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MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MIDWESTERN MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWESTERN MECHANICAL, INC.
Employer identification number (EIN):421242780
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01KATIE MCKINNEY KATIE MCKINNEY2018-07-09
0012015-10-01KATIE MCKINNEY KATIE MCKINNEY2017-07-12
0012014-10-01KATIE MCKINNEY KATIE MCKINNEY2016-07-12
0012013-10-01KATIE MCKINNEY
0012012-10-01KATIE MCKINNEY
0012011-10-01KATIE MCKINNEY KATIE MCKINNEY2013-06-19
0012009-10-01KATIE MCKINNEY KATIE MCKINNEY2011-07-01

Plan Statistics for MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01296
Total number of active participants reported on line 7a of the Form 55002022-10-01257
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0141
Total of all active and inactive participants2022-10-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01298
Number of participants with account balances2022-10-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0112
2021: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01305
Total number of active participants reported on line 7a of the Form 55002021-10-01255
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-0136
Total of all active and inactive participants2021-10-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01292
Number of participants with account balances2021-10-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0145
2020: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01290
Total number of active participants reported on line 7a of the Form 55002020-10-01249
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-0145
Total of all active and inactive participants2020-10-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01296
Number of participants with account balances2020-10-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0154
2019: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01272
Total number of active participants reported on line 7a of the Form 55002019-10-01245
Number of retired or separated participants receiving benefits2019-10-011
Number of other retired or separated participants entitled to future benefits2019-10-0137
Total of all active and inactive participants2019-10-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01283
Number of participants with account balances2019-10-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0142
2018: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01268
Total number of active participants reported on line 7a of the Form 55002018-10-01263
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-019
Total of all active and inactive participants2018-10-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01272
Number of participants with account balances2018-10-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0118
2017: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01245
Total number of active participants reported on line 7a of the Form 55002017-10-01255
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0110
Total of all active and inactive participants2017-10-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01265
Number of participants with account balances2017-10-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0114
2016: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01221
Total number of active participants reported on line 7a of the Form 55002016-10-01234
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-018
Total of all active and inactive participants2016-10-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01242
Number of participants with account balances2016-10-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0114
2015: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01190
Total number of active participants reported on line 7a of the Form 55002015-10-01198
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0117
Total of all active and inactive participants2015-10-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01215
Number of participants with account balances2015-10-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-019
2014: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01173
Total number of active participants reported on line 7a of the Form 55002014-10-01178
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-018
Total of all active and inactive participants2014-10-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01186
Number of participants with account balances2014-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-012
2013: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01152
Total number of active participants reported on line 7a of the Form 55002013-10-01160
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-019
Total of all active and inactive participants2013-10-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01169
Number of participants with account balances2013-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012
2012: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01155
Total number of active participants reported on line 7a of the Form 55002012-10-01146
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-016
Total of all active and inactive participants2012-10-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01152
Number of participants with account balances2012-10-0167
2011: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01159
Total number of active participants reported on line 7a of the Form 55002011-10-01140
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-016
Total of all active and inactive participants2011-10-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01146
Number of participants with account balances2011-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0113
2009: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01163
Total number of active participants reported on line 7a of the Form 55002009-10-01120
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01129
Number of participants with account balances2009-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0124

Financial Data on MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,047,077
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$81,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,389
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$360,046
Value of total assets at end of year2022-12-31$9,231,400
Value of total assets at beginning of year2022-12-31$8,265,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,613
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$265,064
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
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
Contributions received from participants2022-12-31$289,614
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$966,075
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,231,400
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,265,325
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,018,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,802,915
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$213,357
Value of interest in common/collective trusts at beginning of year2022-12-31$259,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$420,406
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$1,561
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$202,922
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$67,389
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$13,613
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Unrealized appreciation/depreciation of real estate assets2022-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Expenses. Interest paid2022-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-09-30$0
Total income from all sources (including contributions)2022-09-30$-561,631
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$794,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$725,890
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,255,715
Value of total assets at end of year2022-09-30$8,265,325
Value of total assets at beginning of year2022-09-30$9,621,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$68,373
Total income from rents2022-09-30$0
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$904,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$904,972
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Administrative expenses professional fees incurred2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,020,003
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$31,836
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$-21,696
Administrative expenses (other) incurred2022-09-30$0
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-1,355,894
Value of net assets at end of year (total assets less liabilities)2022-09-30$8,265,325
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$9,621,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Investment advisory and management fees2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$7,802,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$9,182,573
Interest on participant loans2022-09-30$0
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$0
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$259,488
Value of interest in common/collective trusts at beginning of year2022-09-30$199,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,704,883
Net investment gain/loss from pooled separate accounts2022-09-30$0
Net investment gain or loss from common/collective trusts2022-09-30$4,261
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$0
Assets. Invements in employer securities at beginning of year2022-09-30$0
Assets. Value of employer real property at end of year2022-09-30$0
Assets. Value of employer real property at beginning of year2022-09-30$0
Contributions received in cash from employer2022-09-30$203,876
Employer contributions (assets) at end of year2022-09-30$202,922
Employer contributions (assets) at beginning of year2022-09-30$238,914
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$725,890
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Contract administrator fees2022-09-30$68,373
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Liabilities. Value of benefit claims payable at end of year2022-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-09-30$0
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30KETEL THORSTENSON
Accountancy firm EIN2022-09-30460257538
2021 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$0
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Expenses. Interest paid2021-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,981,009
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,477,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,423,677
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Value of total corrective distributions2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,128,515
Value of total assets at end of year2021-09-30$9,621,219
Value of total assets at beginning of year2021-09-30$8,118,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$54,156
Total income from rents2021-09-30$0
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$284,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$284,471
Assets. Real estate other than employer real property at end of year2021-09-30$0
Assets. Real estate other than employer real property at beginning of year2021-09-30$0
Administrative expenses professional fees incurred2021-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-09-30$0
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$832,944
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$56,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Assets. Loans (other than to participants) at end of year2021-09-30$0
Assets. Loans (other than to participants) at beginning of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$0
Other income not declared elsewhere2021-09-30$609
Administrative expenses (other) incurred2021-09-30$0
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Income. Non cash contributions2021-09-30$0
Value of net income/loss2021-09-30$1,503,176
Value of net assets at end of year (total assets less liabilities)2021-09-30$9,621,219
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$8,118,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Assets. partnership/joint venture interests at end of year2021-09-30$0
Assets. partnership/joint venture interests at beginning of year2021-09-30$0
Investment advisory and management fees2021-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$9,182,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$7,627,438
Interest on participant loans2021-09-30$0
Income. Interest from loans (other than to participants)2021-09-30$0
Interest earned on other investments2021-09-30$0
Income. Interest from US Government securities2021-09-30$0
Income. Interest from corporate debt instruments2021-09-30$0
Value of interest in master investment trust accounts at end of year2021-09-30$0
Value of interest in master investment trust accounts at beginning of year2021-09-30$0
Value of interest in common/collective trusts at end of year2021-09-30$199,732
Value of interest in common/collective trusts at beginning of year2021-09-30$260,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Asset value of US Government securities at end of year2021-09-30$0
Asset value of US Government securities at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,559,894
Net investment gain/loss from pooled separate accounts2021-09-30$0
Net investment gain or loss from common/collective trusts2021-09-30$7,520
Net gain/loss from 103.12 investment entities2021-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$0
Assets. Invements in employer securities at beginning of year2021-09-30$0
Assets. Value of employer real property at end of year2021-09-30$0
Assets. Value of employer real property at beginning of year2021-09-30$0
Contributions received in cash from employer2021-09-30$239,385
Employer contributions (assets) at end of year2021-09-30$238,914
Employer contributions (assets) at beginning of year2021-09-30$230,309
Income. Dividends from preferred stock2021-09-30$0
Income. Dividends from common stock2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,423,677
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$0
Contract administrator fees2021-09-30$54,156
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$0
Liabilities. Value of benefit claims payable at end of year2021-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-09-30$0
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$0
Aggregate carrying amount (costs) on sale of assets2021-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-09-30$0
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30KETEL THORSTENSON
Accountancy firm EIN2021-09-30460257538
2020 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Expenses. Interest paid2020-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,788,804
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$782,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$755,456
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Value of total corrective distributions2020-09-30$3,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$976,752
Value of total assets at end of year2020-09-30$8,118,043
Value of total assets at beginning of year2020-09-30$7,111,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$23,748
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$1
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$240,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$240,383
Assets. Real estate other than employer real property at end of year2020-09-30$0
Assets. Real estate other than employer real property at beginning of year2020-09-30$0
Administrative expenses professional fees incurred2020-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$746,443
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$227
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$141,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Assets. Loans (other than to participants) at end of year2020-09-30$0
Assets. Loans (other than to participants) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$-24,416
Administrative expenses (other) incurred2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Income. Non cash contributions2020-09-30$0
Value of net income/loss2020-09-30$1,006,465
Value of net assets at end of year (total assets less liabilities)2020-09-30$8,118,043
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$7,111,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Assets. partnership/joint venture interests at end of year2020-09-30$0
Assets. partnership/joint venture interests at beginning of year2020-09-30$0
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$7,627,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$6,156,673
Interest on participant loans2020-09-30$1
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$0
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Value of interest in master investment trust accounts at end of year2020-09-30$0
Value of interest in master investment trust accounts at beginning of year2020-09-30$0
Value of interest in common/collective trusts at end of year2020-09-30$260,296
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$722,385
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Asset value of US Government securities at end of year2020-09-30$0
Asset value of US Government securities at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$585,144
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$10,940
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Assets. Invements in employer securities at end of year2020-09-30$0
Assets. Invements in employer securities at beginning of year2020-09-30$0
Assets. Value of employer real property at end of year2020-09-30$0
Assets. Value of employer real property at beginning of year2020-09-30$0
Contributions received in cash from employer2020-09-30$230,309
Employer contributions (assets) at end of year2020-09-30$230,309
Employer contributions (assets) at beginning of year2020-09-30$232,293
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$613,982
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$0
Contract administrator fees2020-09-30$23,748
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$0
Liabilities. Value of benefit claims payable at end of year2020-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30KETEL THORSTENSON
Accountancy firm EIN2020-09-30460257538
2019 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,296,551
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$291,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$213,664
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$5,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$977,960
Value of total assets at end of year2019-09-30$7,111,578
Value of total assets at beginning of year2019-09-30$6,106,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$73,016
Total interest from all sources2019-09-30$15,217
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$260,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$260,232
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$723,534
Participant contributions at end of year2019-09-30$227
Participant contributions at beginning of year2019-09-30$3,098
Assets. Other investments not covered elsewhere at end of year2019-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$20,501
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,004,632
Value of net assets at end of year (total assets less liabilities)2019-09-30$7,111,578
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$6,106,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$69,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$6,156,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$5,234,933
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$0
Interest on participant loans2019-09-30$61
Interest earned on other investments2019-09-30$15,156
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$722,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$658,193
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$43,142
Net investment gain/loss from pooled separate accounts2019-09-30$0
Net investment gain or loss from common/collective trusts2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Assets. Invements in employer securities at end of year2019-09-30$0
Assets. Invements in employer securities at beginning of year2019-09-30$0
Contributions received in cash from employer2019-09-30$233,925
Employer contributions (assets) at end of year2019-09-30$232,293
Employer contributions (assets) at beginning of year2019-09-30$210,722
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$213,664
Contract administrator fees2019-09-30$3,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30KETEL THORSTENSON
Accountancy firm EIN2019-09-30460257539
2018 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,438,127
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$384,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$328,328
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$4,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$911,621
Value of total assets at end of year2018-09-30$6,106,946
Value of total assets at beginning of year2018-09-30$5,053,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$52,134
Total interest from all sources2018-09-30$15,165
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$154,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$154,366
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$638,416
Participant contributions at end of year2018-09-30$3,098
Participant contributions at beginning of year2018-09-30$10,573
Assets. Other investments not covered elsewhere at end of year2018-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$62,135
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,053,406
Value of net assets at end of year (total assets less liabilities)2018-09-30$6,106,946
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$5,053,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$50,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$5,234,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,234,172
Value of interest in pooled separate accounts at end of year2018-09-30$0
Value of interest in pooled separate accounts at beginning of year2018-09-30$0
Interest on participant loans2018-09-30$271
Interest earned on other investments2018-09-30$14,894
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of interest in common/collective trusts at beginning of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$658,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$631,689
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$356,975
Net investment gain/loss from pooled separate accounts2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$0
Contributions received in cash from employer2018-09-30$211,070
Employer contributions (assets) at end of year2018-09-30$210,722
Employer contributions (assets) at beginning of year2018-09-30$177,106
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$328,328
Contract administrator fees2018-09-30$2,035
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30KETEL THORSTENSON, LLP
Accountancy firm EIN2018-09-30460257539
2017 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,492,753
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$911,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$877,108
Expenses. Certain deemed distributions of participant loans2017-09-30$660
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$867,047
Value of total assets at end of year2017-09-30$5,053,539
Value of total assets at beginning of year2017-09-30$4,472,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$33,453
Total interest from all sources2017-09-30$6,051
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$27,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$27,237
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30No
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$529,569
Participant contributions at end of year2017-09-30$10,573
Participant contributions at beginning of year2017-09-30$27,564
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$160,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Other income not declared elsewhere2017-09-30$8
Administrative expenses (other) incurred2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$581,532
Value of net assets at end of year (total assets less liabilities)2017-09-30$5,053,539
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$4,472,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$29,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,234,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,101,952
Value of interest in pooled separate accounts at beginning of year2017-09-30$2,501,032
Interest on participant loans2017-09-30$866
Interest earned on other investments2017-09-30$5,185
Value of interest in common/collective trusts at beginning of year2017-09-30$698,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$631,688
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$531,049
Net investment gain/loss from pooled separate accounts2017-09-30$49,878
Net investment gain or loss from common/collective trusts2017-09-30$11,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$177,106
Employer contributions (assets) at end of year2017-09-30$177,106
Employer contributions (assets) at beginning of year2017-09-30$143,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$877,108
Contract administrator fees2017-09-30$4,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30KETEL THORSTENSON, LLP
Accountancy firm EIN2017-09-30460257538
2016 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$986,912
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$122,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$108,457
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$4,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$592,988
Value of total assets at end of year2016-09-30$4,472,007
Value of total assets at beginning of year2016-09-30$3,607,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$9,616
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$1,529
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$14,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$14,261
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$410,172
Participant contributions at end of year2016-09-30$27,564
Participant contributions at beginning of year2016-09-30$47,075
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$39,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$864,028
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,472,007
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,607,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,101,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$909,726
Value of interest in pooled separate accounts at end of year2016-09-30$2,501,032
Value of interest in pooled separate accounts at beginning of year2016-09-30$2,165,711
Interest on participant loans2016-09-30$1,529
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$0
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$698,329
Value of interest in common/collective trusts at beginning of year2016-09-30$384,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$89,615
Net investment gain/loss from pooled separate accounts2016-09-30$229,237
Net investment gain or loss from common/collective trusts2016-09-30$59,282
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$143,130
Employer contributions (assets) at end of year2016-09-30$143,130
Employer contributions (assets) at beginning of year2016-09-30$101,155
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$108,457
Contract administrator fees2016-09-30$9,616
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30WOLTMAN GROUP, P.C.
Accountancy firm EIN2016-09-30460398923
2015 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$414,861
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$264,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$253,050
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$428,429
Value of total assets at end of year2015-09-30$3,607,979
Value of total assets at beginning of year2015-09-30$3,457,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$11,496
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$2,089
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$12,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$12,491
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$284,958
Participant contributions at end of year2015-09-30$47,075
Participant contributions at beginning of year2015-09-30$47,108
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$41
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$42,624
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$22
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$150,312
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,607,979
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,457,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$909,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$929,138
Value of interest in pooled separate accounts at end of year2015-09-30$2,165,711
Value of interest in pooled separate accounts at beginning of year2015-09-30$2,078,642
Interest on participant loans2015-09-30$2,089
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$0
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$384,312
Value of interest in common/collective trusts at beginning of year2015-09-30$327,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-31,652
Net investment gain/loss from pooled separate accounts2015-09-30$12,117
Net investment gain or loss from common/collective trusts2015-09-30$-8,635
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$100,847
Employer contributions (assets) at end of year2015-09-30$101,155
Employer contributions (assets) at beginning of year2015-09-30$75,171
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$253,050
Contract administrator fees2015-09-30$11,496
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2015-09-30420946155
2014 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$648,386
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$158,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$146,859
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$2,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$342,081
Value of total assets at end of year2014-09-30$3,457,667
Value of total assets at beginning of year2014-09-30$2,968,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$9,981
Total interest from all sources2014-09-30$2,215
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$11,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$11,031
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$280,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$218,334
Participant contributions at end of year2014-09-30$47,108
Participant contributions at beginning of year2014-09-30$74,478
Participant contributions at end of year2014-09-30$41
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$51,815
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$489,446
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,457,667
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,968,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$929,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$795,989
Value of interest in pooled separate accounts at end of year2014-09-30$2,078,642
Value of interest in pooled separate accounts at beginning of year2014-09-30$1,800,136
Income. Interest from loans (other than to participants)2014-09-30$2,215
Value of interest in common/collective trusts at end of year2014-09-30$327,567
Value of interest in common/collective trusts at beginning of year2014-09-30$237,175
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$84,597
Net investment gain/loss from pooled separate accounts2014-09-30$182,403
Net investment gain or loss from common/collective trusts2014-09-30$26,059
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$71,932
Employer contributions (assets) at end of year2014-09-30$75,171
Employer contributions (assets) at beginning of year2014-09-30$60,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$146,859
Contract administrator fees2014-09-30$9,981
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2014-09-30420946155
2013 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,944
Total income from all sources (including contributions)2013-09-30$706,558
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$162,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$153,992
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$294,353
Value of total assets at end of year2013-09-30$2,968,221
Value of total assets at beginning of year2013-09-30$2,426,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$8,418
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$3,005
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$7,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$7,145
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$230,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$171,756
Participant contributions at end of year2013-09-30$74,478
Participant contributions at beginning of year2013-09-30$123,593
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$62,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$40
Administrative expenses (other) incurred2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$544,148
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,968,221
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,424,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$795,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$402,462
Value of interest in pooled separate accounts at end of year2013-09-30$1,800,136
Value of interest in pooled separate accounts at beginning of year2013-09-30$1,730,430
Interest on participant loans2013-09-30$3,005
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$0
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$237,175
Value of interest in common/collective trusts at beginning of year2013-09-30$169,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$79,013
Net investment gain/loss from pooled separate accounts2013-09-30$305,943
Net investment gain or loss from common/collective trusts2013-09-30$17,059
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$60,443
Employer contributions (assets) at end of year2013-09-30$60,443
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$153,992
Contract administrator fees2013-09-30$8,418
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$1,944
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2013-09-30420946155
2012 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$5,100
Total income from all sources (including contributions)2012-09-30$578,547
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$46,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$39,857
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$180,394
Value of total assets at end of year2012-09-30$2,426,017
Value of total assets at beginning of year2012-09-30$1,897,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$6,607
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$3,702
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,905
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$230,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$158,056
Participant contributions at end of year2012-09-30$123,593
Participant contributions at beginning of year2012-09-30$71,927
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$22,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$532,083
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,424,073
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,891,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$402,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$307,957
Value of interest in pooled separate accounts at end of year2012-09-30$1,730,430
Value of interest in pooled separate accounts at beginning of year2012-09-30$1,371,458
Interest on participant loans2012-09-30$3,702
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$0
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$169,532
Value of interest in common/collective trusts at beginning of year2012-09-30$145,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$73,008
Net investment gain/loss from pooled separate accounts2012-09-30$316,395
Net investment gain or loss from common/collective trusts2012-09-30$3,143
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$39,857
Contract administrator fees2012-09-30$6,607
Liabilities. Value of benefit claims payable at end of year2012-09-30$1,944
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$5,100
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30HONKAMP KRUEGER & CO. P.C.
Accountancy firm EIN2012-09-30420946155
2011 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$5,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$241,894
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$123,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$117,505
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$297,900
Value of total assets at end of year2011-09-30$1,897,090
Value of total assets at beginning of year2011-09-30$1,773,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$6,108
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$2,865
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$2,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$2,594
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$230,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$171,175
Participant contributions at end of year2011-09-30$71,927
Participant contributions at beginning of year2011-09-30$83,283
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$147
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$126,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$1
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$118,281
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,891,990
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,773,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$307,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$291,136
Value of interest in pooled separate accounts at end of year2011-09-30$1,371,458
Value of interest in pooled separate accounts at beginning of year2011-09-30$1,199,501
Interest on participant loans2011-09-30$2,865
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$145,748
Value of interest in common/collective trusts at beginning of year2011-09-30$154,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-14,159
Net investment gain/loss from pooled separate accounts2011-09-30$-49,318
Net investment gain or loss from common/collective trusts2011-09-30$2,011
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$0
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$45,498
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$117,505
Contract administrator fees2011-09-30$6,108
Liabilities. Value of benefit claims payable at end of year2011-09-30$5,100
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2011-09-30420946155
2010 : MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

2022: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62310
Policy instance 1
Insurance contract or identification numberMR 62310
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62310
Policy instance 1
Insurance contract or identification numberMR 62310
Number of Individuals Covered272
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62310
Policy instance 1
Insurance contract or identification numberMR 62310
Number of Individuals Covered265
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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