?>
Logo

CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCORTEZ EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CORTEZ HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CORTEZ HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):650379797
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARCIA WATSON
0022016-01-01MARK ANDERSON
0022016-01-01
0022015-01-01MARK ANDERSON

Plan Statistics for CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
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
2021: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0133
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0133
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0133
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0131
Number of participants with account balances2019-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0130
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0129
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$3,046
Expenses. Total of all expenses incurred2022-12-31$377,032
Benefits paid (including direct rollovers)2022-12-31$373,986
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$373,986
Value of fidelity bond covering the plan2022-12-31$20,000
Expenses. Other expenses not covered elsewhere2022-12-31$3,046
Other income received2022-12-31$3,046
Net income (gross income less expenses)2022-12-31$-373,986
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$373,986
2021 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$333,524
Total income from all sources2021-12-31$666,499
Expenses. Total of all expenses incurred2021-12-31$1,495,653
Benefits paid (including direct rollovers)2021-12-31$1,495,653
Total plan assets at end of year2021-12-31$373,986
Total plan assets at beginning of year2021-12-31$1,536,664
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$666,499
Net income (gross income less expenses)2021-12-31$-829,154
Net plan assets at end of year (total assets less liabilities)2021-12-31$373,986
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,203,140
Assets. Value of employer securities2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$333,524
Total plan liabilities at beginning of year2020-12-31$470,524
Total income from all sources2020-12-31$556,906
Expenses. Total of all expenses incurred2020-12-31$52,447
Benefits paid (including direct rollovers)2020-12-31$5,736
Total plan assets at end of year2020-12-31$1,536,664
Total plan assets at beginning of year2020-12-31$1,169,205
Value of fidelity bond covering the plan2020-12-31$20,000
Expenses. Other expenses not covered elsewhere2020-12-31$23,272
Other income received2020-12-31$131,906
Net income (gross income less expenses)2020-12-31$504,459
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,203,140
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$698,681
Assets. Value of employer securities2020-12-31$1,023,200
Total contributions received or receivable from employer(s)2020-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$23,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$470,524
Total plan liabilities at beginning of year2019-12-31$444,421
Total income from all sources2019-12-31$231,600
Expenses. Total of all expenses incurred2019-12-31$29,518
Benefits paid (including direct rollovers)2019-12-31$2,921
Total plan assets at end of year2019-12-31$1,169,205
Total plan assets at beginning of year2019-12-31$941,020
Value of fidelity bond covering the plan2019-12-31$20,000
Expenses. Other expenses not covered elsewhere2019-12-31$26,597
Other income received2019-12-31$81,600
Net income (gross income less expenses)2019-12-31$202,082
Net plan assets at end of year (total assets less liabilities)2019-12-31$698,681
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$496,599
Assets. Value of employer securities2019-12-31$891,800
Total contributions received or receivable from employer(s)2019-12-31$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$444,421
Total plan liabilities at beginning of year2018-12-31$905,181
Total income from all sources2018-12-31$64,806
Expenses. Total of all expenses incurred2018-12-31$35,747
Benefits paid (including direct rollovers)2018-12-31$5,826
Total plan assets at end of year2018-12-31$941,020
Total plan assets at beginning of year2018-12-31$1,372,721
Value of fidelity bond covering the plan2018-12-31$20,000
Expenses. Other expenses not covered elsewhere2018-12-31$29,921
Other income received2018-12-31$-57,694
Net income (gross income less expenses)2018-12-31$29,059
Net plan assets at end of year (total assets less liabilities)2018-12-31$496,599
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$467,540
Assets. Value of employer securities2018-12-31$796,800
Total contributions received or receivable from employer(s)2018-12-31$122,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$905,181
Total income from all sources2017-12-31$179,144
Expenses. Total of all expenses incurred2017-12-31$11,723
Benefits paid (including direct rollovers)2017-12-31$8,952
Total plan assets at end of year2017-12-31$1,372,721
Total plan assets at beginning of year2017-12-31$300,119
Value of fidelity bond covering the plan2017-12-31$20,000
Expenses. Other expenses not covered elsewhere2017-12-31$2,771
Other income received2017-12-31$-49,856
Net income (gross income less expenses)2017-12-31$167,421
Net plan assets at end of year (total assets less liabilities)2017-12-31$467,540
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$300,119
Assets. Value of employer securities2017-12-31$841,400
Total contributions received or receivable from employer(s)2017-12-31$229,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$300,000
Total plan assets at beginning of year2016-12-31$300,000
Other income received2016-12-31$119
Net income (gross income less expenses)2016-12-31$0
Net plan assets at end of year (total assets less liabilities)2016-12-31$300,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$300,000
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$300,000
Net income (gross income less expenses)2015-12-31$300,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$300,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN

2022: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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