C.L HVAC, INC. has sponsored the creation of one or more 401k plans.
Additional information about C.L HVAC, INC.
Submission information for form 5500 for 401k plan C.L HVAC, INC. DEFINED BENEFIT PLAN
401k plan membership statisitcs for C.L HVAC, INC. DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019: C.L HVAC, INC. DEFINED BENEFIT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 1,217,085 |
| Acturial value of plan assets | 2019-12-31 | 1,217,085 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 0 |
| Fundng target for terminated vested participants | 2019-12-31 | 0 |
| Active participant vested funding target | 2019-12-31 | 613,168 |
| Number of active participants | 2019-12-31 | 3 |
| Total funding liabilities for active participants | 2019-12-31 | 613,168 |
| Total participant count | 2019-12-31 | 3 |
| Total funding target for all participants | 2019-12-31 | 613,168 |
| Total employer contributions | 2019-12-31 | 644,876 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 630,377 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 249,364 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 630,377 |
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: C.L HVAC, INC. DEFINED BENEFIT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 1,052,251 |
| Acturial value of plan assets | 2018-12-31 | 1,052,251 |
| Active participant vested funding target | 2018-12-31 | 575,000 |
| Number of active participants | 2018-12-31 | 3 |
| Total funding liabilities for active participants | 2018-12-31 | 575,000 |
| Total participant count | 2018-12-31 | 3 |
| Total funding target for all participants | 2018-12-31 | 575,000 |
| Present value of excess contributions | 2018-12-31 | 487,377 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 487,377 |
| Total participants, beginning-of-year | 2018-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 3 |
| Total of all active and inactive participants | 2018-07-01 | 3 |
| Total participants | 2018-07-01 | 3 |
| Number of participants with account balances | 2018-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| Market value of plan assets | 2018-06-30 | 615,248 |
| Acturial value of plan assets | 2018-06-30 | 615,248 |
| Active participant vested funding target | 2018-06-30 | 323,970 |
| Number of active participants | 2018-06-30 | 3 |
| Total funding liabilities for active participants | 2018-06-30 | 323,970 |
| Total participant count | 2018-06-30 | 3 |
| Total funding target for all participants | 2018-06-30 | 323,970 |
| Present value of excess contributions | 2018-06-30 | 290,488 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 290,488 |
| Total employer contributions | 2018-06-30 | 500,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 487,377 |
| Minimum required contributions for current year target normal cost | 2018-06-30 | 206,182 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 487,377 |
| 2017: C.L HVAC, INC. DEFINED BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 3 |
| Total of all active and inactive participants | 2017-07-01 | 3 |
| Total participants | 2017-07-01 | 3 |
| Market value of plan assets | 2017-06-30 | 195,851 |
| Acturial value of plan assets | 2017-06-30 | 195,851 |
| Active participant vested funding target | 2017-06-30 | 142,906 |
| Number of active participants | 2017-06-30 | 3 |
| Total funding liabilities for active participants | 2017-06-30 | 142,906 |
| Total participant count | 2017-06-30 | 3 |
| Total funding target for all participants | 2017-06-30 | 142,906 |
| Present value of excess contributions | 2017-06-30 | 67,590 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 67,590 |
| Total employer contributions | 2017-06-30 | 394,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 383,828 |
| Minimum required contributions for current year target normal cost | 2017-06-30 | 146,285 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 93,340 |
| Additional cash requirement | 2017-06-30 | 93,340 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 383,828 |
| 2016: C.L HVAC, INC. DEFINED BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 3 |
| Total of all active and inactive participants | 2016-07-01 | 3 |
| Total participants | 2016-07-01 | 3 |
| 2015: C.L HVAC, INC. DEFINED BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 3 |
| Total participants | 2015-07-01 | 3 |
| Number of participants with account balances | 2015-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : C.L HVAC, INC. DEFINED BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $809,710 |
| Total plan assets at end of year | 2019-12-31 | $1,861,961 |
| Total plan assets at beginning of year | 2019-12-31 | $1,052,251 |
| Other income received | 2019-12-31 | $164,834 |
| Net income (gross income less expenses) | 2019-12-31 | $809,710 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,861,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,052,251 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $644,876 |
| 2018 : C.L HVAC, INC. DEFINED BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-62,997 |
| Total plan assets at end of year | 2018-12-31 | $1,052,251 |
| Total plan assets at beginning of year | 2018-12-31 | $1,115,248 |
| Other income received | 2018-12-31 | $-62,997 |
| Net income (gross income less expenses) | 2018-12-31 | $-62,997 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,052,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,115,248 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $525,396 |
| Total plan assets at end of year | 2018-06-30 | $1,115,248 |
| Total plan assets at beginning of year | 2018-06-30 | $589,852 |
| Other income received | 2018-06-30 | $25,396 |
| Net income (gross income less expenses) | 2018-06-30 | $525,396 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,115,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $589,852 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $500,000 |
| 2017 : C.L HVAC, INC. DEFINED BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $394,046 |
| Total plan assets at end of year | 2017-06-30 | $589,852 |
| Total plan assets at beginning of year | 2017-06-30 | $195,806 |
| Other income received | 2017-06-30 | $46 |
| Net income (gross income less expenses) | 2017-06-30 | $394,046 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $589,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $195,806 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $394,000 |
| 2016 : C.L HVAC, INC. DEFINED BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $195,806 |
| Total plan assets at end of year | 2016-06-30 | $195,806 |
| Total plan assets at beginning of year | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $195,806 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $195,806 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $195,806 |
