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PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN
Plan identification number 003

PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING 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
  • 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

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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01BO PETERS2023-09-14
0032021-01-01BO PETERS2022-08-30
0032020-01-01BO PETERS2021-09-27
0032019-01-01
0032018-01-01
0032017-01-01STEVE PETERS
0032016-01-01STEVE PETERS
0032015-01-01
0032014-01-01STEVE PETERS
0032013-01-01STEVE PETERS
0032012-01-01STEVE PETERS
0032011-01-01STEVE PETERS
0032010-01-01STEVE PETERS
0032009-01-01STEVE PETERS
0032009-01-01STEVE PETERS

Plan Statistics for PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN

401k plan membership statisitcs for PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN

Measure Date Value
2022: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01215
Number of participants with account balances2022-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01233
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01213
Number of participants with account balances2021-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01220
Number of participants with account balances2020-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01210
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01206
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01209
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01192
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01192
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01223
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01206
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01218
Total number of active participants reported on line 7a of the Form 55002010-01-01181
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01214
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01217
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN

Measure Date Value
2022 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,442,484
Total unrealized appreciation/depreciation of assets2022-12-31$-2,442,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,170,673
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,363,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,222,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$962,992
Value of total assets at end of year2022-12-31$12,892,258
Value of total assets at beginning of year2022-12-31$16,426,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,648
Total interest from all sources2022-12-31$21,721
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$252,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$287,098
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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
Other income not declared elsewhere2022-12-31$34,730
Administrative expenses (other) incurred2022-12-31$8,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,534,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,892,258
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,426,867
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
Investment advisory and management fees2022-12-31$132,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,454,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,322,806
Interest earned on other investments2022-12-31$21,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$479,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$263,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$263,061
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$962,992
Employer contributions (assets) at end of year2022-12-31$511,792
Employer contributions (assets) at beginning of year2022-12-31$385,822
Income. Dividends from common stock2022-12-31$252,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,222,288
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$412,654
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$520,645
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$8,746,325
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$12,934,533
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 PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,455,907
Total unrealized appreciation/depreciation of assets2021-12-31$1,455,907
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$3,705,842
Total loss/gain on sale of assets2021-12-31$1,046,256
Total of all expenses incurred2021-12-31$2,711,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,582,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$871,663
Value of total assets at end of year2021-12-31$16,426,867
Value of total assets at beginning of year2021-12-31$15,432,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,685
Total interest from all sources2021-12-31$16,923
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$240,868
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$2,438
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$265,900
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$74,225
Administrative expenses (other) incurred2021-12-31$3,214
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$994,243
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,426,867
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,432,624
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
Investment advisory and management fees2021-12-31$125,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,322,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,484,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$263,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$407,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$407,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,923
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$871,663
Employer contributions (assets) at end of year2021-12-31$385,822
Employer contributions (assets) at beginning of year2021-12-31$323,168
Income. Dividends from common stock2021-12-31$238,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,582,914
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$520,645
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$530,613
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$12,934,533
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$10,420,844
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$9,460,450
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,414,194
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 PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$700,068
Total unrealized appreciation/depreciation of assets2020-12-31$700,068
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$0
Total income from all sources (including contributions)2020-12-31$2,113,771
Total loss/gain on sale of assets2020-12-31$74,197
Total of all expenses incurred2020-12-31$2,722,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,589,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$951,483
Value of total assets at end of year2020-12-31$15,432,624
Value of total assets at beginning of year2020-12-31$16,041,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,100
Total interest from all sources2020-12-31$16,949
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$294,324
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$104,750
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$265,900
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$513,400
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$159
Other income not declared elsewhere2020-12-31$76,750
Administrative expenses (other) incurred2020-12-31$8,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-608,834
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,432,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,041,458
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$109,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,484,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,622,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$407,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$551,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$551,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,949
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$951,483
Employer contributions (assets) at end of year2020-12-31$323,168
Employer contributions (assets) at beginning of year2020-12-31$256,543
Income. Dividends from common stock2020-12-31$189,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,589,505
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$530,613
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$529,205
Contract administrator fees2020-12-31$15,218
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$10,420,844
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$11,567,587
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$9,423,715
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,349,518
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 PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,855,373
Total unrealized appreciation/depreciation of assets2019-12-31$1,855,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,140,052
Total loss/gain on sale of assets2019-12-31$974,706
Total of all expenses incurred2019-12-31$1,542,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,402,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$848,739
Value of total assets at end of year2019-12-31$16,041,458
Value of total assets at beginning of year2019-12-31$13,443,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,080
Total interest from all sources2019-12-31$21,294
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$344,230
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$96,533
Administrative expenses professional fees incurred2019-12-31$5,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$513,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$159
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$159
Other income not declared elsewhere2019-12-31$95,710
Administrative expenses (other) incurred2019-12-31$11,099
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$2,597,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,041,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,443,801
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$113,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,622,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,967,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$551,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$303,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$303,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,294
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$848,580
Employer contributions (assets) at end of year2019-12-31$256,543
Employer contributions (assets) at beginning of year2019-12-31$280,450
Income. Dividends from common stock2019-12-31$247,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,402,315
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$529,205
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$620,770
Contract administrator fees2019-12-31$9,824
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$11,567,587
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,272,154
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$8,893,179
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,918,473
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2019-12-31363077757
2018 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,850,150
Total unrealized appreciation/depreciation of assets2018-12-31$-1,850,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$33,009
Total loss/gain on sale of assets2018-12-31$635,685
Total of all expenses incurred2018-12-31$1,695,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,578,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$839,987
Value of total assets at end of year2018-12-31$13,443,801
Value of total assets at beginning of year2018-12-31$15,105,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,171
Total interest from all sources2018-12-31$18,759
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$388,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,400
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,662,154
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,443,801
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,105,955
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$97,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,967,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,103,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$303,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$349,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$349,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,759
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$839,987
Employer contributions (assets) at end of year2018-12-31$280,450
Employer contributions (assets) at beginning of year2018-12-31$111,422
Income. Dividends from common stock2018-12-31$388,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,578,992
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$620,770
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$904,720
Contract administrator fees2018-12-31$13,199
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,272,154
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$11,636,619
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$7,241,941
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,606,256
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 PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,030,918
Total unrealized appreciation/depreciation of assets2017-12-31$1,030,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$91,414
Total income from all sources (including contributions)2017-12-31$2,840,570
Total loss/gain on sale of assets2017-12-31$576,209
Total of all expenses incurred2017-12-31$1,266,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,159,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$777,770
Value of total assets at end of year2017-12-31$15,105,955
Value of total assets at beginning of year2017-12-31$13,622,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,008
Total interest from all sources2017-12-31$32,994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$422,679
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$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
Administrative expenses (other) incurred2017-12-31$3,257
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$1,574,560
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,105,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,531,395
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$86,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,103,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,246,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$349,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$450,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$450,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32,994
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$777,770
Employer contributions (assets) at end of year2017-12-31$111,422
Employer contributions (assets) at beginning of year2017-12-31$198,196
Income. Dividends from common stock2017-12-31$422,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,159,002
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$904,720
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$950,742
Contract administrator fees2017-12-31$11,965
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$11,636,619
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$9,777,058
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$91,414
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
Aggregate proceeds on sale of assets2017-12-31$4,366,601
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,790,392
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 PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$897,507
Total unrealized appreciation/depreciation of assets2016-12-31$897,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$91,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$73,399
Total income from all sources (including contributions)2016-12-31$2,042,688
Total loss/gain on sale of assets2016-12-31$14,621
Total of all expenses incurred2016-12-31$580,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$764,800
Value of total assets at end of year2016-12-31$13,622,809
Value of total assets at beginning of year2016-12-31$12,142,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$97,501
Total interest from all sources2016-12-31$27,179
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$338,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,000
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
Administrative expenses (other) incurred2016-12-31$5,143
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$1,461,832
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,531,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,069,563
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$87,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,246,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,147,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$450,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$445,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$445,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27,179
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$764,800
Employer contributions (assets) at end of year2016-12-31$198,196
Employer contributions (assets) at beginning of year2016-12-31$209,146
Income. Dividends from common stock2016-12-31$338,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,355
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$950,742
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$732,644
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$9,777,058
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$8,608,344
Liabilities. Value of benefit claims payable at end of year2016-12-31$91,414
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$73,399
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
Aggregate proceeds on sale of assets2016-12-31$4,622,088
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,607,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2016-12-31363077757
2015 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,130,340
Total unrealized appreciation/depreciation of assets2015-12-31$-1,130,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$73,399
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$359,513
Total loss/gain on sale of assets2015-12-31$350,486
Total of all expenses incurred2015-12-31$1,324,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,231,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$734,146
Value of total assets at end of year2015-12-31$12,142,962
Value of total assets at beginning of year2015-12-31$13,034,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,214
Total interest from all sources2015-12-31$138,329
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$266,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,339
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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 period2015-12-31No
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-965,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,069,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,034,832
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$77,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,147,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,588,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$445,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$321,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$321,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$138,329
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$734,146
Employer contributions (assets) at end of year2015-12-31$209,146
Employer contributions (assets) at beginning of year2015-12-31$166,810
Income. Dividends from common stock2015-12-31$266,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,231,568
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$732,644
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,141,092
Contract administrator fees2015-12-31$12,866
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$8,608,344
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,816,992
Liabilities. Value of benefit claims payable at end of year2015-12-31$73,399
Liabilities. Value of benefit claims payable 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
Aggregate proceeds on sale of assets2015-12-31$6,448,121
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,097,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRAY HUNTER STENN LLP
Accountancy firm EIN2015-12-31363077757
2014 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-333,705
Total unrealized appreciation/depreciation of assets2014-12-31$-333,705
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$5,805
Total income from all sources (including contributions)2014-12-31$1,399,064
Total loss/gain on sale of assets2014-12-31$650,404
Total of all expenses incurred2014-12-31$406,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$322,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$676,810
Value of total assets at end of year2014-12-31$13,034,832
Value of total assets at beginning of year2014-12-31$12,048,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,911
Total interest from all sources2014-12-31$40,602
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$364,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,130
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,805
Administrative expenses (other) incurred2014-12-31$10,397
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$992,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,034,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,042,374
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$70,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,588,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,519,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$321,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$944,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$944,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$40,602
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$676,810
Employer contributions (assets) at end of year2014-12-31$166,810
Employer contributions (assets) at beginning of year2014-12-31$121,613
Income. Dividends from common stock2014-12-31$364,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$322,695
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,141,092
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$882,141
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,816,992
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,579,968
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$8,361,170
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,710,766
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DILLMAN & ASSOCIATES, CPA
Accountancy firm EIN2014-12-31371221412
2013 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$948,348
Total unrealized appreciation/depreciation of assets2013-12-31$948,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,805
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$2,582,350
Total loss/gain on sale of assets2013-12-31$665,998
Total of all expenses incurred2013-12-31$609,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$531,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$654,716
Value of total assets at end of year2013-12-31$12,048,179
Value of total assets at beginning of year2013-12-31$10,069,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,274
Total interest from all sources2013-12-31$34,596
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$278,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,048
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$11,987
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$1,972,593
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,042,374
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,069,781
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$63,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,519,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,181,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$944,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$617,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$617,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$34,596
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$654,716
Employer contributions (assets) at end of year2013-12-31$121,613
Employer contributions (assets) at beginning of year2013-12-31$173,318
Income. Dividends from common stock2013-12-31$278,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$531,483
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$882,141
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,044,366
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,579,968
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,053,128
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$5,954,140
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,288,142
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31DILLMAN & ASSOCIATES, CPA
Accountancy firm EIN2013-12-31371221412
2012 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$901,992
Total unrealized appreciation/depreciation of assets2012-12-31$901,992
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$4,149
Total income from all sources (including contributions)2012-12-31$1,872,947
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$896,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$808,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$683,318
Value of total assets at end of year2012-12-31$10,069,781
Value of total assets at beginning of year2012-12-31$9,097,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,124
Total interest from all sources2012-12-31$62,911
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$224,726
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$16,577
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$365,710
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$613,275
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$976,918
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,069,781
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,092,863
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$70,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,181,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,952,250
Income. Interest from corporate debt instruments2012-12-31$62,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$617,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$414,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$414,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$47
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$683,318
Employer contributions (assets) at end of year2012-12-31$173,318
Employer contributions (assets) at beginning of year2012-12-31$380,175
Income. Dividends from common stock2012-12-31$224,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$808,905
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,044,366
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$403,500
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,053,128
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,967,642
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,149
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DILLMAN & ASSOCIATES, CPA
Accountancy firm EIN2012-12-31371221412
2011 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-468,768
Total unrealized appreciation/depreciation of assets2011-12-31$-468,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,149
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$484,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$690,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$609,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$715,175
Value of total assets at end of year2011-12-31$9,097,012
Value of total assets at beginning of year2011-12-31$9,299,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$81,607
Total interest from all sources2011-12-31$32,084
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$205,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$12,927
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$365,710
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$710,550
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$613,275
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,732,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-206,584
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,092,863
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,299,447
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
Investment advisory and management fees2011-12-31$68,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,952,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,673,138
Income. Interest from corporate debt instruments2011-12-31$31,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$414,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$227,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$227,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$715,175
Employer contributions (assets) at end of year2011-12-31$380,175
Employer contributions (assets) at beginning of year2011-12-31$163,563
Income. Dividends from common stock2011-12-31$205,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$609,372
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$403,500
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$69,500
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,967,642
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,722,647
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,149
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 plan2011-12-31Unqualified
Accountancy firm name2011-12-31DILLMAN & ASSOCIATES, CPA
Accountancy firm EIN2011-12-31371221412
2010 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$947,780
Total unrealized appreciation/depreciation of assets2010-12-31$947,780
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$1,850,829
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$257,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$176,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$669,363
Value of total assets at end of year2010-12-31$9,299,447
Value of total assets at beginning of year2010-12-31$7,706,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$81,318
Total interest from all sources2010-12-31$46,429
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$187,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$17,387
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$710,550
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$1,150,040
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,732,589
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,021,060
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$1,593,227
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,299,447
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,706,220
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
Investment advisory and management fees2010-12-31$63,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,673,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,287,945
Income. Interest from corporate debt instruments2010-12-31$46,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$227,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$167,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$167,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$400
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$669,363
Employer contributions (assets) at end of year2010-12-31$163,563
Employer contributions (assets) at beginning of year2010-12-31$228,529
Income. Dividends from common stock2010-12-31$187,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$176,284
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$69,500
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$53,000
Contract administrator fees2010-12-31$50
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,722,647
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,798,586
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31DILLMAN & ASSOCIATES, CPA
Accountancy firm EIN2010-12-31371221412
2009 : PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING 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 PROFIT SHARING PLAN

2022: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final 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 PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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
2010: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETERS HEATING & AIR CONDITIONING, INC PROFIT SHARING 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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