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SUNVAIR 401(K) PLAN 401k Plan overview

Plan NameSUNVAIR 401(K) PLAN
Plan identification number 002

SUNVAIR 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNVAIR, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNVAIR, INC.
Employer identification number (EIN):320443184
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNVAIR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GLENN MILLER GLENN MILLER2018-10-15
0022016-01-01GLENN MILLER2017-07-05 GLENN MILLER2017-07-05
0022015-01-01ROBERT DANN2016-05-06 ROBERT DANN2016-05-06
0022014-01-01ROBERT DANN2015-06-01 ROBERT DANN2015-06-01

Plan Statistics for SUNVAIR 401(K) PLAN

401k plan membership statisitcs for SUNVAIR 401(K) PLAN

Measure Date Value
2022: SUNVAIR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUNVAIR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SUNVAIR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SUNVAIR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SUNVAIR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01151
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: SUNVAIR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011

Financial Data on SUNVAIR 401(K) PLAN

Measure Date Value
2022 : SUNVAIR 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-05-02$0
Total transfer of assets from this plan2022-05-02$9,648,488
Expenses. Interest paid2022-05-02$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-05-02$0
Total income from all sources (including contributions)2022-05-02$-1,209,451
Total loss/gain on sale of assets2022-05-02$0
Total of all expenses incurred2022-05-02$1,027,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-02$1,005,985
Expenses. Certain deemed distributions of participant loans2022-05-02$0
Value of total corrective distributions2022-05-02$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-02$263,412
Value of total assets at end of year2022-05-02$0
Value of total assets at beginning of year2022-05-02$11,885,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-02$21,896
Total income from rents2022-05-02$0
Total interest from all sources2022-05-02$2,978
Total dividends received (eg from common stock, registered investment company shares)2022-05-02$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-02$5,579
Total dividends received from registered investment company shares (eg mutual funds)2022-05-02$0
Administrative expenses professional fees incurred2022-05-02$0
Was this plan covered by a fidelity bond2022-05-02Yes
Value of fidelity bond cover2022-05-02$1,000,000
If this is an individual account plan, was there a blackout period2022-05-02Yes
Were there any nonexempt tranactions with any party-in-interest2022-05-02No
Contributions received from participants2022-05-02$166,581
Participant contributions at end of year2022-05-02$0
Participant contributions at beginning of year2022-05-02$151,190
Participant contributions at end of year2022-05-02$0
Participant contributions at beginning of year2022-05-02$0
Income. Received or receivable in cash from other sources (including rollovers)2022-05-02$1,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-02$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-02$0
Other income not declared elsewhere2022-05-02$16,055
Total non interest bearing cash at end of year2022-05-02$0
Total non interest bearing cash at beginning of year2022-05-02$3,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-02No
Income. Non cash contributions2022-05-02$0
Value of net income/loss2022-05-02$-2,237,332
Value of net assets at end of year (total assets less liabilities)2022-05-02$0
Value of net assets at beginning of year (total assets less liabilities)2022-05-02$11,885,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-02No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-02No
Were any leases to which the plan was party in default or uncollectible2022-05-02No
Investment advisory and management fees2022-05-02$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-02$11,731,013
Interest on participant loans2022-05-02$2,978
Income. Interest from loans (other than to participants)2022-05-02$0
Interest earned on other investments2022-05-02$0
Income. Interest from US Government securities2022-05-02$0
Income. Interest from corporate debt instruments2022-05-02$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-02$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-02$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-02$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-02$-1,491,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-02No
Was there a failure to transmit to the plan any participant contributions2022-05-02Yes
Has the plan failed to provide any benefit when due under the plan2022-05-02No
Contributions received in cash from employer2022-05-02$94,869
Employer contributions (assets) at end of year2022-05-02$0
Employer contributions (assets) at beginning of year2022-05-02$0
Income. Dividends from preferred stock2022-05-02$0
Income. Dividends from common stock2022-05-02$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-02$1,005,985
Contract administrator fees2022-05-02$21,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-02Yes
Did the plan have assets held for investment2022-05-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-02Yes
Aggregate proceeds on sale of assets2022-05-02$0
Aggregate carrying amount (costs) on sale of assets2022-05-02$0
Opinion of an independent qualified public accountant for this plan2022-05-02Unqualified
Accountancy firm name2022-05-02HEDMAN PARTNERS LLP
Accountancy firm EIN2022-05-02854036357
2021 : SUNVAIR 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,063,430
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,910,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,834,439
Value of total corrective distributions2021-12-31$729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$623,907
Value of total assets at end of year2021-12-31$11,885,820
Value of total assets at beginning of year2021-12-31$11,732,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,020
Total interest from all sources2021-12-31$21,186
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$485,068
Participant contributions at end of year2021-12-31$151,190
Participant contributions at beginning of year2021-12-31$226,271
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$3,617
Total non interest bearing cash at beginning of year2021-12-31$3,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$153,242
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,885,820
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,732,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,731,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,502,690
Interest on participant loans2021-12-31$10,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,418,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$136,421
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,834,439
Contract administrator fees2021-12-31$75,020
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
2020 : SUNVAIR 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,374,120
Total of all expenses incurred2020-12-31$1,553,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,485,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$647,984
Value of total assets at end of year2020-12-31$11,732,578
Value of total assets at beginning of year2020-12-31$10,911,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,632
Total interest from all sources2020-12-31$16,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$530,941
Participant contributions at end of year2020-12-31$226,271
Participant contributions at beginning of year2020-12-31$295,218
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$67,632
Total non interest bearing cash at end of year2020-12-31$3,617
Total non interest bearing cash at beginning of year2020-12-31$833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$820,985
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,732,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,911,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,502,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,615,542
Income. Interest from loans (other than to participants)2020-12-31$16,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,710,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$117,043
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,485,503
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HEDMAN PARTNERS LLP
Accountancy firm EIN2020-12-31854036357
2019 : SUNVAIR 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,691,323
Total of all expenses incurred2019-12-31$219,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$167,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$853,590
Value of total assets at end of year2019-12-31$10,911,593
Value of total assets at beginning of year2019-12-31$8,440,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,893
Total interest from all sources2019-12-31$19,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$560,553
Participant contributions at end of year2019-12-31$295,218
Participant contributions at beginning of year2019-12-31$317,175
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$248
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$426
Total non interest bearing cash at end of year2019-12-31$833
Total non interest bearing cash at beginning of year2019-12-31$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,471,448
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,911,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,440,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,615,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,863,007
Income. Interest from loans (other than to participants)2019-12-31$19,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,818,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$290,092
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$259,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$167,982
Contract administrator fees2019-12-31$51,467
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEDMAN PARTNERS
Accountancy firm EIN2019-12-31954485080
2018 : SUNVAIR 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$250,367
Total of all expenses incurred2018-12-31$284,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$251,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$771,218
Value of total assets at end of year2018-12-31$8,440,145
Value of total assets at beginning of year2018-12-31$8,474,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,917
Total interest from all sources2018-12-31$17,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$454,545
Participant contributions at end of year2018-12-31$317,175
Participant contributions at end of year2018-12-31$248
Participant contributions at beginning of year2018-12-31$2,999
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$366,459
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,374
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$417
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$180,808
Other income not declared elsewhere2018-12-31$737
Administrative expenses (other) incurred2018-12-31$2,164
Total non interest bearing cash at end of year2018-12-31$416
Total non interest bearing cash at beginning of year2018-12-31$8,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,200
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,440,145
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,474,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,863,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,680,225
Interest on participant loans2018-12-31$17,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-539,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$259,299
Employer contributions (assets) at end of year2018-12-31$259,299
Employer contributions (assets) at beginning of year2018-12-31$235,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$251,233
Contract administrator fees2018-12-31$30,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEDMAN PARTNERS
Accountancy firm EIN2018-12-31954485080
2017 : SUNVAIR 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$2,844,241
Total income from all sources (including contributions)2017-12-31$2,172,863
Total of all expenses incurred2017-12-31$475,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$472,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,123,449
Value of total assets at end of year2017-12-31$8,474,345
Value of total assets at beginning of year2017-12-31$3,932,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,945
Total interest from all sources2017-12-31$6,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$190
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$395,528
Participant contributions at end of year2017-12-31$2,999
Assets. Other investments not covered elsewhere at end of year2017-12-31$366,459
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$310,761
Assets. Loans (other than to participants) at end of year2017-12-31$180,808
Assets. Loans (other than to participants) at beginning of year2017-12-31$57,326
Other income not declared elsewhere2017-12-31$-16,200
Administrative expenses (other) incurred2017-12-31$2,348
Total non interest bearing cash at end of year2017-12-31$8,208
Total non interest bearing cash at beginning of year2017-12-31$6,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,697,801
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,474,345
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,932,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$407
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,680,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,868,195
Interest on participant loans2017-12-31$5,790
Interest earned on other investments2017-12-31$853
Net investment gain/loss from pooled separate accounts2017-12-31$1,058,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$417,160
Employer contributions (assets) at end of year2017-12-31$235,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$472,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEDMAN PARTNERS
Accountancy firm EIN2017-12-31954485080

Form 5500 Responses for SUNVAIR 401(K) PLAN

2022: SUNVAIR 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNVAIR 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNVAIR 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNVAIR 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNVAIR 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNVAIR 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99184
Policy instance 1
Insurance contract or identification number99184
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $11,346
Total amount of fees paid to insurance companyUSD $1,903
Commission paid to Insurance BrokerUSD $11,346
Insurance broker organization code?3
Amount paid for insurance broker fees1903
Additional information about fees paid to insurance brokerCONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99184
Policy instance 1
Insurance contract or identification number99184
Number of Individuals Covered145
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30,733
Total amount of fees paid to insurance companyUSD $6,244
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,733
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99184
Policy instance 1
Insurance contract or identification number99184
Number of Individuals Covered135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,894
Total amount of fees paid to insurance companyUSD $5,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,894
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99184
Policy instance 1
Insurance contract or identification number99184
Number of Individuals Covered162
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,209
Total amount of fees paid to insurance companyUSD $4,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,209
Amount paid for insurance broker fees0
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 28375
Policy instance 1
Insurance contract or identification numberGP 28375
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $2,387
Total amount of fees paid to insurance companyUSD $664
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 fees664
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,387
Insurance broker nameLPL FINANCIAL CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99184
Policy instance 2
Insurance contract or identification number99184
Number of Individuals Covered144
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,011
Total amount of fees paid to insurance companyUSD $9,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,011
Insurance broker organization code?3
Amount paid for insurance broker fees9080
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker nameNATIONAL RETIRMENT SERVICES, INC.

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