STANDARD HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.
Additional information about STANDARD HEATING & AIR CONDITIONING, INC.
Submission information for form 5500 for 401k plan STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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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 | $-1,160,958 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $395,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $393,303 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $478,352 |
Value of total assets at end of year | 2022-12-31 | $6,265,456 |
Value of total assets at beginning of year | 2022-12-31 | $7,822,079 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,362 |
Total interest from all sources | 2022-12-31 | $21,509 |
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 | $400,607 |
Participant contributions at end of year | 2022-12-31 | $94,323 |
Participant contributions at beginning of year | 2022-12-31 | $100,014 |
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 | $2,123 |
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 | $-1,556,623 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,265,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,822,079 |
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 pooled separate accounts at end of year | 2022-12-31 | $5,653,067 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $7,200,924 |
Interest on participant loans | 2022-12-31 | $4,889 |
Interest earned on other investments | 2022-12-31 | $16,620 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $518,066 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $521,141 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,660,819 |
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 | $75,622 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $393,303 |
Contract administrator fees | 2022-12-31 | $2,362 |
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 | AGSN P.C. |
Accountancy firm EIN | 2022-12-31 | 470696474 |
2021 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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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 | $1,483,702 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $131,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $127,144 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $491,730 |
Value of total assets at end of year | 2021-12-31 | $7,822,079 |
Value of total assets at beginning of year | 2021-12-31 | $6,470,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,473 |
Total interest from all sources | 2021-12-31 | $22,012 |
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 | $370,384 |
Participant contributions at end of year | 2021-12-31 | $100,014 |
Participant contributions at beginning of year | 2021-12-31 | $83,744 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $5,796 |
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 | $1,351,861 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,822,079 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,470,218 |
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 pooled separate accounts at end of year | 2021-12-31 | $7,200,924 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,762,886 |
Interest on participant loans | 2021-12-31 | $4,533 |
Interest earned on other investments | 2021-12-31 | $17,479 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $521,141 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $615,846 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $969,960 |
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 | $121,346 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $127,144 |
Contract administrator fees | 2021-12-31 | $1,473 |
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 | AGSN P.C. |
Accountancy firm EIN | 2021-12-31 | 470696474 |
2020 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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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 | $1,492,080 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $91,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $85,454 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $472,293 |
Value of total assets at end of year | 2020-12-31 | $6,470,218 |
Value of total assets at beginning of year | 2020-12-31 | $5,069,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,343 |
Total interest from all sources | 2020-12-31 | $19,821 |
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 | $350,366 |
Participant contributions at end of year | 2020-12-31 | $83,744 |
Participant contributions at beginning of year | 2020-12-31 | $78,667 |
Participant contributions at end of year | 2020-12-31 | $5,796 |
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 | $1,401,067 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,470,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,069,151 |
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 pooled separate accounts at end of year | 2020-12-31 | $5,762,886 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,470,554 |
Interest on participant loans | 2020-12-31 | $4,911 |
Interest earned on other investments | 2020-12-31 | $14,910 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $615,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $519,930 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $999,966 |
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 | $121,927 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $85,454 |
Contract administrator fees | 2020-12-31 | $2,343 |
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 | LUTZ AND COMPANY P.C. |
Accountancy firm EIN | 2020-12-31 | 470628516 |
2019 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,504,001 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $105,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $103,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $578,325 |
Value of total assets at end of year | 2019-12-31 | $5,069,151 |
Value of total assets at beginning of year | 2019-12-31 | $3,671,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,942 |
Total interest from all sources | 2019-12-31 | $18,530 |
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 | $306,668 |
Participant contributions at end of year | 2019-12-31 | $78,667 |
Participant contributions at beginning of year | 2019-12-31 | $40,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $160,342 |
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 | $1,398,143 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,069,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,671,008 |
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 | $4,470,554 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,262,237 |
Interest on participant loans | 2019-12-31 | $3,919 |
Interest earned on other investments | 2019-12-31 | $14,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $519,930 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $368,390 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $907,146 |
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 | $111,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $103,916 |
Contract administrator fees | 2019-12-31 | $1,942 |
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 | LUTZ & COMPANY P.C. |
Accountancy firm EIN | 2019-12-31 | 470628516 |
2018 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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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 | $141,497 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $111,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $106,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $348,690 |
Value of total assets at end of year | 2018-12-31 | $3,671,008 |
Value of total assets at beginning of year | 2018-12-31 | $3,641,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,823 |
Total interest from all sources | 2018-12-31 | $12,994 |
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 | $247,246 |
Participant contributions at end of year | 2018-12-31 | $40,381 |
Participant contributions at beginning of year | 2018-12-31 | $22,121 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $9,378 |
Administrative expenses (other) incurred | 2018-12-31 | $1,350 |
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 | $29,689 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,671,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,641,319 |
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 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,262,237 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,280,341 |
Interest on participant loans | 2018-12-31 | $1,018 |
Interest earned on other investments | 2018-12-31 | $11,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $368,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $338,857 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-220,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $92,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $106,985 |
Contract administrator fees | 2018-12-31 | $3,473 |
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 | LUTZ & COMPANY P.C. |
Accountancy firm EIN | 2018-12-31 | 470628516 |
2017 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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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 | $818,378 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $283,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $280,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $262,738 |
Value of total assets at end of year | 2017-12-31 | $3,641,319 |
Value of total assets at beginning of year | 2017-12-31 | $3,106,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,256 |
Total interest from all sources | 2017-12-31 | $12,574 |
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 | $187,705 |
Participant contributions at end of year | 2017-12-31 | $22,121 |
Participant contributions at beginning of year | 2017-12-31 | $53,319 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $48 |
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 | $534,477 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,641,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,106,842 |
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 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,280,341 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,734,205 |
Interest on participant loans | 2017-12-31 | $1,628 |
Interest earned on other investments | 2017-12-31 | $10,946 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $338,857 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $319,318 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $543,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $74,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $280,645 |
Contract administrator fees | 2017-12-31 | $3,256 |
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 | LUTZ & COMPANY P.C. |
Accountancy firm EIN | 2017-12-31 | 470628516 |
2016 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING 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 | $462,170 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $246,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $244,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $240,000 |
Value of total assets at end of year | 2016-12-31 | $3,106,842 |
Value of total assets at beginning of year | 2016-12-31 | $2,890,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,786 |
Total interest from all sources | 2016-12-31 | $13,192 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $158,749 |
Participant contributions at end of year | 2016-12-31 | $53,319 |
Participant contributions at beginning of year | 2016-12-31 | $60,452 |
Participant contributions at beginning of year | 2016-12-31 | $2,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,797 |
Administrative expenses (other) incurred | 2016-12-31 | $1,260 |
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 | $216,120 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,106,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,890,722 |
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 | $2,734,205 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,523,790 |
Interest on participant loans | 2016-12-31 | $2,519 |
Interest earned on other investments | 2016-12-31 | $10,673 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $319,318 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $303,158 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $208,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $62,454 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $244,264 |
Contract administrator fees | 2016-12-31 | $526 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2016-12-31 | 470625816 |
2015 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $206,500 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $117,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $105,483 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $9,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $179,937 |
Value of total assets at end of year | 2015-12-31 | $2,890,722 |
Value of total assets at beginning of year | 2015-12-31 | $2,801,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,514 |
Total interest from all sources | 2015-12-31 | $12,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $128,474 |
Participant contributions at end of year | 2015-12-31 | $60,452 |
Participant contributions at beginning of year | 2015-12-31 | $83,944 |
Participant contributions at end of year | 2015-12-31 | $2,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,059 |
Administrative expenses (other) incurred | 2015-12-31 | $2,164 |
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 | $89,425 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,890,722 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,801,297 |
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 | $2,523,790 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,430,872 |
Interest on participant loans | 2015-12-31 | $2,838 |
Interest earned on other investments | 2015-12-31 | $10,136 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $303,158 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $286,481 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $13,589 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $47,404 |
Employer contributions (assets) at end of year | 2015-12-31 | $867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $105,483 |
Contract administrator fees | 2015-12-31 | $350 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LUTZ & COMPANY P.C. |
Accountancy firm EIN | 2015-12-31 | 470625816 |
2014 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $364,518 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $180,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $154,244 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $24,951 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $172,500 |
Value of total assets at end of year | 2014-12-31 | $2,801,297 |
Value of total assets at beginning of year | 2014-12-31 | $2,617,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,745 |
Total interest from all sources | 2014-12-31 | $14,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $122,414 |
Participant contributions at end of year | 2014-12-31 | $83,944 |
Participant contributions at beginning of year | 2014-12-31 | $103,511 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,870 |
Administrative expenses (other) incurred | 2014-12-31 | $795 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $183,578 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,801,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,617,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,430,872 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,235,731 |
Interest on participant loans | 2014-12-31 | $4,363 |
Interest earned on other investments | 2014-12-31 | $9,959 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $286,481 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $278,477 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $177,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $48,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $154,244 |
Contract administrator fees | 2014-12-31 | $950 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LUTZ & COMPANY PC |
Accountancy firm EIN | 2014-12-31 | 470625816 |
2013 : STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $676,683 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $291,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $288,870 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $211,843 |
Value of total assets at end of year | 2013-12-31 | $2,617,719 |
Value of total assets at beginning of year | 2013-12-31 | $2,233,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,125 |
Total interest from all sources | 2013-12-31 | $18,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $127,229 |
Participant contributions at end of year | 2013-12-31 | $103,511 |
Participant contributions at beginning of year | 2013-12-31 | $67,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $36,849 |
Administrative expenses (other) incurred | 2013-12-31 | $550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $384,688 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,617,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,233,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,235,731 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,776,663 |
Interest on participant loans | 2013-12-31 | $4,088 |
Interest earned on other investments | 2013-12-31 | $14,851 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $278,477 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $389,274 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $445,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $47,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $288,870 |
Contract administrator fees | 2013-12-31 | $2,575 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LUTZ & COMPANY PC |
Accountancy firm EIN | 2013-12-31 | 470625816 |