401k Plan data: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN plan

MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 401k Plan overview

Plan Name	MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN
Plan identification number	001

MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUNNS SALES & SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: MUNNS SALES & SERVICE, INC.

Employer identification number (EIN): 592172343

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 CARL MUNN CARL MUNN 2018-10-15
001 2016-01-01 CARL MUNN CARL MUNN 2018-01-23
001 2015-01-01 CARL MUNN CARL MUNN 2016-10-17
001 2014-01-01 CARL MUNN CARL MUNN 2015-10-15
001 2013-01-01 CARL MUNN 2014-09-19 CARL MUNN 2014-09-19
001 2012-01-01 CARL MUNN 2013-10-15 CARL MUNN 2013-10-15
001 2011-01-01 CARL MUNN 2012-07-31 CARL MUNN 2012-07-31
001 2010-01-01 CARL MUNN 2011-07-28 CARL MUNN 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	CARL MUNN		CARL MUNN	2018-10-15
001	2016-01-01	CARL MUNN		CARL MUNN	2018-01-23
001	2015-01-01	CARL MUNN		CARL MUNN	2016-10-17
001	2014-01-01	CARL MUNN		CARL MUNN	2015-10-15
001	2013-01-01	CARL MUNN	2014-09-19	CARL MUNN	2014-09-19
001	2012-01-01	CARL MUNN	2013-10-15	CARL MUNN	2013-10-15
001	2011-01-01	CARL MUNN	2012-07-31	CARL MUNN	2012-07-31
001	2010-01-01	CARL MUNN	2011-07-28	CARL MUNN	2011-07-28

Plan Statistics for MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN

401k plan membership statisitcs for MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN

Measure Date Value
2021: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 149
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 175
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 149
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 43
Total of all active and inactive participants 2018-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 180
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 138
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 173
Number of participants with account balances 2017-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 110
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 129
Number of participants with account balances 2015-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 109
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 122
Number of participants with account balances 2014-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2021: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	149
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	175
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	149
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	43
Total of all active and inactive participants	2018-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	180
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	138
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	173
Number of participants with account balances	2017-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	110
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	129
Number of participants with account balances	2015-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	109
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	122
Number of participants with account balances	2014-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN

Measure	Date	Value
2021 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,115,462
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$424,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$401,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$646,181
Value of total assets at end of year	2021-12-31	$4,519,474
Value of total assets at beginning of year	2021-12-31	$3,828,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,371
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$26,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$26,995
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$383,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$471,676
Participant contributions at beginning of year	2021-12-31	$26,019
Other income not declared elsewhere	2021-12-31	$10,424
Administrative expenses (other) incurred	2021-12-31	$23,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$690,786
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,519,474
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,828,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$791,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,491,594
Value of interest in common/collective trusts at end of year	2021-12-31	$3,727,220
Value of interest in common/collective trusts at beginning of year	2021-12-31	$310,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$277,229
Net investment gain or loss from common/collective trusts	2021-12-31	$154,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$174,505
Employer contributions (assets) at end of year	2021-12-31	$910
Employer contributions (assets) at beginning of year	2021-12-31	$923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$401,305
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CRIPPEN & CO. LLP
Accountancy firm EIN	2021-12-31	592032210
2020 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,018,327
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$772,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$761,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$570,805
Value of total assets at end of year	2020-12-31	$3,828,688
Value of total assets at beginning of year	2020-12-31	$3,582,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,536
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$102,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$102,287
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$359,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$406,275
Participant contributions at end of year	2020-12-31	$26,019
Participant contributions at beginning of year	2020-12-31	$4,695
Other income not declared elsewhere	2020-12-31	$54,203
Administrative expenses (other) incurred	2020-12-31	$10,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$245,970
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,828,688
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,582,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,491,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,300,271
Value of interest in common/collective trusts at end of year	2020-12-31	$310,152
Value of interest in common/collective trusts at beginning of year	2020-12-31	$275,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$284,816
Net investment gain or loss from common/collective trusts	2020-12-31	$6,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$164,530
Employer contributions (assets) at end of year	2020-12-31	$923
Employer contributions (assets) at beginning of year	2020-12-31	$2,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$761,821
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CRIPPEN & CO., LLP
Accountancy firm EIN	2020-12-31	592032210
2019 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,005,803
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$121,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$111,133
Value of total corrective distributions	2019-12-31	$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$474,926
Value of total assets at end of year	2019-12-31	$3,582,718
Value of total assets at beginning of year	2019-12-31	$2,698,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,900
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$97,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$97,884
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$270,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$343,950
Participant contributions at end of year	2019-12-31	$4,695
Administrative expenses (other) incurred	2019-12-31	$9,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$884,632
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,582,718
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,698,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,300,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,452,462
Value of interest in common/collective trusts at end of year	2019-12-31	$275,420
Value of interest in common/collective trusts at beginning of year	2019-12-31	$245,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$426,418
Net investment gain or loss from common/collective trusts	2019-12-31	$6,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$130,976
Employer contributions (assets) at end of year	2019-12-31	$2,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$111,133
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CRIPPEN & CO., LLP
Accountancy firm EIN	2019-12-31	592032210
2018 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$116
Total income from all sources (including contributions)	2018-12-31	$333,226
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$79,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$62,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$462,571
Value of total assets at end of year	2018-12-31	$2,698,086
Value of total assets at beginning of year	2018-12-31	$2,444,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,706
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$79,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$79,164
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$245,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$310,666
Participant contributions at beginning of year	2018-12-31	$3,773
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$43,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$116
Administrative expenses (other) incurred	2018-12-31	$16,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$254,009
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,698,086
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,444,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,452,462
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,208,370
Value of interest in common/collective trusts at end of year	2018-12-31	$245,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$230,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-210,410
Net investment gain or loss from common/collective trusts	2018-12-31	$1,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$108,136
Employer contributions (assets) at beginning of year	2018-12-31	$1,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$62,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CRIPPEN & CO., LLP
Accountancy firm EIN	2018-12-31	592032210
2017 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$253
Total income from all sources (including contributions)	2017-12-31	$609,221
Total of all expenses incurred	2017-12-31	$78,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$60,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$379,712
Value of total assets at end of year	2017-12-31	$2,444,193
Value of total assets at beginning of year	2017-12-31	$1,913,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$267,751
Participant contributions at end of year	2017-12-31	$3,773
Participant contributions at beginning of year	2017-12-31	$31,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$253
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$531,106
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,444,077
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,912,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,208,370
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,673,265
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$230,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$203,568
Net investment gain/loss from pooled separate accounts	2017-12-31	$229,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$111,961
Employer contributions (assets) at end of year	2017-12-31	$1,762
Employer contributions (assets) at beginning of year	2017-12-31	$5,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$60,298
Contract administrator fees	2017-12-31	$17,817
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RUGGIERO, MARTINEZ & NORTON, PA
Accountancy firm EIN	2017-12-31	593452849
2016 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$253
Total income from all sources (including contributions)	2016-12-31	$443,318
Total of all expenses incurred	2016-12-31	$160,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$143,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$328,478
Value of total assets at end of year	2016-12-31	$1,913,224
Value of total assets at beginning of year	2016-12-31	$1,630,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$236,062
Participant contributions at end of year	2016-12-31	$31,121
Participant contributions at beginning of year	2016-12-31	$12,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$253
Total non interest bearing cash at end of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$282,981
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,912,971
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,629,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,673,265
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,418,199
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$203,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$199,865
Net investment gain/loss from pooled separate accounts	2016-12-31	$114,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$92,416
Employer contributions (assets) at end of year	2016-12-31	$5,270
Employer contributions (assets) at beginning of year	2016-12-31	$159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$143,239
Contract administrator fees	2016-12-31	$17,098
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RUGGIERO, MARTINEZ & NORTON, PA
Accountancy firm EIN	2016-12-31	593452849
2015 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$60
Total income from all sources (including contributions)	2015-12-31	$279,635
Total of all expenses incurred	2015-12-31	$78,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$57,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$312,658
Value of total assets at end of year	2015-12-31	$1,630,243
Value of total assets at beginning of year	2015-12-31	$1,428,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$225,645
Participant contributions at end of year	2015-12-31	$12,020
Participant contributions at beginning of year	2015-12-31	$3,047
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$60
Total non interest bearing cash at beginning of year	2015-12-31	$2,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$201,198
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,629,990
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,428,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,418,199
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,243,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$199,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$178,636
Net investment gain/loss from pooled separate accounts	2015-12-31	$-33,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$87,013
Employer contributions (assets) at end of year	2015-12-31	$159
Employer contributions (assets) at beginning of year	2015-12-31	$787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$57,794
Contract administrator fees	2015-12-31	$20,643
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUGGIERO, MARTINEZ & NORTON, PA
Accountancy firm EIN	2015-12-31	593452849
2014 : MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$60
Total income from all sources (including contributions)	2014-12-31	$205,413
Total of all expenses incurred	2014-12-31	$74,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$57,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$172,417
Value of total assets at end of year	2014-12-31	$1,428,852
Value of total assets at beginning of year	2014-12-31	$1,297,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,899
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$139,997
Participant contributions at end of year	2014-12-31	$3,047
Participant contributions at beginning of year	2014-12-31	$2,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$60
Total non interest bearing cash at end of year	2014-12-31	$2,583
Total non interest bearing cash at beginning of year	2014-12-31	$2,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$131,160
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,428,792
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,297,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,243,799
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,123,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$178,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$169,199
Net investment gain/loss from pooled separate accounts	2014-12-31	$32,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$32,420
Employer contributions (assets) at end of year	2014-12-31	$787
Employer contributions (assets) at beginning of year	2014-12-31	$537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$57,354
Contract administrator fees	2014-12-31	$16,899
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	RUGGIERO, MARTINEZ & NORTON, P.A
Accountancy firm EIN	2014-12-31	593452849

Form 5500 Responses for MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN

2021: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MUNN'S AIR CONDITIONING & HEATING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP34851/ID F3U9

Policy instance

Insurance contract or identification number	GP34851/ID F3U9
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,077
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,077
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP34851/ID F3U9

Policy instance

Insurance contract or identification number	GP34851/ID F3U9
Number of Individuals Covered	124
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,198
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,198
Amount paid for insurance broker fees	0
Insurance broker organization code?	4
Insurance broker name	RAYMOND JAMES & ASSOCIATES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP34851/ID F3U9

Policy instance

Insurance contract or identification number	GP34851/ID F3U9
Number of Individuals Covered	88
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,702
Total amount of fees paid to insurance company	USD $828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,702
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	SALES AND COMMISSIONS
Insurance broker organization code?	4
Insurance broker name	BATES & COMPANY, INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP34851/ID F3U9

Policy instance

Insurance contract or identification number	GP34851/ID F3U9
Number of Individuals Covered	71
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,403
Total amount of fees paid to insurance company	USD $172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,403
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	SALES & BASE COMMISSIONS
Insurance broker organization code?	4
Insurance broker name	BATES & COMPANY INC.

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Company Name:	MUNNS SALES & SERVICE, INC.
Employer identification number (EIN):	592172343
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors