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SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 401k Plan overview

Plan NameSEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN
Plan identification number 001

SEDGWICK HEATING & AIR CONDITIONING 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHAC, LLC has sponsored the creation of one or more 401k plans.

Company Name:SHAC, LLC
Employer identification number (EIN):271144053
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JON SIMONSON2024-08-05
0012022-01-01JON SIMONSON2023-09-29
0012021-01-01
0012021-01-01JON SIMONSON
0012020-01-01
0012019-01-01
0012018-01-01JON SIMONSON
0012017-01-01JON SIMONSON
0012016-01-01JON SIMONSON
0012015-01-01JON SIMONSON
0012014-01-01JON SIMONSON
0012013-01-01JON SIMONSON
0012012-01-01JON SIMONSON
0012011-01-01JON SIMONSON
0012010-01-01JON SIMONSON

Financial Data on SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN

Measure Date Value
2025 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1523232
Net assets as of the end of the plan year2025-09-151806879
Total assets as of the beginning of the plan year2025-09-151518425
Value of plan covered by a fidelity bond2025-09-1550000
Participant contributions to plan in this plan year2025-09-1586915
Value of participant loans at end of plan year2025-09-1535608
Other income to plan in this plan year2025-09-15175849
Plan net income in this plan year2025-09-15288454
Net assets as of the end of the plan year2025-09-151806879
Net assets as of the beginning of the plan year2025-09-151518425
Employer contributions to plan in this plan year2025-09-1548922
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-151561
2024 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-050
Total expenses incurred by plan in this plan year2024-08-0558687
Net assets as of the end of the plan year2024-08-051518425
Total assets as of the beginning of the plan year2024-08-051258987
Value of plan covered by a fidelity bond2024-08-0550000
Participant contributions to plan in this plan year2024-08-0559602
Value of participant loans at end of plan year2024-08-0514029
Other income to plan in this plan year2024-08-05217712
Plan net income in this plan year2024-08-05259438
Net assets as of the end of the plan year2024-08-051518425
Net assets as of the beginning of the plan year2024-08-051258987
Employer contributions to plan in this plan year2024-08-0540811
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-053248
2021 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$299,379
Expenses. Total of all expenses incurred2021-12-31$34,561
Benefits paid (including direct rollovers)2021-12-31$31,500
Total plan assets at end of year2021-12-31$1,495,659
Total plan assets at beginning of year2021-12-31$1,230,841
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$89,107
Other income received2021-12-31$163,488
Net income (gross income less expenses)2021-12-31$264,818
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,495,659
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,230,841
Assets. Value of participant loans2021-12-31$16,379
Total contributions received or receivable from employer(s)2021-12-31$46,784
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$315,035
Expenses. Total of all expenses incurred2020-12-31$67,872
Benefits paid (including direct rollovers)2020-12-31$65,152
Total plan assets at end of year2020-12-31$1,230,841
Total plan assets at beginning of year2020-12-31$983,678
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$85,212
Other income received2020-12-31$184,649
Net income (gross income less expenses)2020-12-31$247,163
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,230,841
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$983,678
Assets. Value of participant loans2020-12-31$16,240
Total contributions received or receivable from employer(s)2020-12-31$45,174
Value of corrective distributions2020-12-31$119
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$324,991
Expenses. Total of all expenses incurred2019-12-31$104,348
Benefits paid (including direct rollovers)2019-12-31$101,174
Total plan assets at end of year2019-12-31$983,678
Total plan assets at beginning of year2019-12-31$763,035
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$91,784
Other income received2019-12-31$187,562
Net income (gross income less expenses)2019-12-31$220,643
Net plan assets at end of year (total assets less liabilities)2019-12-31$983,678
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$763,035
Assets. Value of participant loans2019-12-31$19,529
Total contributions received or receivable from employer(s)2019-12-31$45,645
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$90,593
Expenses. Total of all expenses incurred2018-12-31$54,573
Benefits paid (including direct rollovers)2018-12-31$49,291
Total plan assets at end of year2018-12-31$763,035
Total plan assets at beginning of year2018-12-31$727,015
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$93,067
Other income received2018-12-31$-50,591
Net income (gross income less expenses)2018-12-31$36,020
Net plan assets at end of year (total assets less liabilities)2018-12-31$763,035
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$727,015
Assets. Value of participant loans2018-12-31$15,100
Total contributions received or receivable from employer(s)2018-12-31$48,117
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$238,115
Expenses. Total of all expenses incurred2017-12-31$87,819
Benefits paid (including direct rollovers)2017-12-31$82,826
Total plan assets at end of year2017-12-31$727,015
Total plan assets at beginning of year2017-12-31$576,719
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$89,547
Other income received2017-12-31$105,738
Net income (gross income less expenses)2017-12-31$150,296
Net plan assets at end of year (total assets less liabilities)2017-12-31$727,015
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$576,719
Assets. Value of participant loans2017-12-31$15,069
Total contributions received or receivable from employer(s)2017-12-31$42,830
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$170,491
Expenses. Total of all expenses incurred2016-12-31$18,520
Benefits paid (including direct rollovers)2016-12-31$14,386
Total plan assets at end of year2016-12-31$576,719
Total plan assets at beginning of year2016-12-31$424,748
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$74,164
Contributions received from other sources (not participants or employers)2016-12-31$11,415
Other income received2016-12-31$43,994
Net income (gross income less expenses)2016-12-31$151,971
Net plan assets at end of year (total assets less liabilities)2016-12-31$576,719
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$424,748
Assets. Value of participant loans2016-12-31$2,959
Total contributions received or receivable from employer(s)2016-12-31$40,918
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$94,511
Expenses. Total of all expenses incurred2015-12-31$149,309
Benefits paid (including direct rollovers)2015-12-31$144,028
Total plan assets at end of year2015-12-31$424,748
Total plan assets at beginning of year2015-12-31$479,546
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$65,745
Other income received2015-12-31$-1,380
Net income (gross income less expenses)2015-12-31$-54,798
Net plan assets at end of year (total assets less liabilities)2015-12-31$424,748
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$479,546
Assets. Value of participant loans2015-12-31$8,502
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$327,769
Total contributions received or receivable from employer(s)2015-12-31$30,146
Value of corrective distributions2015-12-31$2,477
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,804
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$183,235
Expenses. Total of all expenses incurred2014-12-31$77,685
Benefits paid (including direct rollovers)2014-12-31$68,194
Total plan assets at end of year2014-12-31$479,546
Total plan assets at beginning of year2014-12-31$373,996
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$132,019
Other income received2014-12-31$30,743
Net income (gross income less expenses)2014-12-31$105,550
Net plan assets at end of year (total assets less liabilities)2014-12-31$479,546
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$373,996
Assets. Value of participant loans2014-12-31$26,147
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$327,769
Total contributions received or receivable from employer(s)2014-12-31$20,473
Value of corrective distributions2014-12-31$5,275
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$206,889
Expenses. Total of all expenses incurred2013-12-31$85,205
Benefits paid (including direct rollovers)2013-12-31$82,608
Total plan assets at end of year2013-12-31$373,996
Total plan assets at beginning of year2013-12-31$252,312
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$70,627
Contributions received from other sources (not participants or employers)2013-12-31$46,406
Other income received2013-12-31$56,230
Net income (gross income less expenses)2013-12-31$121,684
Net plan assets at end of year (total assets less liabilities)2013-12-31$373,996
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$252,312
Assets. Value of participant loans2013-12-31$34,715
Total contributions received or receivable from employer(s)2013-12-31$33,626
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$126,015
Expenses. Total of all expenses incurred2012-12-31$9,237
Benefits paid (including direct rollovers)2012-12-31$6,320
Total plan assets at end of year2012-12-31$252,312
Total plan assets at beginning of year2012-12-31$135,534
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$68,731
Other income received2012-12-31$24,570
Net income (gross income less expenses)2012-12-31$116,778
Net plan assets at end of year (total assets less liabilities)2012-12-31$252,312
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$135,534
Assets. Value of participant loans2012-12-31$5,735
Total contributions received or receivable from employer(s)2012-12-31$32,714
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$97,928
Expenses. Total of all expenses incurred2011-12-31$13,687
Benefits paid (including direct rollovers)2011-12-31$13,187
Total plan assets at end of year2011-12-31$135,534
Total plan assets at beginning of year2011-12-31$51,293
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$67,722
Other income received2011-12-31$-1,730
Net income (gross income less expenses)2011-12-31$84,241
Net plan assets at end of year (total assets less liabilities)2011-12-31$135,534
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$51,293
Assets. Value of participant loans2011-12-31$5,845
Total contributions received or receivable from employer(s)2011-12-31$31,936
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$51,293
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$51,293
Total plan assets at beginning of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$33,858
Other income received2010-12-31$1,498
Net income (gross income less expenses)2010-12-31$51,293
Net plan assets at end of year (total assets less liabilities)2010-12-31$51,293
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$15,937

Form 5500 Responses for SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN

2021: SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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: SEDGWICK HEATING & AIR CONDITIONING 401(K) 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: SEDGWICK HEATING & AIR CONDITIONING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
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

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