STRATZ HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STRATZ HEATING & COOLING, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-25 | 47892 |
| Net assets as of the end of the plan year | 2025-09-25 | 1151871 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 921903 |
| Value of plan covered by a fidelity bond | 2025-09-25 | 93000 |
| Participant contributions to plan in this plan year | 2025-09-25 | 89752 |
| Other income to plan in this plan year | 2025-09-25 | 143396 |
| Plan net income in this plan year | 2025-09-25 | 229968 |
| Net assets as of the end of the plan year | 2025-09-25 | 1151871 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 921903 |
| Employer contributions to plan in this plan year | 2025-09-25 | 44712 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 8899 |
| 2024 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-17 | 60371 |
| Net assets as of the end of the plan year | 2024-09-17 | 921903 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 733368 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 76710 |
| Participant contributions to plan in this plan year | 2024-09-17 | 86156 |
| Value of participant loans at end of plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 119632 |
| Plan net income in this plan year | 2024-09-17 | 188535 |
| Net assets as of the end of the plan year | 2024-09-17 | 921903 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 733368 |
| Employer contributions to plan in this plan year | 2024-09-17 | 43118 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 7987 |
| 2022 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-22 | 32766 |
| Net assets as of the end of the plan year | 2022-09-22 | 767097 |
| Total assets as of the beginning of the plan year | 2022-09-22 | 576056 |
| Value of plan covered by a fidelity bond | 2022-09-22 | 57606 |
| Participant contributions to plan in this plan year | 2022-09-22 | 80928 |
| Value of participant loans at end of plan year | 2022-09-22 | 2886 |
| Other income to plan in this plan year | 2022-09-22 | 102067 |
| Plan net income in this plan year | 2022-09-22 | 191041 |
| Net assets as of the end of the plan year | 2022-09-22 | 767097 |
| Net assets as of the beginning of the plan year | 2022-09-22 | 576056 |
| Employer contributions to plan in this plan year | 2022-09-22 | 40812 |
| 2012 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $47,307 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,022 |
| Total plan assets at end of year | 2012-12-31 | $259,471 |
| Total plan assets at beginning of year | 2012-12-31 | $217,186 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,624 |
| Other income received | 2012-12-31 | $28,543 |
| Net income (gross income less expenses) | 2012-12-31 | $42,285 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $259,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $217,186 |
| Assets. Value of participant loans | 2012-12-31 | $4,377 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,022 |
| 2011 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $6,607 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,843 |
| Total plan assets at end of year | 2011-12-31 | $217,186 |
| Total plan assets at beginning of year | 2011-12-31 | $213,422 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,573 |
| Other income received | 2011-12-31 | $-13,223 |
| Net income (gross income less expenses) | 2011-12-31 | $3,764 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $217,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $213,422 |
| Assets. Value of participant loans | 2011-12-31 | $5,913 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,843 |
| 2010 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $42,715 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,474 |
| Total plan assets at end of year | 2010-12-31 | $213,422 |
| Total plan assets at beginning of year | 2010-12-31 | $173,181 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $16,360 |
| Other income received | 2010-12-31 | $23,111 |
| Net income (gross income less expenses) | 2010-12-31 | $40,241 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $213,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $173,181 |
| Assets. Value of participant loans | 2010-12-31 | $72,430 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,474 |
| 2012: STRATZ HEATING & COOLING, INC. 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STRATZ HEATING & COOLING, INC. 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STRATZ HEATING & COOLING, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
