?>
Logo

F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 401k Plan overview

Plan NameF.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001
Plan identification number 001

F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

F.H. FURR PLUMBING, HEATING, AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:F.H. FURR PLUMBING, HEATING, AIR CONDITIONING, INC.
Employer identification number (EIN):541457942
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01SAMUEL C. NANTZ2018-10-15
0012016-01-01SAMUEL C. NANTZ2017-07-18
0012015-01-01SAMUEL C. NANTZ2016-09-21
0012014-01-01SAMUEL C. NANTZ2015-10-10
0012013-01-01SAMUEL C. NANTZ2014-09-08
0012012-01-01SAMUEL C. NANTZ
0012011-01-01SAMUEL NANTZ
0012009-01-01SAMUEL NANTZ

Plan Statistics for F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001

401k plan membership statisitcs for F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001

Measure Date Value
2012: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01191
Number of participants with account balances2011-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01155
Number of participants with account balances2009-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001

Measure Date Value
2012 : F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$695,024
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$245,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$243,633
Value of total corrective distributions2012-12-31$537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$460,925
Value of total assets at end of year2012-12-31$2,422,756
Value of total assets at beginning of year2012-12-31$1,973,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,451
Total interest from all sources2012-12-31$7,390
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,384
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,384
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$335,996
Participant contributions at end of year2012-12-31$144,127
Participant contributions at beginning of year2012-12-31$103,491
Participant contributions at end of year2012-12-31$15,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$449,403
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,422,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,973,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,143,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,869,862
Interest on participant loans2012-12-31$7,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$221,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$124,929
Employer contributions (assets) at end of year2012-12-31$96,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$243,633
Contract administrator fees2012-12-31$1,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHARLES W. SNADER, P.C.
Accountancy firm EIN2012-12-31541873714
2011 : F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$259,554
Total of all expenses incurred2011-12-31$33,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,673
Expenses. Certain deemed distributions of participant loans2011-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$301,318
Value of total assets at end of year2011-12-31$1,973,353
Value of total assets at beginning of year2011-12-31$1,747,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$625
Total interest from all sources2011-12-31$8,554
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$35,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$35,035
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$277,162
Participant contributions at end of year2011-12-31$103,491
Participant contributions at beginning of year2011-12-31$114,088
Administrative expenses (other) incurred2011-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$226,214
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,973,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,747,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,698,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,574,811
Interest on participant loans2011-12-31$8,554
Value of interest in common/collective trusts at end of year2011-12-31$170,862
Value of interest in common/collective trusts at beginning of year2011-12-31$58,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,611
Net investment gain or loss from common/collective trusts2011-12-31$5,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CANSECO LAW GROUP, LLC
Accountancy firm EIN2011-12-31205388071
2010 : F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$426,582
Total of all expenses incurred2010-12-31$73,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$71,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$229,370
Value of total assets at end of year2010-12-31$1,747,139
Value of total assets at beginning of year2010-12-31$1,393,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,551
Total interest from all sources2010-12-31$6,155
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$23,672
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$205,893
Participant contributions at end of year2010-12-31$114,088
Participant contributions at beginning of year2010-12-31$63,918
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,103
Administrative expenses (other) incurred2010-12-31$1,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$353,426
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,747,139
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,393,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,574,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,285,387
Interest on participant loans2010-12-31$6,155
Value of interest in common/collective trusts at end of year2010-12-31$58,224
Value of interest in common/collective trusts at beginning of year2010-12-31$44,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$165,530
Net investment gain or loss from common/collective trusts2010-12-31$1,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CANSECO LAW GROUP, LLC
Accountancy firm EIN2010-12-31205388071
2009 : F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001

2012: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: F.H. FURR PLUMBING, HEATING, & AIR CONDITIONING, INC. 401(K) PLAN #001 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108046
Policy instance 1
Insurance contract or identification number108046
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,011
Total amount of fees paid to insurance companyUSD $48
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $21,011
Insurance broker organization code?3
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameDIXON HUGHES GOODMAN, LLP

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3