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PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PETERS HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERS HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):370892465
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CLANCY PETERS2023-10-09
0022021-01-01CLANCY PETERS2022-10-10
0022020-01-01CLANCY PETERS2021-10-13
0022019-01-01STEVE PETERS2020-10-12
0022018-01-01STEVE PETERS2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01STEVE PETERS
0022013-01-01STEVE PETERS
0022012-01-01STEVE PETERS
0022011-01-01STEVE PETERS
0022009-01-01SONYA ETCHAMENDY
0022009-01-01SONYA ETCHAMENDY

Plan Statistics for PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01339
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01327
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01231
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01343
Number of participants with account balances2021-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01299
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01315
Number of participants with account balances2020-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01298
Total number of active participants reported on line 7a of the Form 55002019-01-01241
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01304
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-01250
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01301
Number of participants with account balances2018-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01261
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01272
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01266
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01276
Number of participants with account balances2015-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01270
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01286
Number of participants with account balances2014-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01270
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01257
Number of participants with account balances2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01252
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01272
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01267
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-907,001
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$746,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$716,405
Expenses. Certain deemed distributions of participant loans2022-12-31$10,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$810,324
Value of total assets at end of year2022-12-31$6,877,166
Value of total assets at beginning of year2022-12-31$8,514,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,553
Total interest from all sources2022-12-31$18,604
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$265,159
Administrative expenses professional fees incurred2022-12-31$17,067
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$421,905
Participant contributions at end of year2022-12-31$112,799
Participant contributions at beginning of year2022-12-31$203,495
Participant contributions at end of year2022-12-31$110,989
Participant contributions at beginning of year2022-12-31$6,123
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$104,934
Liabilities. Value of operating payables at end of year2022-12-31$15,941
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,653,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,861,225
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,514,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,582,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,037,887
Interest on participant loans2022-12-31$7,029
Interest earned on other investments2022-12-31$11,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$61,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$243,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$243,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,001,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$283,485
Employer contributions (assets) at end of year2022-12-31$8,947
Employer contributions (assets) at beginning of year2022-12-31$23,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$716,405
Contract administrator fees2022-12-31$2,486
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2022-12-31363077757
2021 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS 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$1,755,347
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$605,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$597,506
Expenses. Certain deemed distributions of participant loans2021-12-31$1,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$607,469
Value of total assets at end of year2021-12-31$8,514,387
Value of total assets at beginning of year2021-12-31$7,364,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,475
Total interest from all sources2021-12-31$14,827
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$487,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$487,843
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$377,320
Participant contributions at end of year2021-12-31$203,495
Participant contributions at beginning of year2021-12-31$256,984
Participant contributions at end of year2021-12-31$6,123
Participant contributions at beginning of year2021-12-31$4,347
Administrative expenses (other) incurred2021-12-31$2,325
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
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$1,149,639
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,514,387
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,364,748
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$8,037,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,887,409
Interest on participant loans2021-12-31$12,299
Interest earned on other investments2021-12-31$2,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$243,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$206,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$206,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$645,208
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$230,149
Employer contributions (assets) at end of year2021-12-31$23,068
Employer contributions (assets) at beginning of year2021-12-31$9,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$597,506
Contract administrator fees2021-12-31$4,150
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2021-12-31363077757
2020 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,815
Total income from all sources (including contributions)2020-12-31$1,759,258
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$524,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$511,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$560,939
Value of total assets at end of year2020-12-31$7,364,748
Value of total assets at beginning of year2020-12-31$6,133,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,731
Total interest from all sources2020-12-31$11,484
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$175,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$175,481
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$351,268
Participant contributions at end of year2020-12-31$256,984
Participant contributions at beginning of year2020-12-31$182,717
Participant contributions at end of year2020-12-31$4,347
Participant contributions at beginning of year2020-12-31$83
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,367
Other income not declared elsewhere2020-12-31$9,884
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$2,815
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$1,234,563
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,364,748
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,130,185
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
Investment advisory and management fees2020-12-31$2,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,887,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,871,497
Interest on participant loans2020-12-31$11,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$206,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$78,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$78,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,001,470
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$205,304
Employer contributions (assets) at end of year2020-12-31$9,338
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$511,964
Contract administrator fees2020-12-31$9,978
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 name2020-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2020-12-31363077757
2019 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123
Total income from all sources (including contributions)2019-12-31$1,824,999
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$763,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$727,860
Expenses. Certain deemed distributions of participant loans2019-12-31$13,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$673,921
Value of total assets at end of year2019-12-31$6,133,000
Value of total assets at beginning of year2019-12-31$5,069,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,225
Total interest from all sources2019-12-31$9,661
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$251,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$251,406
Administrative expenses professional fees incurred2019-12-31$8,173
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$332,601
Participant contributions at end of year2019-12-31$182,717
Participant contributions at beginning of year2019-12-31$166,361
Participant contributions at end of year2019-12-31$83
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$937
Other income not declared elsewhere2019-12-31$7,127
Liabilities. Value of operating payables at end of year2019-12-31$2,815
Liabilities. Value of operating payables at beginning of year2019-12-31$123
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$1,061,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,130,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,069,163
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
Investment advisory and management fees2019-12-31$3,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,871,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,845,944
Interest on participant loans2019-12-31$9,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$78,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$56,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$56,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$882,884
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$340,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$727,860
Contract administrator fees2019-12-31$10,676
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2019-12-31363077757
2018 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$130
Total income from all sources (including contributions)2018-12-31$400,722
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$991,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$973,820
Expenses. Certain deemed distributions of participant loans2018-12-31$351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$681,366
Value of total assets at end of year2018-12-31$5,069,286
Value of total assets at beginning of year2018-12-31$5,659,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,952
Total interest from all sources2018-12-31$11,195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$334,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$334,480
Administrative expenses professional fees incurred2018-12-31$2,827
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$299,918
Participant contributions at end of year2018-12-31$166,361
Participant contributions at beginning of year2018-12-31$247,663
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,416
Other income not declared elsewhere2018-12-31$5,794
Liabilities. Value of operating payables at end of year2018-12-31$123
Liabilities. Value of operating payables at beginning of year2018-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-590,401
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,069,163
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,659,564
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
Investment advisory and management fees2018-12-31$3,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,845,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,340,814
Interest on participant loans2018-12-31$11,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$56,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$71,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$71,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-632,113
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$379,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$973,820
Contract administrator fees2018-12-31$10,663
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2018-12-31363077757
2017 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,730,879
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,438,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,413,161
Expenses. Certain deemed distributions of participant loans2017-12-31$11,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$765,539
Value of total assets at end of year2017-12-31$5,659,694
Value of total assets at beginning of year2017-12-31$5,366,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,950
Total interest from all sources2017-12-31$12,181
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$235,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$235,276
Administrative expenses professional fees incurred2017-12-31$5,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$272,922
Participant contributions at end of year2017-12-31$247,663
Participant contributions at beginning of year2017-12-31$257,621
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,935
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$76,535
Other income not declared elsewhere2017-12-31$10,315
Liabilities. Value of operating payables at end of year2017-12-31$130
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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$292,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,659,564
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,366,862
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$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,340,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,036,992
Interest on participant loans2017-12-31$12,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$71,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$52,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$52,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$707,568
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$416,082
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$17,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,413,161
Contract administrator fees2017-12-31$5,000
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2017-12-31363077757
2016 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$998,764
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$502,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$493,431
Expenses. Certain deemed distributions of participant loans2016-12-31$-8,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$584,548
Value of total assets at end of year2016-12-31$5,366,862
Value of total assets at beginning of year2016-12-31$4,870,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,842
Total interest from all sources2016-12-31$9,655
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$184,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$184,928
Administrative expenses professional fees incurred2016-12-31$9,892
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$237,613
Participant contributions at end of year2016-12-31$257,621
Participant contributions at beginning of year2016-12-31$201,628
Participant contributions at end of year2016-12-31$1,935
Participant contributions at beginning of year2016-12-31$22,257
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,263
Other income not declared elsewhere2016-12-31$622
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$496,332
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,366,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,870,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,036,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,366,762
Interest on participant loans2016-12-31$9,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$52,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$200,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$200,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$219,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$340,672
Employer contributions (assets) at end of year2016-12-31$17,703
Employer contributions (assets) at beginning of year2016-12-31$28,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$493,431
Contract administrator fees2016-12-31$4,550
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$50,531
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2016-12-31363077757
2015 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,859
Total unrealized appreciation/depreciation of assets2015-12-31$3,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$421,244
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$704,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$621,922
Expenses. Certain deemed distributions of participant loans2015-12-31$25,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$425,161
Value of total assets at end of year2015-12-31$4,870,530
Value of total assets at beginning of year2015-12-31$5,153,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,795
Total interest from all sources2015-12-31$9,987
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$251,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$251,245
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$218,832
Participant contributions at end of year2015-12-31$201,628
Participant contributions at beginning of year2015-12-31$259,847
Participant contributions at end of year2015-12-31$22,257
Participant contributions at beginning of year2015-12-31$4,798
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$593
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$4,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-282,979
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,870,530
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,153,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,366,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,218,840
Interest on participant loans2015-12-31$9,987
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$643,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$200,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-269,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$205,736
Employer contributions (assets) at end of year2015-12-31$28,445
Employer contributions (assets) at beginning of year2015-12-31$20,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$621,922
Contract administrator fees2015-12-31$15,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$50,531
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2015-12-31363077757
2014 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$796,458
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$295,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$194,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$454,983
Value of total assets at end of year2014-12-31$5,153,509
Value of total assets at beginning of year2014-12-31$4,652,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,616
Total interest from all sources2014-12-31$8,429
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$66,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$66,400
Administrative expenses professional fees incurred2014-12-31$6,191
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$138,344
Participant contributions at end of year2014-12-31$259,847
Participant contributions at beginning of year2014-12-31$253,192
Participant contributions at end of year2014-12-31$4,798
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$4,730
Total non interest bearing cash at beginning of year2014-12-31$11,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$500,803
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,153,509
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,652,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$75,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,218,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,754,726
Interest on participant loans2014-12-31$8,429
Value of interest in common/collective trusts at end of year2014-12-31$643,776
Value of interest in common/collective trusts at beginning of year2014-12-31$632,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$259,449
Net investment gain or loss from common/collective trusts2014-12-31$7,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$316,639
Employer contributions (assets) at end of year2014-12-31$20,308
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$194,039
Contract administrator fees2014-12-31$20,179
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MELVIN DILLMAN
Accountancy firm EIN2014-12-31273138532
2013 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,345,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$190,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$578,122
Value of total assets at end of year2013-12-31$4,652,706
Value of total assets at beginning of year2013-12-31$3,497,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,435
Total interest from all sources2013-12-31$7,479
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$183,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$183,678
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$153,606
Participant contributions at end of year2013-12-31$253,192
Participant contributions at beginning of year2013-12-31$202,660
Total non interest bearing cash at end of year2013-12-31$11,383
Total non interest bearing cash at beginning of year2013-12-31$2,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,155,009
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,652,706
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,497,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$49,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,754,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,292,467
Interest on participant loans2013-12-31$7,479
Value of interest in common/collective trusts at end of year2013-12-31$632,195
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$574,561
Net investment gain or loss from common/collective trusts2013-12-31$1,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$424,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,823
Contract administrator fees2013-12-31$16,194
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MELVIN DILLMAN
Accountancy firm EIN2013-12-31273138532
2012 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$717,431
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$238,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$409,917
Value of total assets at end of year2012-12-31$3,497,697
Value of total assets at beginning of year2012-12-31$3,018,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,205
Total interest from all sources2012-12-31$7,657
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,963
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$136,092
Participant contributions at end of year2012-12-31$202,660
Participant contributions at beginning of year2012-12-31$230,852
Total non interest bearing cash at end of year2012-12-31$2,570
Total non interest bearing cash at beginning of year2012-12-31$7,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$478,791
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,497,697
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,018,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,292,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,168,397
Interest on participant loans2012-12-31$7,657
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$610,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$299,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$273,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$220,435
Contract administrator fees2012-12-31$13,486
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MELVIN DILLMAN
Accountancy firm EIN2012-12-31273138532
2011 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$402,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$231,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$167,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$435,101
Value of total assets at end of year2011-12-31$3,018,906
Value of total assets at beginning of year2011-12-31$2,848,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,490
Total interest from all sources2011-12-31$8,104
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$32,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$32,152
Administrative expenses professional fees incurred2011-12-31$5,746
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,834
Participant contributions at end of year2011-12-31$230,852
Participant contributions at beginning of year2011-12-31$212,151
Total non interest bearing cash at end of year2011-12-31$7,592
Total non interest bearing cash at beginning of year2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$170,781
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,018,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,848,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,168,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,074,942
Interest on participant loans2011-12-31$8,104
Value of interest in common/collective trusts at end of year2011-12-31$610,855
Value of interest in common/collective trusts at beginning of year2011-12-31$559,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,374
Net investment gain or loss from common/collective trusts2011-12-31$-22,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$285,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$167,786
Contract administrator fees2011-12-31$57,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MELVIN DILLMAN
Accountancy firm EIN2011-12-31273138532
2010 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$829,141
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$230,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$181,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$548,128
Value of total assets at end of year2010-12-31$2,848,125
Value of total assets at beginning of year2010-12-31$2,249,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,630
Total interest from all sources2010-12-31$9,471
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$25,138
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$175,870
Participant contributions at end of year2010-12-31$212,151
Participant contributions at beginning of year2010-12-31$179,981
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$49,630
Total non interest bearing cash at end of year2010-12-31$1
Total non interest bearing cash at beginning of year2010-12-31$470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$598,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,848,125
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,249,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,074,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,561,172
Interest on participant loans2010-12-31$9,471
Value of interest in common/collective trusts at end of year2010-12-31$559,821
Value of interest in common/collective trusts at beginning of year2010-12-31$507,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$237,620
Net investment gain or loss from common/collective trusts2010-12-31$8,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$372,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$181,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MELVIN DILLMAN
Accountancy firm EIN2010-12-31273138532
2009 : PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

2022: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS 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: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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