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AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameAIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION
Employer identification number (EIN):581855968
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLENN SANTA CRUZ RICHARD SAWHILL2018-10-10
0012016-01-01JACK FERRARA RICHARD SAWHILL2017-10-13
0012015-01-01JACK FERRARA RICHARD SAWHILL2016-10-12
0012014-01-01JACK FERRARA RICHARD SAWHILL2015-10-13
0012013-01-01RICHARD SAWHILL FREDERICK LARKIN2014-10-07
0012012-01-01RICHARD SAWHILL FREDERICK LARKIN2013-10-15
0012011-01-01RICHARD SAWHILL FREDERICK LARKIN2012-09-18
0012009-01-01RICHARD SAWHILL FREDERICK LARKIN2010-09-22

Plan Statistics for AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,983
Total number of active participants reported on line 7a of the Form 55002022-01-012,912
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-013,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,076
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01110
2021: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,892
Total number of active participants reported on line 7a of the Form 55002021-01-012,834
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-012,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,983
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01107
2020: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,836
Total number of active participants reported on line 7a of the Form 55002020-01-012,777
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-012,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,892
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01114
2019: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,779
Total number of active participants reported on line 7a of the Form 55002019-01-012,738
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,836
Number of participants with account balances2019-01-012,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01112
2018: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,707
Total number of active participants reported on line 7a of the Form 55002018-01-012,680
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0199
Total of all active and inactive participants2018-01-012,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,779
Number of participants with account balances2018-01-012,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01112
2017: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,621
Total number of active participants reported on line 7a of the Form 55002017-01-012,614
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-012,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,707
Number of participants with account balances2017-01-012,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01110
2016: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,516
Total number of active participants reported on line 7a of the Form 55002016-01-012,557
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-012,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,621
Number of participants with account balances2016-01-012,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01105
2015: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,463
Total number of active participants reported on line 7a of the Form 55002015-01-012,466
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-012,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,516
Number of participants with account balances2015-01-012,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01102
2014: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,435
Total number of active participants reported on line 7a of the Form 55002014-01-012,425
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-012,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,463
Number of participants with account balances2014-01-012,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01102
2013: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,448
Total number of active participants reported on line 7a of the Form 55002013-01-012,397
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-012,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,435
Number of participants with account balances2013-01-012,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0199
2012: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,492
Total number of active participants reported on line 7a of the Form 55002012-01-012,400
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-012,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,448
Number of participants with account balances2012-01-012,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-01101
2011: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,523
Total number of active participants reported on line 7a of the Form 55002011-01-012,451
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-012,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,492
Number of participants with account balances2011-01-012,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0199
2009: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,640
Total number of active participants reported on line 7a of the Form 55002009-01-012,546
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-012,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,589
Number of participants with account balances2009-01-012,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01106

Financial Data on AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,876
Total income from all sources (including contributions)2022-12-31$-23,706,507
Total of all expenses incurred2022-12-31$9,522,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,034,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,131,689
Value of total assets at end of year2022-12-31$183,043,844
Value of total assets at beginning of year2022-12-31$216,253,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$488,007
Total interest from all sources2022-12-31$3,314
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,149,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,149,415
Administrative expenses professional fees incurred2022-12-31$87,201
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,282,716
Participant contributions at end of year2022-12-31$495,966
Participant contributions at beginning of year2022-12-31$451,120
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$64,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$511,141
Administrative expenses (other) incurred2022-12-31$131,702
Liabilities. Value of operating payables at end of year2022-12-31$49,486
Liabilities. Value of operating payables at beginning of year2022-12-31$36,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,229,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$182,987,400
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$216,216,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$269,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$152,953,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$186,372,177
Value of interest in pooled separate accounts at end of year2022-12-31$29,179,222
Value of interest in pooled separate accounts at beginning of year2022-12-31$28,533,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$171,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$738,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$738,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-40,214,026
Net investment gain/loss from pooled separate accounts2022-12-31$711,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,707,233
Employer contributions (assets) at end of year2022-12-31$163,513
Employer contributions (assets) at beginning of year2022-12-31$150,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,034,764
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$16,717
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$8,796
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,692
Total income from all sources (including contributions)2021-12-31$30,947,040
Total of all expenses incurred2021-12-31$11,913,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,345,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,564,438
Value of total assets at end of year2021-12-31$216,253,554
Value of total assets at beginning of year2021-12-31$197,232,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$568,197
Total interest from all sources2021-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,755,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,755,041
Administrative expenses professional fees incurred2021-12-31$63,146
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,663,508
Amount contributed by the employer to the plan for this plan year2021-12-31$1,663,508
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,678,342
Participant contributions at end of year2021-12-31$451,120
Participant contributions at beginning of year2021-12-31$398,359
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$222,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$148,421
Other income not declared elsewhere2021-12-31$515,006
Administrative expenses (other) incurred2021-12-31$122,844
Liabilities. Value of operating payables at end of year2021-12-31$36,876
Liabilities. Value of operating payables at beginning of year2021-12-31$48,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,033,046
Value of net assets at end of year (total assets less liabilities)2021-12-31$216,216,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$197,183,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$382,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$186,372,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$167,350,122
Value of interest in pooled separate accounts at end of year2021-12-31$28,533,203
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,478,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$738,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$704,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$704,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,577,547
Net investment gain/loss from pooled separate accounts2021-12-31$534,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,663,508
Employer contributions (assets) at end of year2021-12-31$150,203
Employer contributions (assets) at beginning of year2021-12-31$135,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,345,797
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$8,796
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$17,033
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$48,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,903
Total income from all sources (including contributions)2020-12-31$33,541,990
Total of all expenses incurred2020-12-31$8,200,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,600,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,747,987
Value of total assets at end of year2020-12-31$197,232,324
Value of total assets at beginning of year2020-12-31$171,877,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$600,163
Total interest from all sources2020-12-31$3,357
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,233,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,233,861
Administrative expenses professional fees incurred2020-12-31$90,916
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$1,577,352
Amount contributed by the employer to the plan for this plan year2020-12-31$1,577,352
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,112,294
Participant contributions at end of year2020-12-31$398,359
Participant contributions at beginning of year2020-12-31$393,306
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$148,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$138,050
Other income not declared elsewhere2020-12-31$523,097
Administrative expenses (other) incurred2020-12-31$120,621
Liabilities. Value of operating payables at end of year2020-12-31$48,692
Liabilities. Value of operating payables at beginning of year2020-12-31$34,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,341,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$197,183,632
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$171,842,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$388,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$167,350,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$146,832,051
Value of interest in pooled separate accounts at end of year2020-12-31$28,478,247
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,550,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$704,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$806,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$806,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,470,913
Net investment gain/loss from pooled separate accounts2020-12-31$562,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,577,352
Employer contributions (assets) at end of year2020-12-31$135,345
Employer contributions (assets) at beginning of year2020-12-31$139,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,600,681
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$17,033
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$17,179
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,590
Total income from all sources (including contributions)2019-12-31$36,353,545
Total of all expenses incurred2019-12-31$9,320,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,859,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,074,929
Value of total assets at end of year2019-12-31$171,877,389
Value of total assets at beginning of year2019-12-31$144,833,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$460,185
Total interest from all sources2019-12-31$10,835
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,436,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,436,916
Administrative expenses professional fees incurred2019-12-31$64,090
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$1,635,413
Amount contributed by the employer to the plan for this plan year2019-12-31$1,635,413
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,023,301
Participant contributions at end of year2019-12-31$393,306
Participant contributions at beginning of year2019-12-31$376,785
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$138,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$39,037
Other income not declared elsewhere2019-12-31$565,537
Administrative expenses (other) incurred2019-12-31$108,692
Liabilities. Value of operating payables at end of year2019-12-31$34,903
Liabilities. Value of operating payables at beginning of year2019-12-31$24,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,033,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,842,486
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,808,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$287,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$146,832,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$120,761,155
Value of interest in pooled separate accounts at end of year2019-12-31$23,550,709
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,804,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$806,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$713,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$713,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,709,179
Net investment gain/loss from pooled separate accounts2019-12-31$556,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,635,413
Employer contributions (assets) at end of year2019-12-31$139,683
Employer contributions (assets) at beginning of year2019-12-31$126,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,859,825
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$17,179
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$11,440
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,748
Total income from all sources (including contributions)2018-12-31$1,581,940
Total of all expenses incurred2018-12-31$7,141,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,701,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,279,989
Value of total assets at end of year2018-12-31$144,833,541
Value of total assets at beginning of year2018-12-31$150,402,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$440,397
Total interest from all sources2018-12-31$8,289
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,564,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,564,130
Administrative expenses professional fees incurred2018-12-31$56,828
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,564,455
Amount contributed by the employer to the plan for this plan year2018-12-31$1,564,455
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,499,124
Participant contributions at end of year2018-12-31$376,785
Participant contributions at beginning of year2018-12-31$356,437
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$216,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$39,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$46,692
Other income not declared elsewhere2018-12-31$432,522
Administrative expenses (other) incurred2018-12-31$133,999
Liabilities. Value of operating payables at end of year2018-12-31$24,590
Liabilities. Value of operating payables at beginning of year2018-12-31$33,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,560,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$144,808,951
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$150,368,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$249,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$120,761,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$127,311,496
Value of interest in pooled separate accounts at end of year2018-12-31$22,804,768
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,852,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$713,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$687,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$687,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,152,960
Net investment gain/loss from pooled separate accounts2018-12-31$449,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,564,455
Employer contributions (assets) at end of year2018-12-31$126,670
Employer contributions (assets) at beginning of year2018-12-31$129,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,701,569
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$11,440
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$18,202
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$725
Total income from all sources (including contributions)2017-12-31$24,541,323
Total of all expenses incurred2017-12-31$8,688,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,212,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,678,837
Value of total assets at end of year2017-12-31$150,402,725
Value of total assets at beginning of year2017-12-31$134,517,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$475,912
Total interest from all sources2017-12-31$3,814
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,156,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,156,358
Administrative expenses professional fees incurred2017-12-31$56,858
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$1,476,560
Amount contributed by the employer to the plan for this plan year2017-12-31$1,476,560
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,175,420
Participant contributions at end of year2017-12-31$356,437
Participant contributions at beginning of year2017-12-31$311,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$46,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$45,979
Other income not declared elsewhere2017-12-31$457,301
Administrative expenses (other) incurred2017-12-31$149,692
Liabilities. Value of operating payables at end of year2017-12-31$33,748
Liabilities. Value of operating payables at beginning of year2017-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,852,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$150,368,977
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$134,516,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$269,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$127,311,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$110,211,609
Value of interest in pooled separate accounts at end of year2017-12-31$21,852,813
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,162,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$687,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$649,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$649,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,846,385
Net investment gain/loss from pooled separate accounts2017-12-31$398,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,476,560
Employer contributions (assets) at end of year2017-12-31$129,453
Employer contributions (assets) at beginning of year2017-12-31$124,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,212,970
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$18,202
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$11,365
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,326
Total income from all sources (including contributions)2016-12-31$12,666,448
Total of all expenses incurred2016-12-31$5,805,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,420,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,467,682
Value of total assets at end of year2016-12-31$134,517,261
Value of total assets at beginning of year2016-12-31$127,659,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$385,039
Total interest from all sources2016-12-31$1,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,051,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,051,113
Administrative expenses professional fees incurred2016-12-31$47,124
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$1,433,126
Amount contributed by the employer to the plan for this plan year2016-12-31$1,433,126
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,936,225
Participant contributions at end of year2016-12-31$311,097
Participant contributions at beginning of year2016-12-31$326,388
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$98,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$45,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$45,159
Other income not declared elsewhere2016-12-31$428,040
Administrative expenses (other) incurred2016-12-31$94,018
Liabilities. Value of operating payables at end of year2016-12-31$725
Liabilities. Value of operating payables at beginning of year2016-12-31$3,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,860,484
Value of net assets at end of year (total assets less liabilities)2016-12-31$134,516,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,656,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$243,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$110,211,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,231,230
Value of interest in pooled separate accounts at end of year2016-12-31$23,162,694
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,345,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$649,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$560,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$560,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,346,963
Net investment gain/loss from pooled separate accounts2016-12-31$371,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,433,126
Employer contributions (assets) at end of year2016-12-31$124,804
Employer contributions (assets) at beginning of year2016-12-31$130,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,420,925
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$11,365
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$19,285
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,020
Total income from all sources (including contributions)2015-12-31$5,829,318
Total of all expenses incurred2015-12-31$6,687,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,283,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,100,498
Value of total assets at end of year2015-12-31$127,659,378
Value of total assets at beginning of year2015-12-31$128,572,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$403,431
Total interest from all sources2015-12-31$167
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,554,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,554,256
Administrative expenses professional fees incurred2015-12-31$79,831
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,374,105
Amount contributed by the employer to the plan for this plan year2015-12-31$1,374,105
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,718,119
Participant contributions at end of year2015-12-31$326,388
Participant contributions at beginning of year2015-12-31$293,413
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$45,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,709
Other income not declared elsewhere2015-12-31$418,652
Administrative expenses (other) incurred2015-12-31$88,022
Liabilities. Value of operating payables at end of year2015-12-31$3,326
Liabilities. Value of operating payables at beginning of year2015-12-31$58,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-858,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,656,052
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$128,514,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$235,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,231,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,245,532
Value of interest in pooled separate accounts at end of year2015-12-31$22,345,672
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,269,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$560,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$585,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$585,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,594,320
Net investment gain/loss from pooled separate accounts2015-12-31$350,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,374,105
Employer contributions (assets) at end of year2015-12-31$130,761
Employer contributions (assets) at beginning of year2015-12-31$120,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,283,924
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$19,285
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$12,689
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$58,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,449
Total income from all sources (including contributions)2014-12-31$12,772,813
Total of all expenses incurred2014-12-31$7,170,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,762,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,805,622
Value of total assets at end of year2014-12-31$128,572,109
Value of total assets at beginning of year2014-12-31$122,932,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$407,260
Total interest from all sources2014-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,669,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,669,909
Administrative expenses professional fees incurred2014-12-31$89,855
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$4,805,622
Amount contributed by the employer to the plan for this plan year2014-12-31$4,805,622
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,490,343
Participant contributions at end of year2014-12-31$293,413
Participant contributions at beginning of year2014-12-31$299,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$44,490
Other income not declared elsewhere2014-12-31$475,919
Administrative expenses (other) incurred2014-12-31$84,560
Liabilities. Value of operating payables at end of year2014-12-31$58,020
Liabilities. Value of operating payables at beginning of year2014-12-31$21,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,602,813
Value of net assets at end of year (total assets less liabilities)2014-12-31$128,514,089
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$122,911,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$232,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$106,245,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,939,777
Value of interest in pooled separate accounts at end of year2014-12-31$21,269,513
Value of interest in pooled separate accounts at beginning of year2014-12-31$22,052,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$585,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$436,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$436,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$546,112
Net investment gain/loss from pooled separate accounts2014-12-31$275,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,315,279
Employer contributions (assets) at end of year2014-12-31$120,363
Employer contributions (assets) at beginning of year2014-12-31$151,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,762,740
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$12,689
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,665
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,608
Total income from all sources (including contributions)2013-12-31$19,762,730
Total of all expenses incurred2013-12-31$5,352,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,955,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,554,983
Value of total assets at end of year2013-12-31$122,932,725
Value of total assets at beginning of year2013-12-31$108,525,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$396,686
Total interest from all sources2013-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,885,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,885,487
Administrative expenses professional fees incurred2013-12-31$57,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,554,983
Amount contributed by the employer to the plan for this plan year2013-12-31$4,554,983
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,178,287
Participant contributions at end of year2013-12-31$299,988
Participant contributions at beginning of year2013-12-31$233,856
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$44,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,604
Other income not declared elsewhere2013-12-31$506,032
Administrative expenses (other) incurred2013-12-31$84,088
Liabilities. Value of operating payables at end of year2013-12-31$21,449
Liabilities. Value of operating payables at beginning of year2013-12-31$24,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,410,310
Value of net assets at end of year (total assets less liabilities)2013-12-31$122,911,276
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,500,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$255,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,939,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,019,497
Value of interest in pooled separate accounts at end of year2013-12-31$22,052,587
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,777,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$436,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$327,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$327,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,524,715
Net investment gain/loss from pooled separate accounts2013-12-31$291,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,360,489
Employer contributions (assets) at end of year2013-12-31$151,314
Employer contributions (assets) at beginning of year2013-12-31$114,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,955,734
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,870
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,963
Total income from all sources (including contributions)2012-12-31$14,343,365
Total of all expenses incurred2012-12-31$6,506,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,113,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,387,546
Value of total assets at end of year2012-12-31$108,525,574
Value of total assets at beginning of year2012-12-31$100,702,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$393,907
Total interest from all sources2012-12-31$268
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,043,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,043,822
Administrative expenses professional fees incurred2012-12-31$87,094
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 period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,387,546
Amount contributed by the employer to the plan for this plan year2012-12-31$4,387,546
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,006,058
Participant contributions at end of year2012-12-31$233,856
Participant contributions at beginning of year2012-12-31$239,699
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,935
Other income not declared elsewhere2012-12-31$475,474
Administrative expenses (other) incurred2012-12-31$83,250
Liabilities. Value of operating payables at end of year2012-12-31$24,608
Liabilities. Value of operating payables at beginning of year2012-12-31$37,963
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$7,836,424
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,500,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$100,664,542
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
Investment advisory and management fees2012-12-31$223,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,019,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$77,007,543
Value of interest in pooled separate accounts at end of year2012-12-31$21,777,753
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,980,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$327,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$292,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$292,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,011,436
Net investment gain/loss from pooled separate accounts2012-12-31$424,819
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$1,346,016
Employer contributions (assets) at end of year2012-12-31$114,673
Employer contributions (assets) at beginning of year2012-12-31$122,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,113,034
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,870
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$14,495
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,869
Total income from all sources (including contributions)2011-12-31$6,934,997
Total of all expenses incurred2011-12-31$5,001,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,640,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,495,590
Value of total assets at end of year2011-12-31$100,702,505
Value of total assets at beginning of year2011-12-31$98,792,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$360,034
Total interest from all sources2011-12-31$344
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,937,589
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$1,937,589
Administrative expenses professional fees incurred2011-12-31$77,997
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
Minimum employer required contribution for this plan year2011-12-31$4,495,590
Amount contributed by the employer to the plan for this plan year2011-12-31$4,495,590
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,104,438
Participant contributions at end of year2011-12-31$239,699
Participant contributions at beginning of year2011-12-31$250,880
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,284
Other income not declared elsewhere2011-12-31$683,122
Administrative expenses (other) incurred2011-12-31$90,978
Liabilities. Value of operating payables at end of year2011-12-31$37,963
Liabilities. Value of operating payables at beginning of year2011-12-31$61,869
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$1,933,991
Value of net assets at end of year (total assets less liabilities)2011-12-31$100,664,542
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$98,730,551
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
Investment advisory and management fees2011-12-31$191,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$77,007,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$76,571,080
Value of interest in common/collective trusts at end of year2011-12-31$22,980,692
Value of interest in common/collective trusts at beginning of year2011-12-31$21,798,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$292,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-597,556
Net investment gain or loss from common/collective trusts2011-12-31$415,908
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$1,387,356
Employer contributions (assets) at end of year2011-12-31$122,147
Employer contributions (assets) at beginning of year2011-12-31$132,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,640,972
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$14,495
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$16,358
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60,439
Total income from all sources (including contributions)2010-12-31$13,833,099
Total of all expenses incurred2010-12-31$5,716,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,488,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,892,740
Value of total assets at end of year2010-12-31$98,792,420
Value of total assets at beginning of year2010-12-31$90,674,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$227,638
Total interest from all sources2010-12-31$350
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,702,126
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$1,702,126
Administrative expenses professional fees incurred2010-12-31$76,827
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 period2010-12-31Yes
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,892,740
Amount contributed by the employer to the plan for this plan year2010-12-31$4,892,740
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,385,232
Participant contributions at end of year2010-12-31$250,880
Participant contributions at beginning of year2010-12-31$278,461
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,662
Other income not declared elsewhere2010-12-31$258,943
Administrative expenses (other) incurred2010-12-31$90,300
Liabilities. Value of operating payables at end of year2010-12-31$61,869
Liabilities. Value of operating payables at beginning of year2010-12-31$60,439
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$8,116,925
Value of net assets at end of year (total assets less liabilities)2010-12-31$98,730,551
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$90,613,626
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
Investment advisory and management fees2010-12-31$60,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$76,571,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$67,570,645
Value of interest in common/collective trusts at end of year2010-12-31$21,798,754
Value of interest in common/collective trusts at beginning of year2010-12-31$22,667,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,431,867
Net investment gain or loss from common/collective trusts2010-12-31$547,073
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$1,423,859
Employer contributions (assets) at end of year2010-12-31$132,198
Employer contributions (assets) at beginning of year2010-12-31$120,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,488,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$16,358
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$12,557
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 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
Minimum employer required contribution for this plan year2009-12-31$5,154,561
Amount contributed by the employer to the plan for this plan year2009-12-31$5,154,561

Form 5500 Responses for AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered3076
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2983
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2892
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2836
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2779
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2707
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2516
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2463
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2435
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31523
Policy instance 1
Insurance contract or identification numberGA31523
Number of Individuals Covered2448
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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