401k Plan data: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST plan

HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

HOFFMANN BROTHERS HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.

Company Name: HOFFMANN BROTHERS HEATING & AIR CONDITIONING

Employer identification number (EIN): 431474224

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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 ROBERT HOFFMANN 2019-07-29
001 2017-01-01 ROBERT HOFFMANN 2018-06-18
001 2016-01-01 ROBERT HOFFMANN 2017-05-18
001 2015-01-01 ROBERT HOFFMANN 2016-05-06
001 2014-01-01 ROBERT HOFFMANN 2015-09-29
001 2013-01-01 ROBERT HOFFMANN 2014-06-04
001 2012-01-01 HOFFMANN BROTHERS HEATING AIR 2013-07-01
001 2011-01-01 HOFFMANN BROTHERS HEATING AIR 2012-06-27
001 2010-01-01 HOFFMANN BROTHERS HEATING AIR 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT HOFFMANN	2019-07-29
001	2017-01-01	ROBERT HOFFMANN	2018-06-18
001	2016-01-01	ROBERT HOFFMANN	2017-05-18
001	2015-01-01	ROBERT HOFFMANN	2016-05-06
001	2014-01-01	ROBERT HOFFMANN	2015-09-29
001	2013-01-01	ROBERT HOFFMANN	2014-06-04
001	2012-01-01	HOFFMANN BROTHERS HEATING AIR	2013-07-01
001	2011-01-01	HOFFMANN BROTHERS HEATING AIR	2012-06-27
001	2010-01-01	HOFFMANN BROTHERS HEATING AIR	2011-07-12

Plan Statistics for HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 312
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 45
Total of all active and inactive participants 2022-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 357
Number of participants with account balances 2022-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 234
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 36
Total of all active and inactive participants 2021-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 270
Number of participants with account balances 2021-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 200
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 216
Number of participants with account balances 2020-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 164
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2022: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	312
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	45
Total of all active and inactive participants	2022-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	357
Number of participants with account balances	2022-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	234
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	36
Total of all active and inactive participants	2021-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	270
Number of participants with account balances	2021-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	200
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	216
Number of participants with account balances	2020-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	164
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$514,792
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$698,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$627,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,229,934
Value of total assets at end of year	2022-12-31	$16,072,062
Value of total assets at beginning of year	2022-12-31	$16,255,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,100
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$286,285
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	$286,285
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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	$1,794,231
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$42,589
Administrative expenses (other) incurred	2022-12-31	$37,677
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-183,268
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,072,062
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,255,330
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	$32,423
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,171,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,676,204
Value of interest in common/collective trusts at end of year	2022-12-31	$10,312,268
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,177,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,286,171
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,715,256
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	$1,393,114
Employer contributions (assets) at end of year	2022-12-31	$587,811
Employer contributions (assets) at beginning of year	2022-12-31	$401,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$627,960
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	RUBIN BROWN
Accountancy firm EIN	2022-12-31	430765316
2021 : HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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	$0
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	$5,385,177
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$714,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$652,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,956,012
Value of total assets at end of year	2021-12-31	$16,255,330
Value of total assets at beginning of year	2021-12-31	$11,584,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$61,263
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$365,460
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	$365,460
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,362,170
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$601,818
Other income not declared elsewhere	2021-12-31	$599
Administrative expenses (other) incurred	2021-12-31	$31,496
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$60
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	$4,670,989
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,255,330
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,584,341
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	$29,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,676,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,929,763
Value of interest in common/collective trusts at end of year	2021-12-31	$10,177,438
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,279,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$627,807
Net investment gain or loss from common/collective trusts	2021-12-31	$1,435,299
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	Yes
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	$992,024
Employer contributions (assets) at end of year	2021-12-31	$401,688
Employer contributions (assets) at beginning of year	2021-12-31	$375,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$652,925
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	RUBIN BROWN
Accountancy firm EIN	2021-12-31	430765316
2020 : HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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	$3,311,628
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$215,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$175,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,884,918
Value of total assets at end of year	2020-12-31	$11,584,341
Value of total assets at beginning of year	2020-12-31	$8,488,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,206
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$140,681
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	$140,681
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,047,406
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,295
Administrative expenses (other) incurred	2020-12-31	$18,072
Total non interest bearing cash at end of year	2020-12-31	$60
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	$3,095,880
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,584,341
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,488,461
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	$22,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,929,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,482,125
Value of interest in common/collective trusts at end of year	2020-12-31	$7,279,391
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,727,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$499,167
Net investment gain or loss from common/collective trusts	2020-12-31	$786,862
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	Yes
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	$834,217
Employer contributions (assets) at end of year	2020-12-31	$375,127
Employer contributions (assets) at beginning of year	2020-12-31	$279,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$175,542
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	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	264532849
2019 : HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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	$3,152,818
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$225,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$191,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,844,157
Value of total assets at end of year	2019-12-31	$8,488,461
Value of total assets at beginning of year	2019-12-31	$5,561,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,000
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$111,520
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	$111,520
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$850,274
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$345,418
Administrative expenses (other) incurred	2019-12-31	$34,000
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	$2,926,877
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,488,461
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,561,584
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,482,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,535,791
Value of interest in common/collective trusts at end of year	2019-12-31	$5,727,299
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,025,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$328,629
Net investment gain or loss from common/collective trusts	2019-12-31	$868,512
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	$648,465
Employer contributions (assets) at end of year	2019-12-31	$279,037
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$191,941
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	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	264532849

Form 5500 Responses for HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST

2022: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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: HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING 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

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Company Name:	HOFFMANN BROTHERS HEATING & AIR CONDITIONING
Employer identification number (EIN):	431474224
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors