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BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BARBOSA HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):751849863
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01FRANK BARBOSA, JR.2016-08-22
0012014-01-01FRANK BARBOSA, JR.2015-08-21
0012013-01-01FRANK BARBOSA, JR.2014-10-14
0012012-01-01FRANK BARBOSA, JR.2013-09-16
0012011-01-01FRANK BARBOSA, JR.2012-07-14 FRANK BARBOSA, JR.2012-07-14
0012009-01-01FRANK A. BARBOSA, JR. FRANK A. BARBOSA, JR.2010-07-12
0012009-01-01FRANK A. BARBOSA, JR. FRANK A. BARBOSA, JR.2010-07-12
0012009-01-01FRANK A BARBOSA, JR. FRANK A BARBOSA, JR.2010-07-01
0012009-01-01FRANK A. BARBOSA, JR.
0012009-01-01FRANK A. BARBOSA, JR. FRANK A. BARBOSA, JR.2010-07-12
0012009-01-01FRANK A. BARBOSA, JR. FRANK A. BARBOSA, JR.2010-07-12
0012009-01-01FRANK A. BARBOSA, JR. FRANK A. BARBOSA, JR.2010-07-12
0012009-01-01FRANK A BARBOSA, JR. FRANK A BARBOSA, JR.2010-07-01
0012009-01-01FRANK A BARBOSA, JR. FRANK A BARBOSA, JR.2010-07-01
0012009-01-01FRANK A BARBOSA, JR. FRANK A BARBOSA, JR.2010-07-01
0012009-01-01FRANK A BARBOSA, JR. FRANK A BARBOSA, JR.2010-07-01

Plan Statistics for BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1810
Total number of particpants at end of year2025-06-188
Number of Participants With Account Balances2025-06-186
2024: BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2810
Total number of particpants at end of year2024-06-289
Number of Participants With Account Balances2024-06-287
2022: BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2810
Total number of particpants at end of year2022-06-2810
Number of Participants With Account Balances2022-06-289
2009: BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1817794
Net assets as of the end of the plan year2025-06-18974331
Total assets as of the beginning of the plan year2025-06-18851832
Value of plan covered by a fidelity bond2025-06-18100000
Participant contributions to plan in this plan year2025-06-1824912
Value of participant loans at end of plan year2025-06-1845057
Other expenses paid from plan in this plan year2025-06-184825
Other income to plan in this plan year2025-06-18100796
Plan net income in this plan year2025-06-18122499
Net assets as of the end of the plan year2025-06-18974331
Net assets as of the beginning of the plan year2025-06-18851832
Employer contributions to plan in this plan year2025-06-1814585
Fees paid to broker by Benefit Provider2025-06-18622
2024 : BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2836251
Net assets as of the end of the plan year2024-06-28851832
Total assets as of the beginning of the plan year2024-06-28732103
Value of plan covered by a fidelity bond2024-06-28100000
Participant contributions to plan in this plan year2024-06-2824135
Other income to plan in this plan year2024-06-28117841
Plan net income in this plan year2024-06-28119729
Net assets as of the end of the plan year2024-06-28851832
Net assets as of the beginning of the plan year2024-06-28732103
Employer contributions to plan in this plan year2024-06-2814004
Fees paid to broker by Benefit Provider2024-06-28447
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-284436
2022 : BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-28140420
Net assets as of the end of the plan year2022-06-28932961
Total assets as of the beginning of the plan year2022-06-28910883
Value of plan covered by a fidelity bond2022-06-28100000
Participant contributions to plan in this plan year2022-06-2825216
Value of participant loans at end of plan year2022-06-280
Other income to plan in this plan year2022-06-28122454
Plan net income in this plan year2022-06-2822078
Net assets as of the end of the plan year2022-06-28932961
Net assets as of the beginning of the plan year2022-06-28910883
Employer contributions to plan in this plan year2022-06-2814828
Fees paid to broker by Benefit Provider2022-06-281755
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-286064
2010 : BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$38,903
Total income from all sources2010-12-31$94,774
Expenses. Total of all expenses incurred2010-12-31$107,915
Benefits paid (including direct rollovers)2010-12-31$102,500
Total plan assets at end of year2010-12-31$527,675
Total plan assets at beginning of year2010-12-31$501,913
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$15,590
Expenses. Other expenses not covered elsewhere2010-12-31$5,415
Other income received2010-12-31$67,366
Net income (gross income less expenses)2010-12-31$-13,141
Net plan assets at end of year (total assets less liabilities)2010-12-31$488,772
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$501,913
Assets. Value of participant loans2010-12-31$4,025
Total contributions received or receivable from employer(s)2010-12-31$11,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

2009: BARBOSA HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39493
Policy instance 1

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