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2015-12-31223008776
2014 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,789,217
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,124,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,018,173
Expenses. Certain deemed distributions of participant loans2014-12-31$62,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$814,837
Value of total assets at end of year2014-12-31$11,785,807
Value of total assets at beginning of year2014-12-31$11,121,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,855
Total interest from all sources2014-12-31$14,562
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$409,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$409,339
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$718,959
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$577,456
Participant contributions at end of year2014-12-31$369,462
Participant contributions at beginning of year2014-12-31$393,508
Participant contributions at end of year2014-12-31$189
Participant contributions at beginning of year2014-12-31$2,710
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$664,267
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,785,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,121,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,105,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,418,134
Interest on participant loans2014-12-31$14,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$310,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$304,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$550,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,626
Employer contributions (assets) at end of year2014-12-31$237
Employer contributions (assets) at beginning of year2014-12-31$2,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,018,173
Contract administrator fees2014-12-31$43,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2014-12-31223008776
2013 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,045,733
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$594,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$510,251
Expenses. Certain deemed distributions of participant loans2013-12-31$52,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,089,222
Value of total assets at end of year2013-12-31$11,121,540
Value of total assets at beginning of year2013-12-31$8,670,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,020
Total interest from all sources2013-12-31$15,964
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$326,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$326,781
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$718,959
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$574,213
Participant contributions at end of year2013-12-31$393,508
Participant contributions at beginning of year2013-12-31$348,279
Participant contributions at end of year2013-12-31$2,710
Participant contributions at beginning of year2013-12-31$49,158
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$316,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,451,518
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,121,540
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,670,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,418,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,255,151
Interest on participant loans2013-12-31$15,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$304,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,613,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$198,126
Employer contributions (assets) at end of year2013-12-31$2,878
Employer contributions (assets) at beginning of year2013-12-31$17,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$510,251
Contract administrator fees2013-12-31$31,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2013-12-31223008776
2012 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,595,339
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$462,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$397,493
Expenses. Certain deemed distributions of participant loans2012-12-31$26,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$638,846
Value of total assets at end of year2012-12-31$8,670,022
Value of total assets at beginning of year2012-12-31$7,536,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,305
Total interest from all sources2012-12-31$11,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$251,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$251,177
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$486,778
Participant contributions at end of year2012-12-31$348,279
Participant contributions at beginning of year2012-12-31$312,521
Participant contributions at end of year2012-12-31$49,158
Participant contributions at beginning of year2012-12-31$64,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$38,305
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,133,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,670,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,536,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,255,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,141,711
Interest on participant loans2012-12-31$11,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$693,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$152,068
Employer contributions (assets) at end of year2012-12-31$17,434
Employer contributions (assets) at beginning of year2012-12-31$17,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$397,493
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2012-12-31223008776
2011 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$616,354
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$209,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,544
Expenses. Certain deemed distributions of participant loans2011-12-31$2,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$597,435
Value of total assets at end of year2011-12-31$7,536,756
Value of total assets at beginning of year2011-12-31$7,129,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,054
Total interest from all sources2011-12-31$13,081
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$147,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$147,158
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$445,170
Participant contributions at end of year2011-12-31$312,521
Participant contributions at beginning of year2011-12-31$292,183
Participant contributions at end of year2011-12-31$64,618
Participant contributions at beginning of year2011-12-31$30,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$34,243
Administrative expenses (other) incurred2011-12-31$33,054
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$407,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,536,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,129,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,900,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,543,667
Interest on participant loans2011-12-31$13,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$241,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$219,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$219,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$152,265
Employer contributions (assets) at end of year2011-12-31$17,906
Employer contributions (assets) at beginning of year2011-12-31$9,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,544
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2011-12-31223008776
2010 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,459,018
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$247,251
Expenses. Certain deemed distributions of participant loans2010-12-31$7,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$565,094
Value of total assets at end of year2010-12-31$7,129,666
Value of total assets at beginning of year2010-12-31$5,931,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,201
Total interest from all sources2010-12-31$13,375
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,677
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$420,445
Participant contributions at end of year2010-12-31$292,183
Participant contributions at beginning of year2010-12-31$243,658
Participant contributions at end of year2010-12-31$30,626
Participant contributions at beginning of year2010-12-31$27,684
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$726
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$514
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$11,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,198,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,129,666
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,931,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,543,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,388,148
Interest on participant loans2010-12-31$13,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$219,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$251,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$251,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$757,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$143,923
Employer contributions (assets) at end of year2010-12-31$9,282
Employer contributions (assets) at beginning of year2010-12-31$8,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$247,251
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAEFELE, FLANAGAN & CO.
Accountancy firm EIN2010-12-31223008776
2009 : HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN

2019: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUTCHINSON PLUMBING HEATING COOLING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335316-01
Policy instance 1
Insurance contract or identification number335316-01
Number of Individuals Covered104
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $639
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335316-01
Policy instance 1
Insurance contract or identification number335316-01
Number of Individuals Covered107
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $455
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $455
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335316-01
Policy instance 1
Insurance contract or identification number335316-01
Number of Individuals Covered105
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $455
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $455
Insurance broker organization code?3
Insurance broker nameCANTELLA & COMPANY, INC

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