401k Plan data: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN plan

BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN
Plan identification number	001

BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BOAEN MECHANICAL CONTRACTO, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOAEN MECHANICAL CONTRACTO, INC.

Employer identification number (EIN): 581514654

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 MARCI UPCHURCH 2023-10-11 KIMBERLY BOAEN 2023-10-11
001 2021-06-01 MARCI UPCHURCH 2022-10-03 KIMBERLY BOAEN 2022-10-03
001 2020-06-01
001 2019-06-01
001 2018-06-01 KEVIN HALLIGAN 2019-10-21
001 2017-06-01 KEVIN HALLIGAN 2018-11-14
001 2016-06-01 KEVIN HALLIGAN 2017-09-26
001 2015-06-01 KEVIN HALLIGAN 2016-09-26
001 2014-06-01 KEVIN HALLIGAN
001 2013-06-01 KEVIN HALLIGAN
001 2012-06-01 KEVIN HALLIGAN
001 2011-06-01 KEVIN HALLIGAN
001 2010-06-01 KEVIN HALLIGAN
001 2009-06-01 KEVIN HALLIGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01	MARCI UPCHURCH	2023-10-11	KIMBERLY BOAEN	2023-10-11
001	2021-06-01	MARCI UPCHURCH	2022-10-03	KIMBERLY BOAEN	2022-10-03
001	2020-06-01
001	2019-06-01
001	2018-06-01	KEVIN HALLIGAN	2019-10-21
001	2017-06-01	KEVIN HALLIGAN	2018-11-14
001	2016-06-01	KEVIN HALLIGAN	2017-09-26
001	2015-06-01	KEVIN HALLIGAN	2016-09-26
001	2014-06-01	KEVIN HALLIGAN
001	2013-06-01	KEVIN HALLIGAN
001	2012-06-01	KEVIN HALLIGAN
001	2011-06-01	KEVIN HALLIGAN
001	2010-06-01	KEVIN HALLIGAN
001	2009-06-01	KEVIN HALLIGAN

Plan Statistics for BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

Measure Date Value
2014: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 13
Number of other retired or separated participants entitled to future benefits 2014-06-01 7
Total of all active and inactive participants 2014-06-01 20
Total participants 2014-06-01 20
Number of participants with account balances 2014-06-01 21
2013: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 17
Number of retired or separated participants receiving benefits 2013-06-01 7
Total of all active and inactive participants 2013-06-01 24
Total participants 2013-06-01 24
Number of participants with account balances 2013-06-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 16
Number of other retired or separated participants entitled to future benefits 2012-06-01 7
Total of all active and inactive participants 2012-06-01 23
Total participants 2012-06-01 23
Number of participants with account balances 2012-06-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 16
Number of other retired or separated participants entitled to future benefits 2011-06-01 7
Total of all active and inactive participants 2011-06-01 23
Total participants 2011-06-01 23
Number of participants with account balances 2011-06-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 4
2010: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 20
Number of other retired or separated participants entitled to future benefits 2010-06-01 7
Total of all active and inactive participants 2010-06-01 27
Total participants 2010-06-01 27
Number of participants with account balances 2010-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 26
Total of all active and inactive participants 2009-06-01 26
Total participants 2009-06-01 26
Number of participants with account balances 2009-06-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 2

Measure	Date	Value
2014: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	13
Number of other retired or separated participants entitled to future benefits	2014-06-01	7
Total of all active and inactive participants	2014-06-01	20
Total participants	2014-06-01	20
Number of participants with account balances	2014-06-01	21
2013: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	17
Number of retired or separated participants receiving benefits	2013-06-01	7
Total of all active and inactive participants	2013-06-01	24
Total participants	2013-06-01	24
Number of participants with account balances	2013-06-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	16
Number of other retired or separated participants entitled to future benefits	2012-06-01	7
Total of all active and inactive participants	2012-06-01	23
Total participants	2012-06-01	23
Number of participants with account balances	2012-06-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	16
Number of other retired or separated participants entitled to future benefits	2011-06-01	7
Total of all active and inactive participants	2011-06-01	23
Total participants	2011-06-01	23
Number of participants with account balances	2011-06-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	4
2010: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	20
Number of other retired or separated participants entitled to future benefits	2010-06-01	7
Total of all active and inactive participants	2010-06-01	27
Total participants	2010-06-01	27
Number of participants with account balances	2010-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	26
Total of all active and inactive participants	2009-06-01	26
Total participants	2009-06-01	26
Number of participants with account balances	2009-06-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	2

Financial Data on BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$44,861
Expenses. Total of all expenses incurred	2015-05-31	$318,572
Benefits paid (including direct rollovers)	2015-05-31	$318,572
Total plan assets at end of year	2015-05-31	$540,386
Total plan assets at beginning of year	2015-05-31	$814,097
Total contributions received or receivable from participants	2015-05-31	$20,483
Other income received	2015-05-31	$12,578
Net income (gross income less expenses)	2015-05-31	$-273,711
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$540,386
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$814,097
Total contributions received or receivable from employer(s)	2015-05-31	$11,800
2014 : BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$63,807
Expenses. Total of all expenses incurred	2014-05-31	$1,250
Benefits paid (including direct rollovers)	2014-05-31	$1,250
Total plan assets at end of year	2014-05-31	$814,097
Total plan assets at beginning of year	2014-05-31	$751,540
Total contributions received or receivable from participants	2014-05-31	$21,671
Other income received	2014-05-31	$29,599
Net income (gross income less expenses)	2014-05-31	$62,557
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$814,097
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$751,540
Total contributions received or receivable from employer(s)	2014-05-31	$12,537
2013 : BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$67,469
Expenses. Total of all expenses incurred	2013-05-31	$7,371
Benefits paid (including direct rollovers)	2013-05-31	$7,371
Total plan assets at end of year	2013-05-31	$751,540
Total plan assets at beginning of year	2013-05-31	$691,442
Total contributions received or receivable from participants	2013-05-31	$18,105
Contributions received from other sources (not participants or employers)	2013-05-31	$1,679
Other income received	2013-05-31	$35,258
Net income (gross income less expenses)	2013-05-31	$60,098
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$751,540
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$691,442
Total contributions received or receivable from employer(s)	2013-05-31	$12,427
2012 : BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$29,199
Expenses. Total of all expenses incurred	2012-05-31	$39,106
Benefits paid (including direct rollovers)	2012-05-31	$30,896
Total plan assets at end of year	2012-05-31	$691,442
Total plan assets at beginning of year	2012-05-31	$701,349
Total contributions received or receivable from participants	2012-05-31	$16,396
Expenses. Other expenses not covered elsewhere	2012-05-31	$8,210
Net income (gross income less expenses)	2012-05-31	$-9,907
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$691,442
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$701,349
Total contributions received or receivable from employer(s)	2012-05-31	$12,803
2011 : BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$70,207
Expenses. Total of all expenses incurred	2011-05-31	$33,046
Benefits paid (including direct rollovers)	2011-05-31	$33,046
Total plan assets at end of year	2011-05-31	$701,349
Total plan assets at beginning of year	2011-05-31	$664,188
Total contributions received or receivable from participants	2011-05-31	$18,627
Other income received	2011-05-31	$38,041
Net income (gross income less expenses)	2011-05-31	$37,161
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$701,349
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$664,188
Total contributions received or receivable from employer(s)	2011-05-31	$13,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0

Form 5500 Responses for BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN

2014: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15839

Policy instance

Insurance contract or identification number	15839
Number of Individuals Covered	2
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $3,143
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 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
Commission paid to Insurance Broker	USD $3,143
Insurance broker name	VALMARK SECURITIES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15839

Policy instance

Insurance contract or identification number	15839
Number of Individuals Covered	24
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $3,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
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 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?	No
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
Commission paid to Insurance Broker	USD $3,916
Insurance broker name	VALMARK SECURITIES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15839

Policy instance

Insurance contract or identification number	15839
Number of Individuals Covered	24
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $3,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15839

Policy instance

Insurance contract or identification number	15839
Number of Individuals Covered	25
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $3,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,173
Insurance broker name	VALMARK SECURITIES, INC.

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Company Name:	BOAEN MECHANICAL CONTRACTO, INC.
Employer identification number (EIN):	581514654
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors