401k Plan data: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST plan

MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MID-OHIO AIR CONDITIONING CORP. has sponsored the creation of one or more 401k plans.

Company Name: MID-OHIO AIR CONDITIONING CORP.

Employer identification number (EIN): 310732219

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-06-01 MATTHEW TRUBEE 2023-03-06
001 2020-06-01 ROD BURKETT 2021-12-10
001 2019-06-01 RODNEY BURKETT 2020-12-18
001 2018-06-01 KAREN YORK 2019-08-01 RODNEY BURKETT 2019-08-01
001 2018-06-01 RODNEY BURKETT 2020-09-21
001 2017-06-01 KAREN YORK 2018-11-30 KAREN YORK 2018-11-30
001 2017-06-01 KAREN YORK 2018-10-18 KAREN YORK 2018-10-18
001 2017-06-01 RODNEY BURKETT 2020-09-21
001 2016-06-01 RODNEY BURKETT 2020-09-21
001 2016-06-01 RODNEY BURKETT 2018-03-01
001 2015-06-01 ROD BURKETT 2016-09-29
001 2014-06-01 ROD BURKETT 2015-08-07
001 2013-06-01 ROD BURKETT 2014-07-24
001 2012-06-01 ROD BURKETT 2014-01-27
001 2011-06-01 RODNEY BURKETT
001 2010-06-01 RODNEY BURKETT
001 2009-06-01 RODNEY BURKETT
001 2009-06-01 RODNEY BURKETT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-06-01	MATTHEW TRUBEE	2023-03-06
001	2020-06-01	ROD BURKETT	2021-12-10
001	2019-06-01	RODNEY BURKETT	2020-12-18
001	2018-06-01	KAREN YORK	2019-08-01	RODNEY BURKETT	2019-08-01
001	2018-06-01	RODNEY BURKETT	2020-09-21
001	2017-06-01	KAREN YORK	2018-11-30	KAREN YORK	2018-11-30
001	2017-06-01	KAREN YORK	2018-10-18	KAREN YORK	2018-10-18
001	2017-06-01	RODNEY BURKETT	2020-09-21
001	2016-06-01	RODNEY BURKETT	2020-09-21
001	2016-06-01	RODNEY BURKETT	2018-03-01
001	2015-06-01	ROD BURKETT	2016-09-29
001	2014-06-01	ROD BURKETT	2015-08-07
001	2013-06-01	ROD BURKETT	2014-07-24
001	2012-06-01	ROD BURKETT	2014-01-27
001	2011-06-01	RODNEY BURKETT
001	2010-06-01	RODNEY BURKETT
001	2009-06-01	RODNEY BURKETT
001	2009-06-01	RODNEY BURKETT

Plan Statistics for MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 34
Number of retired or separated participants receiving benefits 2011-06-01 2
Number of other retired or separated participants entitled to future benefits 2011-06-01 5
Total of all active and inactive participants 2011-06-01 41
Total participants 2011-06-01 41
Number of participants with account balances 2011-06-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 32
Number of other retired or separated participants entitled to future benefits 2010-06-01 7
Total of all active and inactive participants 2010-06-01 39
Total participants 2010-06-01 39
Number of participants with account balances 2010-06-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 30
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 7
Total of all active and inactive participants 2009-06-01 38
Total participants 2009-06-01 38
Number of participants with account balances 2009-06-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 2

Measure	Date	Value
2011: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	34
Number of retired or separated participants receiving benefits	2011-06-01	2
Number of other retired or separated participants entitled to future benefits	2011-06-01	5
Total of all active and inactive participants	2011-06-01	41
Total participants	2011-06-01	41
Number of participants with account balances	2011-06-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	32
Number of other retired or separated participants entitled to future benefits	2010-06-01	7
Total of all active and inactive participants	2010-06-01	39
Total participants	2010-06-01	39
Number of participants with account balances	2010-06-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	30
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	7
Total of all active and inactive participants	2009-06-01	38
Total participants	2009-06-01	38
Number of participants with account balances	2009-06-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	2

Financial Data on MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-05-31	$-160,231
Expenses. Total of all expenses incurred	2012-05-31	$75,771
Benefits paid (including direct rollovers)	2012-05-31	$58,390
Total plan assets at end of year	2012-05-31	$5,361,990
Total plan assets at beginning of year	2012-05-31	$5,597,992
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$92,196
Other income received	2012-05-31	$-309,474
Net income (gross income less expenses)	2012-05-31	$-236,002
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$5,361,990
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$5,597,992
Assets. Value of employer securities	2012-05-31	$110,588
Total contributions received or receivable from employer(s)	2012-05-31	$57,047
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$17,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-05-31	$1,135,530
Expenses. Total of all expenses incurred	2011-05-31	$536,244
Benefits paid (including direct rollovers)	2011-05-31	$519,541
Total plan assets at end of year	2011-05-31	$5,597,992
Total plan assets at beginning of year	2011-05-31	$4,998,706
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$85,833
Expenses. Other expenses not covered elsewhere	2011-05-31	$16,703
Other income received	2011-05-31	$929,697
Net income (gross income less expenses)	2011-05-31	$599,286
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$5,597,992
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$4,998,706
Assets. Value of employer securities	2011-05-31	$110,588
Total contributions received or receivable from employer(s)	2011-05-31	$120,000
2010 : MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST

2011: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	Yes
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: MID-OHIO AIR CONDITIONING CORP SALARY DEFERRAL AND PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

02OH095

Policy instance

Insurance contract or identification number	02OH095
Number of Individuals Covered	2
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

02OH095

Policy instance

Insurance contract or identification number	02OH095
Number of Individuals Covered	2
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
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

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Company Name:	MID-OHIO AIR CONDITIONING CORP.
Employer identification number (EIN):	310732219
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors