401k Plan data: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN plan

HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 401k Plan overview

Plan Name	HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN
Plan identification number	001

HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH has sponsored the creation of one or more 401k plans.

Company Name: SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH

Employer identification number (EIN): 450449466

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

Additional information about SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 122064

More information about SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN

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 2018-01-01
001 2017-01-01 DENELLE BERG
001 2016-01-01
001 2015-01-01 DENELLE BERG DENELLE BERG 2016-10-14
001 2014-01-01 DENELLE BERG 2016-01-05 DENELLE BERG 2016-01-05
001 2014-01-01 DENELLE BERG 2015-10-09 DENELLE BERG 2015-10-09
001 2013-01-01 DENELLE BERG 2014-10-14 DENELLE BERG 2014-10-14
001 2012-01-01 DENELLE BERG 2013-10-15 DENELLE BERG 2013-10-15
001 2011-01-01 DENELLE RITCHIE 2012-10-09 DENELLE RITCHIE 2012-10-09
001 2010-01-01 DENELLE RITCHIE 2011-10-12 DENELLE RITCHIE 2011-10-12

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	2018-01-01
001	2017-01-01	DENELLE BERG
001	2016-01-01
001	2015-01-01	DENELLE BERG		DENELLE BERG	2016-10-14
001	2014-01-01	DENELLE BERG	2016-01-05	DENELLE BERG	2016-01-05
001	2014-01-01	DENELLE BERG	2015-10-09	DENELLE BERG	2015-10-09
001	2013-01-01	DENELLE BERG	2014-10-14	DENELLE BERG	2014-10-14
001	2012-01-01	DENELLE BERG	2013-10-15	DENELLE BERG	2013-10-15
001	2011-01-01	DENELLE RITCHIE	2012-10-09	DENELLE RITCHIE	2012-10-09
001	2010-01-01	DENELLE RITCHIE	2011-10-12	DENELLE RITCHIE	2011-10-12

Plan Statistics for HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN

401k plan membership statisitcs for HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN

Measure Date Value
2022: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 77
Total of all active and inactive participants 2022-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 181
Number of participants with account balances 2022-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 71
Total of all active and inactive participants 2021-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 182
Number of participants with account balances 2021-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 34
2020: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 107
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 54
Total of all active and inactive participants 2020-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 161
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 94
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 45
Total of all active and inactive participants 2019-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 25
2018: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 123
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 145
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 58
Total of all active and inactive participants 2016-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 172
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 118
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 153
Number of participants with account balances 2015-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14

Measure	Date	Value
2022: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	77
Total of all active and inactive participants	2022-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	181
Number of participants with account balances	2022-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	71
Total of all active and inactive participants	2021-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	182
Number of participants with account balances	2021-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	34
2020: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	107
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	54
Total of all active and inactive participants	2020-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	161
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	94
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	45
Total of all active and inactive participants	2019-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	25
2018: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	123
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	145
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	58
Total of all active and inactive participants	2016-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	172
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	118
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	153
Number of participants with account balances	2015-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14

Financial Data on HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN

Measure	Date	Value
2022 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$-850,409
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$813,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$780,068
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$846,822
Value of total assets at end of year	2022-12-31	$8,487,940
Value of total assets at beginning of year	2022-12-31	$10,151,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,620
Total interest from all sources	2022-12-31	$12,354
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$647,713
Participant contributions at end of year	2022-12-31	$143,295
Participant contributions at beginning of year	2022-12-31	$173,834
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,065
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	$-1,663,414
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,487,940
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,151,354
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,945,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,587,117
Interest on participant loans	2022-12-31	$7,813
Interest earned on other investments	2022-12-31	$4,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$309,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$308,293
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,709,585
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	$176,044
Employer contributions (assets) at end of year	2022-12-31	$88,784
Employer contributions (assets) at beginning of year	2022-12-31	$82,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$780,068
Contract administrator fees	2022-12-31	$27,620
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	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2022-12-31	450310328
2021 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$2,295,713
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,210,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,208,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$853,918
Value of total assets at end of year	2021-12-31	$10,151,354
Value of total assets at beginning of year	2021-12-31	$9,065,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,810
Total interest from all sources	2021-12-31	$12,916
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$657,366
Participant contributions at end of year	2021-12-31	$173,834
Participant contributions at beginning of year	2021-12-31	$158,925
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,846
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	$1,085,562
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,151,354
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,065,792
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,587,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,597,148
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$8,326
Interest earned on other investments	2021-12-31	$4,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$308,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$250,016
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,428,879
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	$154,706
Employer contributions (assets) at end of year	2021-12-31	$82,110
Employer contributions (assets) at beginning of year	2021-12-31	$59,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,208,341
Contract administrator fees	2021-12-31	$1,810
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	Unqualified
Accountancy firm name	2021-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2021-12-31	450310328
2020 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$1,928,970
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$543,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$523,214
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$711,006
Value of total assets at end of year	2020-12-31	$9,065,792
Value of total assets at beginning of year	2020-12-31	$7,680,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,025
Total interest from all sources	2020-12-31	$13,078
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$580,640
Participant contributions at end of year	2020-12-31	$158,925
Participant contributions at beginning of year	2020-12-31	$151,227
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,385,035
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,065,792
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,680,757
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,597,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,278,161
Interest on participant loans	2020-12-31	$9,307
Interest earned on other investments	2020-12-31	$3,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$250,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$236,972
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,204,886
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	$130,366
Employer contributions (assets) at end of year	2020-12-31	$59,703
Employer contributions (assets) at beginning of year	2020-12-31	$14,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$523,214
Contract administrator fees	2020-12-31	$1,025
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	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	450310328
2019 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$2,154,933
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$532,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$521,093
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$776,015
Value of total assets at end of year	2019-12-31	$7,680,757
Value of total assets at beginning of year	2019-12-31	$6,058,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,874
Total interest from all sources	2019-12-31	$13,061
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$618,051
Participant contributions at end of year	2019-12-31	$151,227
Participant contributions at beginning of year	2019-12-31	$134,380
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$69,807
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	$1,622,227
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,680,757
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,058,530
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 pooled separate accounts at end of year	2019-12-31	$7,278,161
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,608,203
Interest on participant loans	2019-12-31	$8,776
Interest earned on other investments	2019-12-31	$4,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$236,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$252,533
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,365,857
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	$88,157
Employer contributions (assets) at end of year	2019-12-31	$14,397
Employer contributions (assets) at beginning of year	2019-12-31	$63,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$521,093
Contract administrator fees	2019-12-31	$5,874
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	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	450310328
2018 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$0
Total income from all sources (including contributions)	2018-12-31	$321,735
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$338,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$330,349
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-10,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$763,385
Value of total assets at end of year	2018-12-31	$6,058,530
Value of total assets at beginning of year	2018-12-31	$6,075,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,220
Total interest from all sources	2018-12-31	$10,599
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$614,410
Participant contributions at end of year	2018-12-31	$134,380
Participant contributions at beginning of year	2018-12-31	$100,351
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-16,807
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,058,530
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,075,337
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	$18,220
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,608,203
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,720,571
Interest on participant loans	2018-12-31	$6,777
Interest earned on other investments	2018-12-31	$3,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$252,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$178,956
Net investment gain/loss from pooled separate accounts	2018-12-31	$-452,249
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	Yes
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	$148,975
Employer contributions (assets) at end of year	2018-12-31	$63,414
Employer contributions (assets) at beginning of year	2018-12-31	$75,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$330,349
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	FIEBIGER SWANSON WEST & CO PLLP
Accountancy firm EIN	2018-12-31	416134264
2017 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,655,345
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,076,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,040,291
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$767,577
Value of total assets at end of year	2017-12-31	$6,075,337
Value of total assets at beginning of year	2017-12-31	$5,496,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,137
Total interest from all sources	2017-12-31	$5,965
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$608,870
Participant contributions at end of year	2017-12-31	$100,351
Participant contributions at beginning of year	2017-12-31	$147,129
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$18,205
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	$578,473
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,075,337
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,496,864
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	$17,137
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,720,571
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,046,829
Interest on participant loans	2017-12-31	$5,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$178,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$149,636
Net investment gain/loss from pooled separate accounts	2017-12-31	$881,803
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	Yes
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	$140,502
Employer contributions (assets) at end of year	2017-12-31	$75,459
Employer contributions (assets) at beginning of year	2017-12-31	$153,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,040,291
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	FIEBIGER SWANSON WEST & CO PLLP
Accountancy firm EIN	2017-12-31	416134264
2016 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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	$0
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	$1,302,504
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$590,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$564,557
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$812,363
Value of total assets at end of year	2016-12-31	$5,496,864
Value of total assets at beginning of year	2016-12-31	$4,784,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,918
Total interest from all sources	2016-12-31	$6,873
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$575,554
Participant contributions at end of year	2016-12-31	$147,129
Participant contributions at beginning of year	2016-12-31	$160,703
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$17,750
Other income not declared elsewhere	2016-12-31	$1,349
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	$712,322
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,496,864
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,784,542
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,046,829
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,320,199
Interest on participant loans	2016-12-31	$6,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$149,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$118,370
Net investment gain/loss from pooled separate accounts	2016-12-31	$481,919
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	Yes
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	$236,809
Employer contributions (assets) at end of year	2016-12-31	$153,270
Employer contributions (assets) at beginning of year	2016-12-31	$167,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$564,557
Contract administrator fees	2016-12-31	$16,918
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FIEBIGER SWANSON WEST & CO PLLP
Accountancy firm EIN	2016-12-31	416134264
2015 : HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$710,445
Total of all expenses incurred	2015-12-31	$158,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$144,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$748,964
Value of total assets at end of year	2015-12-31	$4,784,542
Value of total assets at beginning of year	2015-12-31	$4,232,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,240
Total interest from all sources	2015-12-31	$8,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$504,495
Participant contributions at end of year	2015-12-31	$160,703
Participant contributions at beginning of year	2015-12-31	$157,606
Participant contributions at end of year	2015-12-31	$17,750
Participant contributions at beginning of year	2015-12-31	$114,789
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,304
Administrative expenses (other) incurred	2015-12-31	$14,240
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	$551,688
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,784,542
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,232,854
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,320,199
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,852,167
Interest on participant loans	2015-12-31	$6,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$118,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$100,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$100,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,193
Net investment gain/loss from pooled separate accounts	2015-12-31	$-47,038
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	Yes
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	$240,165
Employer contributions (assets) at end of year	2015-12-31	$167,520
Employer contributions (assets) at beginning of year	2015-12-31	$7,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$144,517
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FIEBIGER SWANSON WEST & CO PLLP
Accountancy firm EIN	2015-12-31	416134264

Form 5500 Responses for HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN

2022: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOME HEATING AIR CONDITIONING & PLUMBING 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91698235

Policy instance

Insurance contract or identification number	91698235
Number of Individuals Covered	180
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $22,508
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,254
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91698235

Policy instance

Insurance contract or identification number	91698235
Number of Individuals Covered	181
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $23,004
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,502
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91698235

Policy instance

Insurance contract or identification number	91698235
Number of Individuals Covered	157
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $22,588
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,294
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698235

Policy instance

Insurance contract or identification number	698235
Number of Individuals Covered	136
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,890
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,445
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

698235

Policy instance

Insurance contract or identification number	698235
Number of Individuals Covered	138
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $21,482
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,741
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

698235

Policy instance

Insurance contract or identification number	698235
Number of Individuals Covered	131
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,782
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,391
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	CYNTHIA FASON

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

698235

Policy instance

Insurance contract or identification number	698235
Number of Individuals Covered	149
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,678
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,839
Insurance broker organization code?	3
Insurance broker name	CYNTHIA FASON

Potentially related plans

HOME HEATING & AIR CONDITIONING CORP - 401K [EIN = 820536589]

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Company Name:	SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH
Employer identification number (EIN):	450449466
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	122064