401k Plan data: ALLIANCE MECHANICAL 401(K) PLAN plan

ALLIANCE MECHANICAL 401(K) PLAN 401k Plan overview

Plan Name	ALLIANCE MECHANICAL 401(K) PLAN
Plan identification number	001

ALLIANCE MECHANICAL 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).
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

ALLIANCE GROUP SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ALLIANCE GROUP SERVICES, LLC

Employer identification number (EIN): 272004691

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE MECHANICAL 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 JASON PATNAUDE 2023-09-11 JASON PATNAUDE 2023-09-11
001 2021-01-01 JASON PATNAUDE 2022-07-19 JASON PATNAUDE 2022-07-19
001 2020-01-01 JASON PATNAUDE 2021-05-07 JASON PATNAUDE 2021-05-07
001 2019-01-01 JASON PATNAUDE 2020-08-19 JASON PATNAUDE 2020-08-19
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JASON PATNAUDE 2013-04-09 JASON PATNAUDE 2013-04-09
001 2011-01-01 JASON PATNAUDE 2012-03-15 JASON PATNAUDE 2012-03-15
001 2010-03-29 JASON PATNAUDE 2011-04-18 JASON PATNAUDE 2011-04-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JASON PATNAUDE	2023-09-11	JASON PATNAUDE	2023-09-11
001	2021-01-01	JASON PATNAUDE	2022-07-19	JASON PATNAUDE	2022-07-19
001	2020-01-01	JASON PATNAUDE	2021-05-07	JASON PATNAUDE	2021-05-07
001	2019-01-01	JASON PATNAUDE	2020-08-19	JASON PATNAUDE	2020-08-19
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JASON PATNAUDE	2013-04-09	JASON PATNAUDE	2013-04-09
001	2011-01-01	JASON PATNAUDE	2012-03-15	JASON PATNAUDE	2012-03-15
001	2010-03-29	JASON PATNAUDE	2011-04-18	JASON PATNAUDE	2011-04-18

Plan Statistics for ALLIANCE MECHANICAL 401(K) PLAN

401k plan membership statisitcs for ALLIANCE MECHANICAL 401(K) PLAN

Measure Date Value
2022: ALLIANCE MECHANICAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
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 35
Total of all active and inactive participants 2022-01-01 176
Total participants 2022-01-01 176
Number of participants with account balances 2022-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLIANCE MECHANICAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
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 35
Total of all active and inactive participants 2021-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 163
Number of participants with account balances 2021-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLIANCE MECHANICAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 121
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 149
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ALLIANCE MECHANICAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2

Measure	Date	Value
2022: ALLIANCE MECHANICAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
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	35
Total of all active and inactive participants	2022-01-01	176
Total participants	2022-01-01	176
Number of participants with account balances	2022-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLIANCE MECHANICAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
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	35
Total of all active and inactive participants	2021-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	163
Number of participants with account balances	2021-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLIANCE MECHANICAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	121
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	149
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ALLIANCE MECHANICAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2

Financial Data on ALLIANCE MECHANICAL 401(K) PLAN

Measure	Date	Value
2022 : ALLIANCE MECHANICAL 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-337,391
Total of all expenses incurred	2022-12-31	$563,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$558,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$604,205
Value of total assets at end of year	2022-12-31	$5,329,952
Value of total assets at beginning of year	2022-12-31	$6,230,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,581
Total interest from all sources	2022-12-31	$1,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$604,205
Participant contributions at end of year	2022-12-31	$15,952
Participant contributions at beginning of year	2022-12-31	$41,274
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$8,790
Total non interest bearing cash at end of year	2022-12-31	$569
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	$-900,886
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,329,952
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,230,838
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,313,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,712,419
Interest on participant loans	2022-12-31	$1,375
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,468,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,468,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-942,971
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	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$558,914
Contract administrator fees	2022-12-31	$4,581
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	MCSOLEY, MCCOY & COMPANY
Accountancy firm EIN	2022-12-31	030327374
2021 : ALLIANCE MECHANICAL 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,284,780
Total of all expenses incurred	2021-12-31	$286,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$245,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$495,565
Value of total assets at end of year	2021-12-31	$6,230,838
Value of total assets at beginning of year	2021-12-31	$5,232,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,205
Total interest from all sources	2021-12-31	$2,800
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	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$438,841
Participant contributions at end of year	2021-12-31	$41,274
Participant contributions at beginning of year	2021-12-31	$68,308
Participant contributions at end of year	2021-12-31	$8,790
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$56,724
Administrative expenses (other) incurred	2021-12-31	$661
Total non interest bearing cash at beginning of year	2021-12-31	$662
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	$998,123
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,230,838
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,232,715
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
Investment advisory and management fees	2021-12-31	$14,342
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,712,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,163,745
Interest on participant loans	2021-12-31	$2,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,468,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$786,415
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$245,452
Contract administrator fees	2021-12-31	$26,202
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	MCSOLEY, MCCOY & COMPANY
Accountancy firm EIN	2021-12-31	030327374
2020 : ALLIANCE MECHANICAL 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,656
Total income from all sources (including contributions)	2020-12-31	$1,214,454
Total of all expenses incurred	2020-12-31	$539,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$497,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$412,309
Value of total assets at end of year	2020-12-31	$5,232,715
Value of total assets at beginning of year	2020-12-31	$4,561,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,995
Total interest from all sources	2020-12-31	$3,337
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	$13,002
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$460,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$392,922
Participant contributions at end of year	2020-12-31	$68,308
Participant contributions at beginning of year	2020-12-31	$50,831
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$19,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3,656
Total non interest bearing cash at end of year	2020-12-31	$662
Total non interest bearing cash at beginning of year	2020-12-31	$1,195
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	$675,366
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,232,715
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,557,349
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
Investment advisory and management fees	2020-12-31	$9,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,163,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,508,979
Interest on participant loans	2020-12-31	$3,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$798,808
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$497,093
Contract administrator fees	2020-12-31	$19,208
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	MCSOLEY, MCCOY & COMPANY
Accountancy firm EIN	2020-12-31	030327374
2019 : ALLIANCE MECHANICAL 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,656
Total income from all sources (including contributions)	2019-12-31	$1,178,370
Total of all expenses incurred	2019-12-31	$267,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$198,941
Value of total corrective distributions	2019-12-31	$34,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$381,354
Value of total assets at end of year	2019-12-31	$4,561,005
Value of total assets at beginning of year	2019-12-31	$3,646,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,825
Total interest from all sources	2019-12-31	$3,307
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	$6,258
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$370,000
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
Participant contributions at end of year	2019-12-31	$50,831
Participant contributions at beginning of year	2019-12-31	$55,752
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3,656
Total non interest bearing cash at end of year	2019-12-31	$1,195
Total non interest bearing cash at beginning of year	2019-12-31	$2,840
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	$910,906
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,557,349
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,646,443
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
Investment advisory and management fees	2019-12-31	$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,508,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,587,727
Interest on participant loans	2019-12-31	$3,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$793,709
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	No
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	$373,413
Employer contributions (assets) at beginning of year	2019-12-31	$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$198,941
Contract administrator fees	2019-12-31	$18,067
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	MCSOLEY, MCCOY & COMPANY
Accountancy firm EIN	2019-12-31	030327374

Form 5500 Responses for ALLIANCE MECHANICAL 401(K) PLAN

2022: ALLIANCE MECHANICAL 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: ALLIANCE MECHANICAL 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLIANCE MECHANICAL 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLIANCE MECHANICAL 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 - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815368

Policy instance

Insurance contract or identification number	815368
Number of Individuals Covered	165
Insurance policy start date	2022-01-01
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 $0
Contracts With Unallocated Funds Deposit Administration	1

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815368

Policy instance

Insurance contract or identification number	815368
Number of Individuals Covered	263
Insurance policy start date	2021-01-01
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 $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

97317

Policy instance

Insurance contract or identification number	97317
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
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 $8,432
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2630
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSE REIMBURSEMENT
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

97317

Policy instance

Insurance contract or identification number	97317
Number of Individuals Covered	126
Insurance policy start date	2020-01-01
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 $15,225
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2222
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSE REIMBURSEMENT
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

97317

Policy instance

Insurance contract or identification number	97317
Number of Individuals Covered	127
Insurance policy start date	2019-01-01
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 $2,071
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2071
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker organization code?	5

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Company Name:	ALLIANCE GROUP SERVICES, LLC
Employer identification number (EIN):	272004691
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors