CORTEZ HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2022: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
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 | 15 |
Total of all active and inactive participants | 2021-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 33 |
Number of participants with account balances | 2021-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 33 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
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 | 8 |
Total of all active and inactive participants | 2019-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 31 |
Number of participants with account balances | 2019-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 24 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 29 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
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 | 5 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 29 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 45 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 45 |
Number of participants with account balances | 2015-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2022 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $3,046 |
Expenses. Total of all expenses incurred | 2022-12-31 | $377,032 |
Benefits paid (including direct rollovers) | 2022-12-31 | $373,986 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $373,986 |
Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,046 |
Other income received | 2022-12-31 | $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 |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $333,524 |
Total income from all sources | 2021-12-31 | $666,499 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,495,653 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,495,653 |
Total plan assets at end of year | 2021-12-31 | $373,986 |
Total plan assets at beginning of year | 2021-12-31 | $1,536,664 |
Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
Other income received | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $333,524 |
Total plan liabilities at beginning of year | 2020-12-31 | $470,524 |
Total income from all sources | 2020-12-31 | $556,906 |
Expenses. Total of all expenses incurred | 2020-12-31 | $52,447 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,736 |
Total plan assets at end of year | 2020-12-31 | $1,536,664 |
Total plan assets at beginning of year | 2020-12-31 | $1,169,205 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $23,272 |
Other income received | 2020-12-31 | $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 securities | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $470,524 |
Total plan liabilities at beginning of year | 2019-12-31 | $444,421 |
Total income from all sources | 2019-12-31 | $231,600 |
Expenses. Total of all expenses incurred | 2019-12-31 | $29,518 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,921 |
Total plan assets at end of year | 2019-12-31 | $1,169,205 |
Total plan assets at beginning of year | 2019-12-31 | $941,020 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $26,597 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $444,421 |
Total plan liabilities at beginning of year | 2018-12-31 | $905,181 |
Total income from all sources | 2018-12-31 | $64,806 |
Expenses. Total of all expenses incurred | 2018-12-31 | $35,747 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,826 |
Total plan assets at end of year | 2018-12-31 | $941,020 |
Total plan assets at beginning of year | 2018-12-31 | $1,372,721 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $29,921 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $905,181 |
Total income from all sources | 2017-12-31 | $179,144 |
Expenses. Total of all expenses incurred | 2017-12-31 | $11,723 |
Benefits paid (including direct rollovers) | 2017-12-31 | $8,952 |
Total plan assets at end of year | 2017-12-31 | $1,372,721 |
Total plan assets at beginning of year | 2017-12-31 | $300,119 |
Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,771 |
Other income received | 2017-12-31 | $-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 securities | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $0 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $300,000 |
Total plan assets at beginning of year | 2016-12-31 | $300,000 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $300,000 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2022: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
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: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
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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: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
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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: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
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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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CORTEZ EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |