| Plan Name | F.D. PIERCE COMPANY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HVAC SOLUTIONS, INC. DBA F.D. PIERCE COMPANY |
| Employer identification number (EIN): | 260610004 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LISA CLARK | 2024-03-15 | ||
| 001 | 2022-01-01 | LISA CLARK | 2023-03-20 | ||
| 001 | 2021-01-01 | LISA CLARK | 2022-04-06 | ||
| 001 | 2020-01-01 | LISA CLARK | 2021-05-26 | ||
| 001 | 2019-01-01 | LISA CLARK | 2020-07-06 | ||
| 001 | 2018-01-01 | LISA CLARK | 2019-09-16 | ||
| 001 | 2017-01-01 | LISA CLARK | 2018-05-03 | ||
| 001 | 2016-01-01 | LISA CLARK | 2017-06-05 | ||
| 001 | 2015-01-01 | LISA CLARK | 2016-07-27 | ||
| 001 | 2014-01-01 | LISA CLARK | 2015-07-02 | ||
| 001 | 2013-01-01 | LISA CLARK | 2014-06-03 | ||
| 001 | 2012-01-01 | LISA CLARK | 2013-06-26 | ||
| 001 | 2011-01-01 | LISA CLARK | 2012-07-26 | ||
| 001 | 2010-01-01 | LISA CLARK | 2011-10-12 |
| Measure | Date | Value |
|---|---|---|
| 2024: F.D. PIERCE COMPANY 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-03-15 | 16 |
| Total number of particpants at end of year | 2024-03-15 | 16 |
| Number of Participants With Account Balances | 2024-03-15 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2024 : F.D. PIERCE COMPANY 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-03-15 | 121266 |
| Net assets as of the end of the plan year | 2024-03-15 | 1191553 |
| Total assets as of the beginning of the plan year | 2024-03-15 | 1024777 |
| Value of plan covered by a fidelity bond | 2024-03-15 | 50000 |
| Participant contributions to plan in this plan year | 2024-03-15 | 85778 |
| Other income to plan in this plan year | 2024-03-15 | 166237 |
| Plan net income in this plan year | 2024-03-15 | 166776 |
| Net assets as of the end of the plan year | 2024-03-15 | 1191553 |
| Net assets as of the beginning of the plan year | 2024-03-15 | 1024777 |
| Employer contributions to plan in this plan year | 2024-03-15 | 36027 |
| Fees paid to broker by Benefit Provider | 2024-03-15 | 2753 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-15 | 15286 |