401k Plan data: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST plan

LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan Name	LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number	001

LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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

Company Name: LEE MECHANICAL CONTRACTORS, INC

Employer identification number (EIN): 431367249

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LORA DICKENS
001 2016-01-01 LORA DICKENS
001 2015-01-01 LORA DICKENS
001 2014-01-01 LORA DICKENS
001 2013-01-01 LORA DICKENS
001 2012-01-01 GINA KEARNS
001 2011-01-01 LORA DICKENS LORA DICKENS 2012-10-12
001 2010-01-01 LORA DICKENS
001 2009-01-01 LORA DICKENS

Plan Statistics for LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2022: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 182
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 132
Total of all active and inactive participants 2022-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 314
Number of participants with account balances 2022-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 69
2021: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 170
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 256
Number of participants with account balances 2021-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 166
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 92
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 273
Number of participants with account balances 2020-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 56
2019: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 162
Number of other retired or separated participants entitled to future benefits 2019-01-01 107
Total of all active and inactive participants 2019-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 485
Number of participants with account balances 2019-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 237
Number of retired or separated participants receiving benefits 2018-01-01 24
Number of other retired or separated participants entitled to future benefits 2018-01-01 206
Total of all active and inactive participants 2018-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 467
Number of participants with account balances 2018-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 228
Number of retired or separated participants receiving benefits 2017-01-01 28
Number of other retired or separated participants entitled to future benefits 2017-01-01 174
Total of all active and inactive participants 2017-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 430
Number of participants with account balances 2017-01-01 387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 32
2016: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 221
Number of retired or separated participants receiving benefits 2016-01-01 23
Number of other retired or separated participants entitled to future benefits 2016-01-01 182
Total of all active and inactive participants 2016-01-01 426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 426
Number of participants with account balances 2016-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 51
2015: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 287
Number of retired or separated participants receiving benefits 2015-01-01 16
Number of other retired or separated participants entitled to future benefits 2015-01-01 109
Total of all active and inactive participants 2015-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 412
Number of participants with account balances 2015-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 45
2014: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 271
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 152
Total of all active and inactive participants 2014-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 423
Number of participants with account balances 2014-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 33
2013: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 246
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 174
Total of all active and inactive participants 2013-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 420
Number of participants with account balances 2013-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 18
2012: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 223
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 138
Total of all active and inactive participants 2012-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 361
Number of participants with account balances 2012-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 23
2011: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 218
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 111
Total of all active and inactive participants 2011-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 329
Number of participants with account balances 2011-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 211
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 79
Total of all active and inactive participants 2010-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 290
Number of participants with account balances 2010-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 31
2009: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 189
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 83
Total of all active and inactive participants 2009-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 272
Number of participants with account balances 2009-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	182
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	132
Total of all active and inactive participants	2022-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	314
Number of participants with account balances	2022-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	69
2021: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	170
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	256
Number of participants with account balances	2021-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	166
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	92
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	273
Number of participants with account balances	2020-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	56
2019: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	162
Number of other retired or separated participants entitled to future benefits	2019-01-01	107
Total of all active and inactive participants	2019-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	485
Number of participants with account balances	2019-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	237
Number of retired or separated participants receiving benefits	2018-01-01	24
Number of other retired or separated participants entitled to future benefits	2018-01-01	206
Total of all active and inactive participants	2018-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	467
Number of participants with account balances	2018-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	228
Number of retired or separated participants receiving benefits	2017-01-01	28
Number of other retired or separated participants entitled to future benefits	2017-01-01	174
Total of all active and inactive participants	2017-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	430
Number of participants with account balances	2017-01-01	387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	32
2016: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	221
Number of retired or separated participants receiving benefits	2016-01-01	23
Number of other retired or separated participants entitled to future benefits	2016-01-01	182
Total of all active and inactive participants	2016-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	426
Number of participants with account balances	2016-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	51
2015: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	287
Number of retired or separated participants receiving benefits	2015-01-01	16
Number of other retired or separated participants entitled to future benefits	2015-01-01	109
Total of all active and inactive participants	2015-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	412
Number of participants with account balances	2015-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	45
2014: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	271
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	152
Total of all active and inactive participants	2014-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	423
Number of participants with account balances	2014-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	33
2013: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	246
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	174
Total of all active and inactive participants	2013-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	420
Number of participants with account balances	2013-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	18
2012: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	223
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	138
Total of all active and inactive participants	2012-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	361
Number of participants with account balances	2012-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	23
2011: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	218
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	111
Total of all active and inactive participants	2011-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	329
Number of participants with account balances	2011-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	211
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	79
Total of all active and inactive participants	2010-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	290
Number of participants with account balances	2010-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	31
2009: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	189
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	83
Total of all active and inactive participants	2009-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	272
Number of participants with account balances	2009-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure	Date	Value
2022 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$9,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,901
Total income from all sources (including contributions)	2022-12-31	$-360,777
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,258,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,235,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$706,910
Value of total assets at end of year	2022-12-31	$6,496,917
Value of total assets at beginning of year	2022-12-31	$8,113,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,194
Total interest from all sources	2022-12-31	$8,090
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$259,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$253,190
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$587,607
Participant contributions at end of year	2022-12-31	$120,814
Participant contributions at beginning of year	2022-12-31	$205,620
Participant contributions at end of year	2022-12-31	$8,489
Participant contributions at beginning of year	2022-12-31	$9,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$9,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$6,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,619,178
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,487,417
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,106,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$17,294
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,919,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,036,380
Interest on participant loans	2022-12-31	$8,090
Value of interest in common/collective trusts at end of year	2022-12-31	$446,086
Value of interest in common/collective trusts at beginning of year	2022-12-31	$860,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,335,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$119,303
Employer contributions (assets) at end of year	2022-12-31	$1,826
Employer contributions (assets) at beginning of year	2022-12-31	$1,982
Income. Dividends from common stock	2022-12-31	$6,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,235,207
Contract administrator fees	2022-12-31	$5,900
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BOYER & ASSOCIATES
Accountancy firm EIN	2022-12-31	451625356
2021 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,523,735
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$984,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$959,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$590,248
Value of total assets at end of year	2021-12-31	$8,113,496
Value of total assets at beginning of year	2021-12-31	$7,567,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,077
Total interest from all sources	2021-12-31	$12,192
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$465,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$460,009
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$499,160
Participant contributions at end of year	2021-12-31	$205,620
Participant contributions at beginning of year	2021-12-31	$291,789
Participant contributions at end of year	2021-12-31	$9,008
Participant contributions at beginning of year	2021-12-31	$6,137
Liabilities. Value of operating payables at end of year	2021-12-31	$6,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$539,171
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,106,595
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,567,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,036,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,404,392
Interest on participant loans	2021-12-31	$12,192
Value of interest in common/collective trusts at end of year	2021-12-31	$860,506
Value of interest in common/collective trusts at beginning of year	2021-12-31	$863,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$455,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$91,088
Employer contributions (assets) at end of year	2021-12-31	$1,982
Employer contributions (assets) at beginning of year	2021-12-31	$1,762
Income. Dividends from common stock	2021-12-31	$5,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$959,487
Contract administrator fees	2021-12-31	$7,507
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BOYER & ASSOCIATES
Accountancy firm EIN	2021-12-31	451625356
2020 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,370,777
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,217,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,182,862
Value of total corrective distributions	2020-12-31	$6,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$554,593
Value of total assets at end of year	2020-12-31	$7,567,424
Value of total assets at beginning of year	2020-12-31	$7,413,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,724
Total interest from all sources	2020-12-31	$13,387
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$294,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$285,243
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$488,398
Participant contributions at end of year	2020-12-31	$291,789
Participant contributions at beginning of year	2020-12-31	$232,028
Participant contributions at end of year	2020-12-31	$6,137
Participant contributions at beginning of year	2020-12-31	$1,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$153,636
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,567,424
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,413,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$23,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,404,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,281,310
Interest on participant loans	2020-12-31	$13,387
Value of interest in common/collective trusts at end of year	2020-12-31	$863,344
Value of interest in common/collective trusts at beginning of year	2020-12-31	$898,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$508,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$66,195
Employer contributions (assets) at end of year	2020-12-31	$1,762
Employer contributions (assets) at beginning of year	2020-12-31	$1,021
Income. Dividends from common stock	2020-12-31	$9,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,182,862
Contract administrator fees	2020-12-31	$4,154
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BOYER & ASSOCIATES
Accountancy firm EIN	2020-12-31	451625356
2019 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,971,936
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,228,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,191,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$746,075
Value of total assets at end of year	2019-12-31	$7,413,788
Value of total assets at beginning of year	2019-12-31	$6,670,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,267
Total interest from all sources	2019-12-31	$12,617
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$306,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$292,283
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$619,666
Participant contributions at end of year	2019-12-31	$232,028
Participant contributions at beginning of year	2019-12-31	$154,638
Participant contributions at end of year	2019-12-31	$1,023
Participant contributions at beginning of year	2019-12-31	$11,782
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$743,156
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,413,788
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,670,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,208
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,281,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,751,588
Interest on participant loans	2019-12-31	$12,617
Value of interest in common/collective trusts at end of year	2019-12-31	$898,406
Value of interest in common/collective trusts at beginning of year	2019-12-31	$747,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$907,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$106,646
Employer contributions (assets) at end of year	2019-12-31	$1,021
Employer contributions (assets) at beginning of year	2019-12-31	$4,937
Income. Dividends from common stock	2019-12-31	$13,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,191,513
Contract administrator fees	2019-12-31	$22,059
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BOYER & ASSOCIATES
Accountancy firm EIN	2019-12-31	451625356
2018 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$973
Total income from all sources (including contributions)	2018-12-31	$407,567
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$426,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$409,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$752,559
Value of total assets at end of year	2018-12-31	$6,670,632
Value of total assets at beginning of year	2018-12-31	$6,690,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,215
Total interest from all sources	2018-12-31	$7,363
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$407,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$400,739
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$626,686
Participant contributions at end of year	2018-12-31	$154,638
Participant contributions at beginning of year	2018-12-31	$153,365
Participant contributions at end of year	2018-12-31	$11,782
Participant contributions at beginning of year	2018-12-31	$10,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-19,075
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,670,632
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,689,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$13,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,751,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,912,450
Interest on participant loans	2018-12-31	$7,363
Value of interest in common/collective trusts at end of year	2018-12-31	$747,687
Value of interest in common/collective trusts at beginning of year	2018-12-31	$611,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-759,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$125,873
Employer contributions (assets) at end of year	2018-12-31	$4,937
Employer contributions (assets) at beginning of year	2018-12-31	$2,660
Income. Dividends from common stock	2018-12-31	$6,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$409,427
Contract administrator fees	2018-12-31	$3,499
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BOYER AND ASSOCIATES, PC.
Accountancy firm EIN	2018-12-31	431625356
2017 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,852
Total income from all sources (including contributions)	2017-12-31	$1,541,618
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,871,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,852,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$706,284
Value of total assets at end of year	2017-12-31	$6,690,680
Value of total assets at beginning of year	2017-12-31	$7,026,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,194
Total interest from all sources	2017-12-31	$7,287
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$293,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$287,743
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$589,518
Participant contributions at end of year	2017-12-31	$153,365
Participant contributions at beginning of year	2017-12-31	$208,580
Participant contributions at end of year	2017-12-31	$10,699
Participant contributions at beginning of year	2017-12-31	$13,864
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$6,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-330,201
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,689,707
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,019,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$14,076
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,912,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,716,145
Income. Interest from loans (other than to participants)	2017-12-31	$7,287
Value of interest in common/collective trusts at end of year	2017-12-31	$611,506
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,085,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$534,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$109,498
Employer contributions (assets) at end of year	2017-12-31	$2,660
Employer contributions (assets) at beginning of year	2017-12-31	$2,656
Income. Dividends from common stock	2017-12-31	$5,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,852,625
Contract administrator fees	2017-12-31	$5,118
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BOYER AND ASSOCIATES, PC.
Accountancy firm EIN	2017-12-31	431625356
2016 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,356,645
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$492,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$424,858
Expenses. Certain deemed distributions of participant loans	2016-12-31	$48,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$931,697
Value of total assets at end of year	2016-12-31	$7,026,760
Value of total assets at beginning of year	2016-12-31	$6,155,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,628
Total interest from all sources	2016-12-31	$7,953
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$265,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$680,799
Participant contributions at end of year	2016-12-31	$208,580
Participant contributions at beginning of year	2016-12-31	$225,117
Participant contributions at end of year	2016-12-31	$13,864
Participant contributions at beginning of year	2016-12-31	$11,687
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$119,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$6,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$864,171
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,019,908
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,155,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$13,209
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,716,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,725,975
Interest on participant loans	2016-12-31	$7,953
Value of interest in common/collective trusts at end of year	2016-12-31	$1,085,515
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,191,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$151,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$131,671
Employer contributions (assets) at end of year	2016-12-31	$2,656
Employer contributions (assets) at beginning of year	2016-12-31	$1,864
Income. Dividends from common stock	2016-12-31	$265,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$424,858
Contract administrator fees	2016-12-31	$5,419
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOYER AND ASSOCIATES, PC.
Accountancy firm EIN	2016-12-31	431625356
2015 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$20,354
Total income from all sources (including contributions)	2015-12-31	$805,080
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$352,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$306,794
Expenses. Certain deemed distributions of participant loans	2015-12-31	$25,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$893,132
Value of total assets at end of year	2015-12-31	$6,155,737
Value of total assets at beginning of year	2015-12-31	$5,723,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,732
Total interest from all sources	2015-12-31	$9,511
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$343,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$343,520
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$747,454
Participant contributions at end of year	2015-12-31	$225,117
Participant contributions at beginning of year	2015-12-31	$250,101
Participant contributions at end of year	2015-12-31	$11,687
Participant contributions at beginning of year	2015-12-31	$13,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$20,354
Total non interest bearing cash at beginning of year	2015-12-31	$2,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$452,096
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,155,737
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,703,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$12,068
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,725,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,173,847
Interest on participant loans	2015-12-31	$9,511
Value of interest in common/collective trusts at end of year	2015-12-31	$1,191,094
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,281,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-441,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$145,678
Employer contributions (assets) at end of year	2015-12-31	$1,864
Employer contributions (assets) at beginning of year	2015-12-31	$2,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$306,794
Contract administrator fees	2015-12-31	$8,664
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BOYER & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	431625356
2014 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$20,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,315
Total income from all sources (including contributions)	2014-12-31	$875,764
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$422,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$404,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$721,759
Value of total assets at end of year	2014-12-31	$5,723,995
Value of total assets at beginning of year	2014-12-31	$5,255,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,753
Total interest from all sources	2014-12-31	$8,829
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$242,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$242,927
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$613,662
Participant contributions at end of year	2014-12-31	$250,101
Participant contributions at beginning of year	2014-12-31	$188,296
Participant contributions at end of year	2014-12-31	$13,354
Participant contributions at beginning of year	2014-12-31	$11,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$20,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$5,075
Administrative expenses (other) incurred	2014-12-31	$17,753
Liabilities. Value of operating payables at beginning of year	2014-12-31	$240
Total non interest bearing cash at end of year	2014-12-31	$2,202
Total non interest bearing cash at beginning of year	2014-12-31	$1,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$453,456
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,703,641
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,250,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,173,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,484,162
Interest on participant loans	2014-12-31	$8,829
Value of interest in common/collective trusts at end of year	2014-12-31	$1,281,876
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,566,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-99,125
Net investment gain or loss from common/collective trusts	2014-12-31	$1,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$108,097
Employer contributions (assets) at end of year	2014-12-31	$2,615
Employer contributions (assets) at beginning of year	2014-12-31	$2,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$404,555
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BOYER & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	431625356
2013 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,475
Total income from all sources (including contributions)	2013-12-31	$1,025,736
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$538,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$523,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$604,571
Value of total assets at end of year	2013-12-31	$5,255,500
Value of total assets at beginning of year	2013-12-31	$4,777,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,739
Total interest from all sources	2013-12-31	$6,862
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$130,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$130,558
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$501,926
Participant contributions at end of year	2013-12-31	$188,296
Participant contributions at beginning of year	2013-12-31	$146,889
Participant contributions at end of year	2013-12-31	$11,792
Participant contributions at beginning of year	2013-12-31	$8,598
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$5,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$14,475
Administrative expenses (other) incurred	2013-12-31	$14,739
Liabilities. Value of operating payables at end of year	2013-12-31	$240
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$1,935
Total non interest bearing cash at beginning of year	2013-12-31	$14,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$487,453
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,250,185
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,762,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,484,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,195,447
Interest on participant loans	2013-12-31	$6,862
Value of interest in common/collective trusts at end of year	2013-12-31	$1,566,669
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,410,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$277,939
Net investment gain or loss from common/collective trusts	2013-12-31	$5,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$102,645
Employer contributions (assets) at end of year	2013-12-31	$2,373
Employer contributions (assets) at beginning of year	2013-12-31	$1,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$523,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOYER & ASSOCIATES, P.C.
Accountancy firm EIN	2013-12-31	431625356
2012 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,599
Total income from all sources (including contributions)	2012-12-31	$846,160
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$316,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$303,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$537,466
Value of total assets at end of year	2012-12-31	$4,777,207
Value of total assets at beginning of year	2012-12-31	$4,244,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,072
Total interest from all sources	2012-12-31	$6,969
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$458,206
Participant contributions at end of year	2012-12-31	$146,889
Participant contributions at beginning of year	2012-12-31	$183,604
Participant contributions at end of year	2012-12-31	$8,598
Participant contributions at beginning of year	2012-12-31	$8,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$14,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$11,599
Administrative expenses (other) incurred	2012-12-31	$13,072
Total non interest bearing cash at end of year	2012-12-31	$14,475
Total non interest bearing cash at beginning of year	2012-12-31	$11,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$529,554
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,762,732
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,233,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,195,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,881,413
Interest on participant loans	2012-12-31	$6,969
Value of interest in common/collective trusts at end of year	2012-12-31	$1,410,051
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,158,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$301,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$79,260
Employer contributions (assets) at end of year	2012-12-31	$1,747
Employer contributions (assets) at beginning of year	2012-12-31	$1,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$303,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOYER & ASSOCIATES, P.C.
Accountancy firm EIN	2012-12-31	431625356
2011 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,581
Total income from all sources (including contributions)	2011-12-31	$488,872
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$320,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$308,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$515,853
Value of total assets at end of year	2011-12-31	$4,244,777
Value of total assets at beginning of year	2011-12-31	$4,079,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,086
Total interest from all sources	2011-12-31	$8,141
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$431,716
Participant contributions at end of year	2011-12-31	$183,604
Participant contributions at beginning of year	2011-12-31	$178,910
Participant contributions at end of year	2011-12-31	$8,138
Participant contributions at beginning of year	2011-12-31	$6,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$11,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$14,581
Administrative expenses (other) incurred	2011-12-31	$12,086
Total non interest bearing cash at end of year	2011-12-31	$11,599
Total non interest bearing cash at beginning of year	2011-12-31	$14,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$168,550
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,233,178
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,064,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,881,413
Interest on participant loans	2011-12-31	$8,141
Value of interest in common/collective trusts at end of year	2011-12-31	$1,158,377
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,877,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-35,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$84,137
Employer contributions (assets) at end of year	2011-12-31	$1,646
Employer contributions (assets) at beginning of year	2011-12-31	$1,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$308,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOYER & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	431625356
2010 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$14,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$784,102
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$268,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$257,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$476,634
Value of total assets at end of year	2010-12-31	$4,079,209
Value of total assets at beginning of year	2010-12-31	$3,548,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,839
Total interest from all sources	2010-12-31	$8,896
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$404,632
Participant contributions at end of year	2010-12-31	$178,910
Participant contributions at beginning of year	2010-12-31	$175,088
Participant contributions at end of year	2010-12-31	$6,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$14,581
Administrative expenses (other) incurred	2010-12-31	$10,839
Total non interest bearing cash at end of year	2010-12-31	$14,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$515,905
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,064,628
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,548,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest on participant loans	2010-12-31	$8,896
Value of interest in common/collective trusts at end of year	2010-12-31	$3,877,688
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,373,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$298,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$72,002
Employer contributions (assets) at end of year	2010-12-31	$1,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$257,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOYER & ASSOCIATGES, P.C.
Accountancy firm EIN	2010-12-31	431625356
2009 : LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

2022: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEE MECHANICAL CONTRACTORS, INC
Employer identification number (EIN):	431367249
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors