401k Plan data: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN plan

THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 401k Plan overview

Plan Name	THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN
Plan identification number	001

THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

THE J.R. HOBBS CO. - ATLANTA, LLC THE J.R. HOBBS CO.- ATLANT has sponsored the creation of one or more 401k plans.

Company Name: THE J.R. HOBBS CO. - ATLANTA, LLC THE J.R. HOBBS CO.- ATLANT

Employer identification number (EIN): 262317730

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-04-01 ZACHARY POOLE ZACHARY POOLE 2018-10-15

Plan Statistics for THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN

401k plan membership statisitcs for THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN

Measure Date Value
2022: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 258
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 305
Total participants 2022-01-01 305
Number of participants with account balances 2022-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 263
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 305
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
Number of employers contributing to the scheme 2021-01-01 0
2020: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 318
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 345
Total participants 2020-01-01 345
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 26
Number of employers contributing to the scheme 2020-01-01 2
2019: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 359
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 370
Total participants 2019-01-01 370
Number of participants with account balances 2019-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 188
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 196
Number of participants with account balances 2018-01-01 43
2017: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 146
Number of retired or separated participants receiving benefits 2017-04-01 2
Total of all active and inactive participants 2017-04-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 148
Number of participants with account balances 2017-04-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0

Measure	Date	Value
2022: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	258
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	305
Total participants	2022-01-01	305
Number of participants with account balances	2022-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	263
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	305
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
Number of employers contributing to the scheme	2021-01-01	0
2020: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	318
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	345
Total participants	2020-01-01	345
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	26
Number of employers contributing to the scheme	2020-01-01	2
2019: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	359
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	370
Total participants	2019-01-01	370
Number of participants with account balances	2019-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	188
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	196
Number of participants with account balances	2018-01-01	43
2017: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	146
Number of retired or separated participants receiving benefits	2017-04-01	2
Total of all active and inactive participants	2017-04-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	148
Number of participants with account balances	2017-04-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0

Financial Data on THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN

Measure	Date	Value
2022 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$121,667
Total of all expenses incurred	2022-12-31	$410,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$388,167
Value of total corrective distributions	2022-12-31	$17,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$602,313
Value of total assets at end of year	2022-12-31	$2,299,254
Value of total assets at beginning of year	2022-12-31	$2,587,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,118
Total interest from all sources	2022-12-31	$3,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$5,118
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$459,744
Participant contributions at end of year	2022-12-31	$72,918
Participant contributions at beginning of year	2022-12-31	$63,735
Participant contributions at end of year	2022-12-31	$6,197
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$18,838
Total non interest bearing cash at end of year	2022-12-31	$2,193
Total non interest bearing cash at beginning of year	2022-12-31	$3,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-288,629
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,299,254
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,587,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,215,938
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,520,762
Interest on participant loans	2022-12-31	$3,984
Net investment gain or loss from common/collective trusts	2022-12-31	$-484,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$123,731
Employer contributions (assets) at end of year	2022-12-31	$2,008
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$388,167
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,171,429
Total of all expenses incurred	2021-12-31	$447,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$401,871
Value of total corrective distributions	2021-12-31	$41,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$878,886
Value of total assets at end of year	2021-12-31	$2,587,883
Value of total assets at beginning of year	2021-12-31	$1,863,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,592
Total interest from all sources	2021-12-31	$2,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$4,592
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$545,706
Participant contributions at end of year	2021-12-31	$63,735
Participant contributions at beginning of year	2021-12-31	$33,265
Participant contributions at beginning of year	2021-12-31	$8,682
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$185,910
Total non interest bearing cash at end of year	2021-12-31	$3,386
Total non interest bearing cash at beginning of year	2021-12-31	$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$723,950
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,587,883
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,863,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,520,762
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,817,072
Interest on participant loans	2021-12-31	$2,465
Net investment gain or loss from common/collective trusts	2021-12-31	$290,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$147,270
Employer contributions (assets) at beginning of year	2021-12-31	$2,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$401,871
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,174,380
Total of all expenses incurred	2020-12-31	$206,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$136,197
Value of total corrective distributions	2020-12-31	$65,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$952,803
Value of total assets at end of year	2020-12-31	$1,863,933
Value of total assets at beginning of year	2020-12-31	$895,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,448
Total interest from all sources	2020-12-31	$525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$4,448
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$503,838
Participant contributions at end of year	2020-12-31	$33,265
Participant contributions at beginning of year	2020-12-31	$3,957
Participant contributions at end of year	2020-12-31	$8,682
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$289,709
Other income not declared elsewhere	2020-12-31	$1,978
Total non interest bearing cash at end of year	2020-12-31	$2,050
Total non interest bearing cash at beginning of year	2020-12-31	$3,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$968,240
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,863,933
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$895,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,817,072
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$888,233
Interest on participant loans	2020-12-31	$525
Net investment gain/loss from pooled separate accounts	2020-12-31	$219,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$159,256
Employer contributions (assets) at end of year	2020-12-31	$2,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$136,197
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$608,520
Total of all expenses incurred	2019-12-31	$106,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$79,422
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,614
Value of total corrective distributions	2019-12-31	$16,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$492,016
Value of total assets at end of year	2019-12-31	$895,693
Value of total assets at beginning of year	2019-12-31	$393,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,982
Total interest from all sources	2019-12-31	$169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$3,982
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$380,766
Participant contributions at end of year	2019-12-31	$3,957
Participant contributions at beginning of year	2019-12-31	$6,729
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,130
Total non interest bearing cash at end of year	2019-12-31	$3,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$501,731
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$895,693
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$393,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$888,233
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$387,233
Interest on participant loans	2019-12-31	$169
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$115,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$111,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$79,422
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$176,382
Total of all expenses incurred	2018-12-31	$59,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$50,671
Value of total corrective distributions	2018-12-31	$5,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$207,621
Value of total assets at end of year	2018-12-31	$393,962
Value of total assets at beginning of year	2018-12-31	$276,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,732
Total interest from all sources	2018-12-31	$326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,732
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$203,646
Participant contributions at end of year	2018-12-31	$6,729
Participant contributions at beginning of year	2018-12-31	$2,507
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$632
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$117,111
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$393,962
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$276,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$387,233
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$274,344
Interest earned on other investments	2018-12-31	$326
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-32,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	Yes
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$50,671
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$281,236
Total of all expenses incurred	2017-12-31	$4,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$265,130
Value of total assets at end of year	2017-12-31	$276,851
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$790
Total interest from all sources	2017-12-31	$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$790
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$121,416
Participant contributions at end of year	2017-12-31	$2,507
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$221
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$276,851
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$276,851
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$274,344
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$7
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$15,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$143,714
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,595
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981

Form 5500 Responses for THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN

2022: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE J.R. HOBBS CO.-ATLANTA, LLC 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	First time form 5500 has been submitted	Yes
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	129138
Number of Individuals Covered	305
Insurance policy start date	2022-04-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,052
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5052
Insurance broker organization code?	5

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	129138
Number of Individuals Covered	305
Insurance policy start date	2021-04-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,700
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3700
Insurance broker organization code?	5

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	129138
Number of Individuals Covered	345
Insurance policy start date	2020-04-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker organization code?	5

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	129138
Number of Individuals Covered	104
Insurance policy start date	2019-04-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,219
Amount paid for insurance broker fees	1219
Insurance broker organization code?	5

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	129138
Number of Individuals Covered	43
Insurance policy start date	2018-04-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $873
Amount paid for insurance broker fees	873
Insurance broker organization code?	5

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

Policy contract number

129138

Policy instance

Insurance contract or identification number	9878430
Number of Individuals Covered	1082
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $5,088
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $55,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,088
Insurance broker organization code?	3
Amount paid for insurance broker fees	350
Insurance broker name	THE PENSION SERVICE, INC.

Potentially related plans

THE J.R. HOLCOMB & CO. 401(K) PLAN [EIN = 340964550]

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Company Name:	THE J.R. HOBBS CO. - ATLANTA, LLC THE J.R. HOBBS CO.- ATLANT
Employer identification number (EIN):	262317730
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors