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JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJMR HEATING AND COOLING, INC. PROFIT SHARING PLAN
Plan identification number 001

JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JMR HEATING AND COOLING, INC. has sponsored the creation of one or more 401k plans.

Company Name:JMR HEATING AND COOLING, INC.
Employer identification number (EIN):271975097
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about JMR HEATING AND COOLING, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2010-02-17
Company Identification Number: 0719236
Legal Registered Office Address: 206 RESEARCH DRIVE

CHESAPEAKE
United States of America (USA)
23320

More information about JMR HEATING AND COOLING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01GEORGE MILTON BEATON, JR.
0012017-01-01GEORGE MILTON BEATON, JR.
0012016-01-01GEORGE MILTON BEATON, JR.
0012015-01-01GEORGE MILTON BEATON JR.
0012014-01-01GEORGE MILTON BEATON, JR.
0012013-01-01GEORGE MILTON BEATON, JR.
0012012-01-01GEORGE MILTON BEATON, JR.
0012011-01-01GEORGE MILTON BEATON, JR.
0012010-02-25GEORGE BEATON JR.

Plan Statistics for JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN

Measure Date Value
2020: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-013
2013: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-253
Total number of active participants reported on line 7a of the Form 55002010-02-253
Number of retired or separated participants receiving benefits2010-02-250
Number of other retired or separated participants entitled to future benefits2010-02-250
Total of all active and inactive participants2010-02-253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-250
Total participants2010-02-253
Number of participants with account balances2010-02-253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-250

Financial Data on JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-298,401
Expenses. Total of all expenses incurred2020-12-31$860,000
Benefits paid (including direct rollovers)2020-12-31$860,000
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$1,158,401
Value of fidelity bond covering the plan2020-12-31$8,000
Other income received2020-12-31$-298,401
Net income (gross income less expenses)2020-12-31$-1,158,401
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,158,401
Assets. Value of employer securities2020-12-31$0
2019 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$142,620
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,158,401
Total plan assets at beginning of year2019-12-31$1,015,781
Value of fidelity bond covering the plan2019-12-31$80,000
Other income received2019-12-31$142,620
Net income (gross income less expenses)2019-12-31$142,620
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,158,401
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,015,781
Assets. Value of employer securities2019-12-31$1,158,401
2018 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$44,106
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,015,781
Total plan assets at beginning of year2018-12-31$971,675
Value of fidelity bond covering the plan2018-12-31$80,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$44,106
Net income (gross income less expenses)2018-12-31$44,106
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,015,781
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$971,675
Assets. Value of employer securities2018-12-31$1,015,781
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$79,838
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$971,675
Total plan assets at beginning of year2017-12-31$891,837
Value of fidelity bond covering the plan2017-12-31$80,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$79,838
Net income (gross income less expenses)2017-12-31$79,838
Net plan assets at end of year (total assets less liabilities)2017-12-31$971,675
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$891,837
Assets. Value of employer securities2017-12-31$971,675
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-171,485
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$891,837
Total plan assets at beginning of year2016-12-31$1,063,322
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-171,485
Net income (gross income less expenses)2016-12-31$-171,485
Net plan assets at end of year (total assets less liabilities)2016-12-31$891,837
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,063,322
Assets. Value of employer securities2016-12-31$891,837
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$359,378
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,063,322
Total plan assets at beginning of year2015-12-31$703,944
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$359,378
Net income (gross income less expenses)2015-12-31$359,378
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,063,322
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$703,944
Assets. Value of employer securities2015-12-31$1,063,322
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$74,355
Total plan assets at end of year2014-12-31$703,944
Total plan assets at beginning of year2014-12-31$629,589
Value of fidelity bond covering the plan2014-12-31$10,000
Other income received2014-12-31$74,355
Net income (gross income less expenses)2014-12-31$74,355
Net plan assets at end of year (total assets less liabilities)2014-12-31$703,944
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$629,589
Assets. Value of employer securities2014-12-31$703,944
2013 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$249,589
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$629,589
Total plan assets at beginning of year2013-12-31$380,000
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$249,589
Net income (gross income less expenses)2013-12-31$249,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$629,589
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$380,000
Assets. Value of employer securities2013-12-31$629,589
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$363,379
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$380,000
Total plan assets at beginning of year2012-12-31$16,621
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$363,379
Net income (gross income less expenses)2012-12-31$363,379
Net plan assets at end of year (total assets less liabilities)2012-12-31$380,000
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,621
Assets. Value of employer securities2012-12-31$380,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-55,052
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$16,621
Total plan assets at beginning of year2011-12-31$71,673
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-55,052
Net income (gross income less expenses)2011-12-31$-55,052
Net plan assets at end of year (total assets less liabilities)2011-12-31$16,621
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$71,673
Assets. Value of employer securities2011-12-31$3,098
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$71,673
Total plan assets at end of year2010-12-31$71,673
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$10,000
Contributions received from other sources (not participants or employers)2010-12-31$95,383
Other income received2010-12-31$-23,710
Net income (gross income less expenses)2010-12-31$71,673
Net plan assets at end of year (total assets less liabilities)2010-12-31$71,673
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of employer securities2010-12-31$58,196

Form 5500 Responses for JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN

2020: JMR HEATING AND COOLING, INC. PROFIT SHARING 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 filingYes
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: JMR HEATING AND COOLING, INC. PROFIT SHARING 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: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JMR HEATING AND COOLING, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-25Type of plan entitySingle employer plan
2010-02-25First time form 5500 has been submittedYes
2010-02-25Submission has been amendedNo
2010-02-25This submission is the final filingNo
2010-02-25This return/report is a short plan year return/report (less than 12 months)Yes
2010-02-25Plan is a collectively bargained planNo
2010-02-25Plan funding arrangement – TrustYes
2010-02-25Plan benefit arrangement - TrustYes

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