401k Plan data: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN plan

FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN
Plan identification number	001

FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Plan covering Self-Employed individuals.

401k Sponsoring company profile

FLO-AIRE HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.

Company Name: FLO-AIRE HEATING & COOLING, INC.

Employer identification number (EIN): 382351876

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LINDA BEESLEY
001 2015-01-01 LINDA BEESLEY
001 2014-01-01 ROBERT L. BEESLEY ROBERT L. BEESLEY 2015-02-02
001 2013-01-01 ROBERT L. BEESLEY ROBERT L. BEESLEY 2014-10-15
001 2012-01-01 ROBERT L. BEESLEY ROBERT L. BEESLEY 2013-09-09
001 2011-01-01 ROBERT L. BEESLEY
001 2010-01-01 ROBERT L. BEESLEY
001 2009-01-01 ROBERT L. BEESLEY
001 2009-01-01 ROBERT L. BEESLEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	LINDA BEESLEY
001	2015-01-01	LINDA BEESLEY
001	2014-01-01	ROBERT L. BEESLEY	ROBERT L. BEESLEY	2015-02-02
001	2013-01-01	ROBERT L. BEESLEY	ROBERT L. BEESLEY	2014-10-15
001	2012-01-01	ROBERT L. BEESLEY	ROBERT L. BEESLEY	2013-09-09
001	2011-01-01	ROBERT L. BEESLEY
001	2010-01-01	ROBERT L. BEESLEY
001	2009-01-01	ROBERT L. BEESLEY
001	2009-01-01	ROBERT L. BEESLEY

Plan Statistics for FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN

401k plan membership statisitcs for FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN

Measure Date Value
2016: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 19
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 15
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 18
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17

Measure	Date	Value
2016: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	19
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	15
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	18
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17

Financial Data on FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN

Measure	Date	Value
2016 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,048
Expenses. Total of all expenses incurred	2016-12-31	$872,671
Benefits paid (including direct rollovers)	2016-12-31	$872,671
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$871,623
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$1,048
Net income (gross income less expenses)	2016-12-31	$-871,623
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$871,623
2015 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$35,882
Expenses. Total of all expenses incurred	2015-12-31	$111,379
Benefits paid (including direct rollovers)	2015-12-31	$111,379
Total plan assets at end of year	2015-12-31	$871,623
Total plan assets at beginning of year	2015-12-31	$947,120
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$17,503
Other income received	2015-12-31	$18,379
Net income (gross income less expenses)	2015-12-31	$-75,497
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$871,623
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$947,120
2014 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$74,290
Expenses. Total of all expenses incurred	2014-12-31	$3,103
Total plan assets at end of year	2014-12-31	$947,120
Total plan assets at beginning of year	2014-12-31	$875,933
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$25,654
Other income received	2014-12-31	$48,636
Net income (gross income less expenses)	2014-12-31	$71,187
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$947,120
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$875,933
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Value of corrective distributions	2014-12-31	$3,103
2013 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$1,293
Total income from all sources	2013-12-31	$74,237
Expenses. Total of all expenses incurred	2013-12-31	$107,206
Benefits paid (including direct rollovers)	2013-12-31	$105,913
Total plan assets at end of year	2013-12-31	$875,933
Total plan assets at beginning of year	2013-12-31	$910,195
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$28,318
Other income received	2013-12-31	$45,919
Net income (gross income less expenses)	2013-12-31	$-32,969
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$875,933
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$908,902
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$625,916
Value of corrective distributions	2013-12-31	$1,293
2012 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$55,684
Expenses. Total of all expenses incurred	2012-12-31	$16,267
Benefits paid (including direct rollovers)	2012-12-31	$16,267
Total plan assets at end of year	2012-12-31	$908,902
Total plan assets at beginning of year	2012-12-31	$869,485
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$28,672
Other income received	2012-12-31	$27,012
Net income (gross income less expenses)	2012-12-31	$39,417
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$908,902
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$869,485
2011 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,209
Expenses. Total of all expenses incurred	2011-12-31	$7,424
Benefits paid (including direct rollovers)	2011-12-31	$7,424
Total plan assets at end of year	2011-12-31	$869,485
Total plan assets at beginning of year	2011-12-31	$837,700
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$28,439
Other income received	2011-12-31	$10,770
Net income (gross income less expenses)	2011-12-31	$31,785
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$869,485
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$837,700
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$733,614
2010 : FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$47,217
Total plan assets at end of year	2010-12-31	$837,700
Total plan assets at beginning of year	2010-12-31	$790,483
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$29,430
Other income received	2010-12-31	$16,110
Net income (gross income less expenses)	2010-12-31	$47,217
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$837,700
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$790,483
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$733,740
Total contributions received or receivable from employer(s)	2010-12-31	$1,677

Form 5500 Responses for FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN

2016: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FLO-AIRE HEATING & COOLING, INC-401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FLO-AIRE HEATING & COOLING, INC.
Employer identification number (EIN):	382351876
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors