CARDINAL HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR
401k plan membership statisitcs for CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR
Measure | Date | Value |
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2019: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 46 |
Number of participants with account balances | 2019-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 41 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 29 |
Number of participants with account balances | 2017-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 27 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2015 401k membership |
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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 | 21 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 23 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2019 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,039,380 |
Expenses. Total of all expenses incurred | 2019-12-31 | $368,915 |
Benefits paid (including direct rollovers) | 2019-12-31 | $344,433 |
Total plan assets at end of year | 2019-12-31 | $2,903,455 |
Total plan assets at beginning of year | 2019-12-31 | $2,232,990 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $226,522 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $193,680 |
Other income received | 2019-12-31 | $490,166 |
Net income (gross income less expenses) | 2019-12-31 | $670,465 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,903,455 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,232,990 |
Assets. Value of participant loans | 2019-12-31 | $47,224 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $129,012 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $24,482 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $116,184 |
Expenses. Total of all expenses incurred | 2018-12-31 | $48,301 |
Benefits paid (including direct rollovers) | 2018-12-31 | $27,698 |
Total plan assets at end of year | 2018-12-31 | $2,232,990 |
Total plan assets at beginning of year | 2018-12-31 | $2,165,107 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $169,397 |
Other income received | 2018-12-31 | $-144,396 |
Net income (gross income less expenses) | 2018-12-31 | $67,883 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,232,990 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,165,107 |
Assets. Value of participant loans | 2018-12-31 | $21,415 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $91,183 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,603 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $499,239 |
Expenses. Total of all expenses incurred | 2017-12-31 | $65,372 |
Benefits paid (including direct rollovers) | 2017-12-31 | $47,727 |
Total plan assets at end of year | 2017-12-31 | $2,165,107 |
Total plan assets at beginning of year | 2017-12-31 | $1,731,240 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $131,236 |
Other income received | 2017-12-31 | $285,523 |
Net income (gross income less expenses) | 2017-12-31 | $433,867 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,165,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,731,240 |
Assets. Value of participant loans | 2017-12-31 | $28,733 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $82,480 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,645 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $264,262 |
Expenses. Total of all expenses incurred | 2016-12-31 | $62,899 |
Benefits paid (including direct rollovers) | 2016-12-31 | $48,337 |
Total plan assets at end of year | 2016-12-31 | $1,731,240 |
Total plan assets at beginning of year | 2016-12-31 | $1,529,877 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $107,794 |
Other income received | 2016-12-31 | $88,277 |
Net income (gross income less expenses) | 2016-12-31 | $201,363 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,731,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,529,877 |
Assets. Value of participant loans | 2016-12-31 | $39,635 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $68,191 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,562 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $127,769 |
Expenses. Total of all expenses incurred | 2015-12-31 | $30,117 |
Benefits paid (including direct rollovers) | 2015-12-31 | $21,115 |
Total plan assets at end of year | 2015-12-31 | $1,529,877 |
Total plan assets at beginning of year | 2015-12-31 | $1,432,225 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $86,913 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-13,133 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $97,652 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,529,877 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,432,225 |
Assets. Value of participant loans | 2015-12-31 | $47,947 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $53,989 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,002 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2019: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 118800 |
Policy instance | 1 |
Insurance contract or identification number | 118800 | Number of Individuals Covered | 45 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $8,032 | Total amount of fees paid to insurance company | USD $1,885 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,032 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1885 | Additional information about fees paid to insurance broker | TPA FEES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 118800 |
Policy instance | 1 |
Insurance contract or identification number | 118800 | Number of Individuals Covered | 38 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $7,171 | Total amount of fees paid to insurance company | USD $1,389 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,171 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1389 | Additional information about fees paid to insurance broker | TPA FEES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 118800 |
Policy instance | 1 |
Insurance contract or identification number | 118800 | Number of Individuals Covered | 26 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $6,020 | Total amount of fees paid to insurance company | USD $1,139 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,020 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1139 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 118800 |
Policy instance | 1 |
Insurance contract or identification number | 118800 | Number of Individuals Covered | 21 | Insurance policy start date | 2015-05-29 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $16,050 | Total amount of fees paid to insurance company | USD $4,306 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,050 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 4306 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 182-82554 |
Policy instance | 2 |
Insurance contract or identification number | 182-82554 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-05-28 | Total amount of commissions paid to insurance broker | USD $31 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31 | Insurance broker organization code? | 7 | Insurance broker name | LPL FINANCIAL, LLC |
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