PERFORMANCE HEATING COOLING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERFORMANCE HEATING & COOLING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PERFORMANCE HEATING & COOLING 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-29 | 111 |
| Total expenses incurred by plan in this plan year | 2025-08-29 | 230988 |
| Net assets as of the end of the plan year | 2025-08-29 | 1102398 |
| Total assets as of the beginning of the plan year | 2025-08-29 | 1116412 |
| Value of plan covered by a fidelity bond | 2025-08-29 | 150000 |
| Participant contributions to plan in this plan year | 2025-08-29 | 38542 |
| Value of participant loans at end of plan year | 2025-08-29 | 8456 |
| Other expenses paid from plan in this plan year | 2025-08-29 | 0 |
| Other contributions to plan in this plan year | 2025-08-29 | 0 |
| Other income to plan in this plan year | 2025-08-29 | 142414 |
| Plan net income in this plan year | 2025-08-29 | -13903 |
| Net assets as of the end of the plan year | 2025-08-29 | 1102398 |
| Net assets as of the beginning of the plan year | 2025-08-29 | 1116301 |
| Employer contributions to plan in this plan year | 2025-08-29 | 36129 |
| Fees paid to broker by Benefit Provider | 2025-08-29 | 1232 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-29 | 15567 |
| 2024 : PERFORMANCE HEATING & COOLING 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-26 | 111 |
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 146725 |
| Net assets as of the end of the plan year | 2024-07-26 | 1116412 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 1031959 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 38073 |
| Value of participant loans at end of plan year | 2024-07-26 | 13806 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 0 |
| Other contributions to plan in this plan year | 2024-07-26 | 1156 |
| Other income to plan in this plan year | 2024-07-26 | 156287 |
| Plan net income in this plan year | 2024-07-26 | 84342 |
| Net assets as of the end of the plan year | 2024-07-26 | 1116301 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 1031959 |
| Employer contributions to plan in this plan year | 2024-07-26 | 35551 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 971 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 14067 |
| 2022 : PERFORMANCE HEATING & COOLING 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-20 | 31678 |
| Net assets as of the end of the plan year | 2022-05-20 | 1214431 |
| Total assets as of the beginning of the plan year | 2022-05-20 | 1054903 |
| Value of plan covered by a fidelity bond | 2022-05-20 | 150000 |
| Participant contributions to plan in this plan year | 2022-05-20 | 28555 |
| Value of participant loans at end of plan year | 2022-05-20 | 34308 |
| Other income to plan in this plan year | 2022-05-20 | 138725 |
| Plan net income in this plan year | 2022-05-20 | 159528 |
| Net assets as of the end of the plan year | 2022-05-20 | 1214431 |
| Net assets as of the beginning of the plan year | 2022-05-20 | 1054903 |
| Employer contributions to plan in this plan year | 2022-05-20 | 23926 |
| Fees paid to broker by Benefit Provider | 2022-05-20 | 3917 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-20 | 6575 |
